Opening ScreenOpsGetting today’s work ready

Technician execution

Keep every visit connected to the job.

Open assigned visits with customer context, line items, estimates, payment, and closeout. Authorized team views keep the office and field aligned.

The work this connects

Field teams should not have to search an office system to learn what they are doing next. The assigned work record should arrive with the scope and evidence needed to complete it.

Current ScreenOps Field Visits · Team queue using fictional Sonoran Screen and Shade demo records
Field Visits · Team queue · ScreenOps

What stays connected

  • Assigned and authorized team visit views
  • Consultations, installs, repairs, warranty, pickup, and drop-off
  • Customer and job continuity
  • Line items, photos, and documents
  • Estimate and payment steps when applicable
  • Visit-specific outcomes and follow-up

Follow the workflow

  1. Assigned visit
  2. Travel
  3. Execute scope
  4. Evidence
  5. Payment
  6. Closeout

Common questions

Can technicians see work assigned to other staff?

The default technician view is restricted to that user's own assigned work. Authorized managers and dispatchers can use team views.

What work types are supported?

Field Work supports installs, repairs, warranty visits, pickups, and drop-offs scheduled by Dispatch.

Keep the work moving

See payment and closeout ↗
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