Mobile: Technician Use

Two things before you start: turn on notifications when the app asks, and arrange your bottom tabs so Schedule is easy to reach with your thumb.

1. Log in and check today's schedule

Screen: Schedule tab, Day view.

Open the app and look at today. You'll see each visit in order with the customer, the time window, and who's assigned. You only see your own visits and your crew's — admins see everybody. If you want to look further ahead, switch to 3-Day or Week view.

2. Clock in

Screen: Home tab

If you have time tracking enabled, your team can clock in as well as time the duration of visits for efficiency reporting. If you're set up with more than one position — say Technician and Office — the app asks which one you're clocking in as. Pick the right one; it's what your hours get paid from. Your company may also have a short clock-in checklist (truck check, safety questions). Answer it and tap Submit.

3. Drive to the first stop

Screen: Job/Visit, or the Map tab.

Open the first visit and use the address to launch turn-by-turn directions in your phone's map app. Before you pull out, tap On My Way so the customer gets a heads-up text — the wording is set by your office, you just tap the button. This button is available when clicking into the job.

4. Arrive and start the visit

Screen: Job/Visit page.

Tap Start the moment you're on the property. That starts the visit timer, and it may also send the customer a "work has begun" message. Start it when you arrive, not when you remember — your company's numbers on how long jobs really take come straight from this timer. You can Pause it if you break for lunch.

5. Work the checklist

Screen: visit page, floating checklist button.

If the job has a checklist, there's a button showing your progress — something like "3 of 8 completed." Tap it and work through the questions. Some checklists let you answer in any order; others must be done in sequence. On many jobs the Complete Visit button stays locked until the checklist is finished, so don't leave it for later.

6. Take before and after photos

Screen: the image upload question inside the checklist.

Photos are how the office settles a "you missed the back yard" conversation without sending anybody back out. Take the before shot before you touch anything, and the after shot from the same spot. You can shoot straight from the app or pull from your camera roll.

7. Spot and record an upsell

Screen: visit page, line items section.

See wasp nests under the eaves, or gutters full of pine needles? Add it as a line item right there on the visit. The upsell is automatically credited to whoever is logged in — you — so your commission is tracked without any extra paperwork. If it's a bigger job that needs a real proposal, build a quote instead: Create, Send, Approve, and Convert a Customer Quote in the Rotor Mobile App.

8. Collect payment or a signature

Screen: job page (invoice), or a signature field in the checklist.

If your company collects on site, the invoice lives on the job page — mark the job complete and Rotor takes you there. If you need a customer sign-off instead, that's usually a signature question in the checklist: hand them the phone and have them sign with a finger.

9. Complete the visit

Screen: visit page.

Tap Finish. Then pick one:

• Mark job as complete — the work is done and you won't be back.

• Add another visit — you need a return trip to finish.

A finished visit turns gray with a green checkmark on your schedule. That checkmark is how the office knows you're done.

10. Leave notes for the office

Screen: visit page, Notes tab.

Write the visit note before you drive off, while it's fresh. "Dog in back yard, use side gate." "Customer asked about quarterly." "Downspout is cracked, quoted verbally at $180." The next technician and the office both read this.

11. On to the next stop

Back to the Schedule tab and repeat from step 3. If you're running ahead or behind, you can adjust the arrival window right from the visit page — better than a customer wondering where you are.

12. End of day and clock out

Before you clock out, run down the day's schedule and make sure every visit has its green checkmark and every timer is stopped. Then clock out and answer the clock-out checklist if your company uses one. If skipping is allowed you can skip it, but expect to be asked again later.

Four habits that matter

• Start the timer on arrival. Everything the company knows about job costing comes from it.

• Photograph before and after. Every time, not just the tricky jobs.

• Add the upsell on the spot. If it isn't in the app, it didn't happen and you don't get paid for it.

• Close out before you drive. Finish the visit and write the note before leaving.

Stuck on something? Tap More → Help & Support and use the chat bubble.

Congratulations! You can now run a full day in the field from the Rotor app — schedule, clock, timer, checklist, upsell, and close-out.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.