Viewing and Working on Your Assigned Jobs

Summary

The My Jobs page (/my-jobs) is where technicians view their assigned work. It has two views: a tile-based dashboard (Home) and a kanban job board (Jobs). Tapping a job opens the job card, a mobile-first detail view with pill-bar navigation across nine tabs. From the job card you complete tasks, record findings with photos, track time, and sign off work.

Prerequisites

• You are signed in with a technician account (or an owner/manager account with the “can work as technician” flag).
• You have at least one job assigned to you for today.

Steps

Accessing My Jobs

1. Navigate to /my-jobs. This is the technician’s default landing page.
2. The page displays the current date and your assigned work.
3. Use the view toggle in the top-right corner to switch between Home (dashboard tiles) and Jobs (kanban board).
   • Home is the default view. It shows quick-access tiles, your current job, upcoming jobs, and stats (hours today/this week, jobs completed today/this week).
   • Jobs view (?view=list) shows a kanban board of your appointments. Use the date-range toggle to switch between Today and This Week (?range=week).

Opening a Job Card

1. Tap any job from the dashboard or kanban board to open the job card at /my-jobs/{id}.
2. The job card uses an ultra-compact header showing:
   • Registration plate, vehicle make/model, and year.
   • Customer name and assigned bay.
   • Current status badge (Scheduled, In Progress, Awaiting Parts, Quality Check, Complete).
   • Vehicle presence indicator (checked in, customer waiting, not on site).
   • A running timer if you have an active time session on this job.
   • Workflow action buttons (e.g. “Start Job”, “Quality Check”, “Complete”).

Navigating the Job Card Tabs

1. Below the header is a horizontal pill bar with nine tabs. Scroll left/right to see all tabs. The tabs are:
   • Tasks - task checklist (primary working tab).
   • Parts - parts allocated to this job and their status.
   • Findings - inspection findings with severity and photos.
   • AI Assist - AI consultation for diagnostics.
   • Messages - secure messaging with the customer.
   • Media - all photos and videos for this job.
   • Vehicle - vehicle details (make, model, year, VIN, colour).
   • History - service history and previous findings for this vehicle.
   • Time - time log entries for this work order.
2. You can reorder tabs by long-pressing (500ms) the pill bar to enter edit mode, then dragging pills to your preferred order. Tap “Done” to save.

Completing Tasks

1. Open the Tasks tab. Tasks are sorted with incomplete safety-critical items first, then other incomplete items, then completed items.
2. Safety-critical tasks display a shield icon and amber highlight.
3. To complete tasks:
   • Tap the circle icon on one or more tasks to select them. A floating “Mark Complete” button appears.
   • Tap “Mark Complete” to bulk-complete the selected tasks.
   • Alternatively, tap the task row (not the circle) to open the notes modal. Add notes, then tap “Save” (notes only) or “Save and Complete” (notes plus completion).
4. To add a new task, tap the + Add Task button at the bottom of the task list.

Recording Findings

1. Open the Findings tab or use the Finding quick-action button in the header.
2. Tap Add Finding to open the finding dialog.
3. Fill in the required fields:
   • Description - free-text description of the finding.
   • Severity - select one of: Safety Critical (red), Recommended (amber), or Optional (green).
4. Optionally attach photos by tapping “Take Photo” (opens device camera) or “Choose Photo” (selects from existing job photos). Up to 5 photos per finding.
5. Optionally add line items for parts and labour time using the line items section.
6. Tap Save Finding. The finding appears in the list sorted by severity (safety first).
7. To edit a finding you created, tap the pencil icon on its card.

Taking Photos and Videos

1. Use the quick-action buttons in the header:
   • Photo - opens the device camera to capture a photo for the job record.
   • Video - opens the device camera to record a video.
   • Finding - opens the finding dialog with photo capture.
2. All captured media appears in the Media tab.

Changing Job Status

1. Use the workflow action buttons in the header to progress the job through statuses:
   • Scheduled to In Progress (requires vehicle to be checked in on site).
   • In Progress to Quality Check or Complete.
   • Awaiting Parts to In Progress (when parts arrive).
2. When moving to a completion status (Complete or Quality Check), the system checks for incomplete tasks and displays a warning if any remain. Safety-critical incomplete tasks block the status change.

Signing Off Work

1. Once all tasks are complete, tap the Sign Off button in the Tasks tab.
2. The sign-off dialog shows:
   • A summary of task completion (e.g. “8/8 tasks complete”).
   • A warning if any safety-critical tasks are still incomplete (blocks sign-off).
   • A blocker if the job is already at a terminal status (already signed off or cancelled).
   • An optional notes field for completion notes (max 1000 characters). These are saved to the job and visible from the work order detail page.
   • If AI was consulted during the job, a “Did AI help?” prompt appears.
3. Tap Sign Off to complete. You are redirected back to /my-jobs.
4. Sign-off triggers the customer’s “car ready” notification automatically (WhatsApp or SMS, depending on the customer’s contact preferences). Torqueflow also records who signed off and when - the audit fields show on the work order detail page so owners can trace job completion.

Clocking Out of a Job

1. If you have an active time session on this job, a clock-out reminder appears after a period of inactivity.
2. Tap the reminder to open the clock-out dialog, add optional notes, and confirm.

Expected Outcome

• Your assigned jobs are visible in the dashboard and kanban views.
• Tasks show clear completion progress with safety-critical items highlighted.
• Findings are recorded with severity, description, optional photos, and line items.
• Job status progresses through the workflow with appropriate warnings.
• Signed-off jobs show a “Signed Off” indicator instead of the sign-off button.

Troubleshooting

Problem	Cause	Fix
”Access denied” or redirected to /dashboard	Your account does not have the technician role or the “can work as technician” flag.	Ask your manager to update your role or enable the technician flag.
Cannot start job - “Check in vehicle first”	The vehicle presence is not set to “checked in” or “customer waiting”.	Ask the service advisor to check in the vehicle before starting work.
Sign-off button is blocked	One or more safety-critical tasks are incomplete.	Complete all safety-critical tasks before signing off.
Photos not uploading	Network connection issue or storage permissions denied.	Check your internet connection. Ensure the browser has camera and storage permissions.
Cannot see the running timer	No active time session for this job.	Clock in to the job via the time tracker or the dashboard clock-in tile.

Notes

• The job card is designed as a mobile-first interface. On desktop, the layout adapts with the pill bar available in bottom or left-side positions.
• Tab order preferences are saved per technician and persist across sessions. Set your default tab in preferences (gear icon).
• The dashboard view includes a shift clock widget at the bottom showing your current clock-in status.

Permissions

• Requires my_jobs.access capability.
• Must be a technician or have can_work_as_technician enabled.
• Non-technicians accessing /my-jobs/{id} are redirected to /work-orders/{id}.