Crew Ops Pro Help Center | Using the Crew Ops Pro Mobile App

Using the Crew Ops Pro Mobile App

Jeremy Mckinney

Last Update hace 4 meses

The Crew Ops Pro mobile app is the command center for technicians in the field. It is designed to work seamlessly on iOS and Android devices, ensuring your team can manage jobs, track time, and communicate with clients even without an internet connection.

1. Installation & Access

Crew Ops Pro utilizes a hybrid approach, offering both a Progressive Web App (PWA) and native mobile capabilities.

• Native App: Install directly on iOS or Android devices via the app store (distributed via Capacitor) for full system integration like camera and push notifications.

• Progressive Web App (PWA): You can also install the app directly from your mobile browser.

iOS (Safari): Tap the "Share" button and select "Add to Home Screen." ◦ Android (Chrome): Tap the menu (three dots) and select "Add to Home Screen".
Desktop: You can even install the PWA on a laptop or tablet for a native-like experience with offline support.

2. Core Field Features

My Schedule & Job Management

Upon logging in, technicians see their assigned jobs for the day.

• Job Cards: View essential details including client name, service address, and job description instantly.

• Navigation: Tap the address to launch your device’s default map app (Google Maps, Apple Maps, or Waze) for turn-by-turn directions.

• Status Updates: Move jobs through workflows (e.g., "In Progress," "Completed") with a single tap to keep dispatch informed in real-time.

Time Tracking & GPS

The app replaces paper timesheets with a verified digital clock.

• Clock In/Out: Technicians clock into specific jobs. The system captures a GPS timestamp to verify the location.

• Live Tracking: While "on the clock," the app updates the technician's location every 15 seconds. This allows dispatchers to view real-time locations on the Jobs Map in the web dashboard.

Photo & Document Management

Capture job site evidence directly from the field.

• Camera Integration: Use your device's native camera to take high-quality "Before" and "After" photos.

• Cloud Sync: Photos are uploaded to the secure cloud storage immediately (or queued if offline) and linked to the specific job record, making them instantly visible to office staff.

3. Offline Mode (No Signal? No Problem)

The app is built with an "Offline-First" architecture, ensuring you can work in basements or remote areas with poor cell service.

• How it Works: If you lose connection, the app saves your data (photos, notes, status changes, clock-ins) to a local database on your phone (IndexedDB).

• Automatic Sync: As soon as your device reconnects to the internet, the app runs a "background sync" process to upload all queued data to the server automatically.

• What You Can Do Offline:

View your schedule and client details (cached).
Clock in and out.
Take and save photos.
Update job notes and statuses.

4. Communication & Invoicing

Technicians can handle client interactions directly from the app.

• Client Contact: Call or text clients directly from the Job Card using the integrated Twilio features. This masks personal phone numbers and logs the communication in the CRM.

• Field Invoicing: Generate invoices instantly upon job completion. You can add line items, calculate totals, and even accept payment via Stripe credit card processing right on site.

• Change Orders: If the scope of work changes, technicians can add new line items to the job in real-time. These updates are reflected in the final invoice.

5. Troubleshooting & Permissions

To ensure the app functions correctly, please check the following settings on your device:

• Location Services: Must be set to "Always Allow" or "Allow While Using App" for GPS tracking and "On The Clock" features to work.

• Camera Access: Required for taking job photos.

• Notifications: Enable push notifications to receive instant alerts about schedule changes or new job assignments.

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