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 header is split into two parts so you can tell information apart from actions.
3. An information strip of flat, read-only pills. These tell you the state of the job and never do anything when tapped:
   • Registration plate, vehicle make/model, year, customer name, and assigned bay.
   • Current status (Scheduled, In Progress, Awaiting Parts, Quality Check, Complete).
   • Vehicle presence (checked in, customer waiting, not on site).
   • Mileage and parts-ordered flags when they apply.
4. An action area with exactly one main button plus an Actions menu:
   • One context-aware primary button that shows the obvious next step (for example “Check in vehicle”, “Start Job”, “Mark complete”, or “Resume”).
   • An Actions menu (marked with a downward chevron) holding everything else, such as changing the vehicle’s presence, recording mileage, and other status changes.
   • A running timer appears here if you have an active time session on this job.

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.

Checking the vehicle in or out

1. You can set the vehicle’s presence yourself, without waiting for a manager. This means you can start your own job once the car arrives.
2. To check a car in, tap the primary Check in vehicle button (it appears when the job is ready to start but the car is not on site yet). Enter the mileage if you have it, or skip it.
3. To change presence at any other time, open the Actions menu and choose Vehicle status, then pick the state (checked in, customer waiting, or not on site).
4. Once the car reads as on site, the primary button changes to Start Job.

Customer-handover states (ready for pickup, picked up) are handled by the front desk, so they are not in the technician menu.

Changing Job Status

1. The single primary button always shows the next obvious step for the job. Tap it to move forward: Start Job, Mark complete, or Resume.
2. Other status changes live in the Actions menu, labelled as plain actions.
3. Any status change made from the Actions menu asks you to confirm first, so an off-path change can never happen on a single accidental tap. The forward primary button does not need a second tap.
4. 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.

Awaiting parts: two options

When you are waiting on a part, the Actions menu gives you two clearly different choices. Pick the one that matches the situation.

1. Parts on order — keep working. Use this when a part is on order but the car stays on the ramp and you carry on with the rest of the job. It raises a “parts on order” flag only. The job status does not change, your time keeps running, and there is no confirmation to slow you down. When the flag is already on, the same menu item reads Clear parts-on-order, so you can switch it off.
2. Awaiting parts — off the ramp. Use this when the missing part means the car comes off the ramp and the job is parked. It moves the job to Awaiting Parts status, raises the parts flag, and stops your time on this job. Because that is a real work-stop, it asks you to confirm first.

When the part arrives, tap the primary Resume button to move the job back to In Progress. Resuming clears the parts flag.

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”.	Tap the Check in vehicle button (or Actions > Vehicle status) to check the car in yourself, then tap Start Job.
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}.