The tech app is your central hub for managing tasks and delivering exceptional service. It’s where you’ll access your visits, view scheduled meetings, create estimates and invoices, collect payments, and collaborate seamlessly with the back office team.

The bottom menu is your main navigation tool in the app, featuring four primary pages and a central actions button:

The blue button in the center of the navigation is the Actions Button.

On top-level pages, tapping it reveals global actions like creating a job, account, or maintenance plan.

On a visit details page, it shows global actions plus visit-specific actions, such as scanning an equipment label, creating an estimate, or generating an invoice.

The home page is where you'll clock in, check notifications, view your assigned visits for the day, and follow up on customer estimates you’ve sent.

Tapping on a visit card opens the Visit Details page.

The Visit Details page provides all the information about the call and allows you to perform visit-specific actions, such as creating estimates or invoices.

The schedule page displays all your meetings, including internal meetings and customer visits.

Tapping on a visit opens the Visit Details page. This is the same page we accessed from the Home page.

The search page enables you to look up customer accounts in the system using their name, service address, phone number, or email address

Tap on an account to open the account details page, where you can view the customer’s complete history.

Tapping on the "•••" icon icon opens additional pages and actions.

You'll see items such as:

And there you have it. That's a crash course on the main pages of the tech app.