Use the field app
Use the field app supplied by your firm. Sign in with your own staff account and complete the second factor if required. Installation and distribution are arranged by the firm; this guide does not assume a public app-store release.
Find your work
Open Today for services and due work, or the week view for upcoming days. Use Cases to search a name or case number. Pin frequently used cases where the pin control is offered.
Open a case to review contacts, services and care information. Use its call or navigation actions only after checking the intended contact or address.
Capture from the phone
Open Capture and choose Log a removal or scan a tag, Take a first call or Photograph a document. A first call opens a case when it reaches the firm; it does not enter the answering-service review queue.
For a document, select the correct case, capture and review the pages, then submit. For a removal, check the case and movement before confirming. Review the saved or queued result.
Some detailed work opens on the web. Use Open on the web when offered rather than expecting every desktop editor on the phone.
Record belongings while connected
Open Belongings on the case and review current quantities and the holder. Record receipt, transfer or return only after the physical handover. These controls need a connection and show their own saved result; do not assume they have entered the ordinary capture outbox. If a saved handover needs retrying, use its retry action and check the current balance before recording it again.
Check the outbox
Open Outbox to see pending work. A queued entry has not necessarily reached the firm.
Reconnect, sign in again if requested, and select Try again now. If an entry needs attention, review its reason before retrying. Flagged entries offer Export so you can retain their details while getting help.
Discard removes the queued work from the device. Do that only when it is no longer needed or its contents have been safely recovered.
Protect unsent work
Do not uninstall the app, clear its storage or discard pending entries to fix a connection problem. Check the outbox first. Cached records may be older than the live record, and not every action is available offline.