Mobile apps and field work
How do I keep office staff and field workers looking at the same job information?
Use one central job record that both office and field interfaces update. Sync status, assignments, notes, photos, and customer information to that record and handle offline updates carefully so one side does not overwrite the other.
What to check
- Is there one main job record?
- Which fields can both office and field staff update?
- How are conflicting or offline changes handled?