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The Tech Ops Manual

The app's built-in Help Center, published to the web — every tab, every screen, every role. Jump to a topic from the sidebar or search it. Inside Tech Ops, the ? button on any tab (and F1 on web and desktop) opens these exact topics.

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Tech Ops Manual

23 topics across Basics · Tabs · More — the same help content the app ships in v0.8.922. Everything below is generated straight from the in-app Help Center, so it always matches what you see on screen.

Basics#

Getting Started gettingStarted#

The essentials: signing in, finding your way around, and where your day begins.

How to use

  1. Log in with the credentials your company admin provided. If you received an invitation code, enter it on the login screen to activate your account.
  2. Your home screen is MY DAY — a dashboard shaped by your role. Tap the home icon in the header to return to it from anywhere.
  3. Tabs live in the bottom bar (phone) or the left rail (desktop). Extra tabs are under MORE.
  4. Check your Profile to verify your name, contact info, and notification preferences.
  5. On phone, tablet and desktop builds you can set up a Quick PIN in Profile > Security for faster sign-in on that device.

Related My Day Profile

My Day myday#

Your role-based daily dashboard: a greeting panel followed by stacked status cards. Sections hide themselves when they have nothing to show.

How to use

  1. Tap the home icon in the header any time to return to My Day.
  2. Tap any row in MY TICKETS, ACTIVE TRIP, or MESSAGES to jump straight to that ticket, trip, or conversation.
  3. Pull down to refresh every card at once.
  4. Use the + button or the 3-dot menu to add a quick Reminder; swipe a reminder on the REMINDERS card to dismiss it.

Related Notifications Work · Tickets

Notifications notifications#

The bell in the header collects everything that needs your attention — assignments, mentions, SLA warnings, approvals, trip prompts — grouped by date with one-tap actions.

How to use

  1. Tap the bell to open the Notification Center; the badge shows the unread count.
  2. Tap a notification to jump to its ticket, trip, or chat.
  3. Use the filter chips (All, Unread, or a specific type) to narrow the list.
  4. ACCEPT or DECLINE ticket invitations right on the card.
  5. Trip prompts offer one-tap progression — start travel, start work, or resume — without leaving the tray.
  6. Tap MARK ALL READ to clear the badge.

Related My Day Trips

Tabs#

Work · Tickets work.tickets#

The ticket browser — every service ticket in one searchable, filterable list. Tickets flow Pending > Assigned > In Progress > Submitted > Completed > Closed.

How to use

  1. Use the view dropdown to switch between Tickets and Projects.
  2. Type in the search box to filter the list live.
  3. Tap FILTER to narrow by Show (Not closed / Mine / Closed / All), status, and sort order — the badge shows active filters.
  4. Tap + to create a new ticket.
  5. Tap a ticket card for a quick preview; tap the open arrow to jump into the full ticket with its Details, Activity, Events, Photos, and Parts tabs.
  6. Scroll to load more automatically; pull down to refresh.

Related Work · Projects Calendar Trips

Work · Projects work.projects#

Multi-ticket jobs with objectives, budget, inventory and time rollups. A project groups tickets and tracks progress from Proposed through Completed.

How to use

  1. Switch the view dropdown from Tickets to Projects.
  2. Tap + to create a project; tap a card to open its detail.
  3. Inside a project: the Objectives tree tracks tasks and groups — tap an objective to edit, assign, or complete it.
  4. Link tickets on the Tickets tab (NEW TICKET or LINK EXISTING) — linked tickets power the Budget, Inventory, and Time tabs.
  5. When every objective is done, the project prompts for close-out and client sign-off (with signature and PDF report).
  6. Use FILTER for Show (All / Mine / Overdue), status, and sorting.

Related Work · Tickets Reports

Calendar schedule#

The company calendar: tickets, recurring service events, and reminders on one Month / Week / Day grid.

How to use

  1. Switch views with the Month | Week | Day control; tap Today to jump back; use the arrows (or swipe on phone) to move around.
  2. Tap + New event, or tap an empty day cell, to create an event pre-filled with that date.
  3. Tap any event chip for its detail (edit from there); tap a ticket card to open the ticket.
  4. Red needs-scheduling cards are service events waiting for a date — tap one and confirm to create the PM ticket.
  5. The gear menu has Go to Date, Share calendar, Refresh, and Event colors.
  6. FILTER narrows by client, priority, red-flagged only, and shared events; the SHARING row shows who sees your calendar.

Related Work · Tickets My Day

Chat chat#

Team messaging in channels — direct messages, team channels, per-ticket channels, and your Clippy AI conversation, grouped in one lobby.

How to use

  1. Tap a channel to open the conversation; unread counts show on the right.
  2. Tap + to create a channel (if your role allows it).
  3. Long-press a channel for Mark as Read or Archive.
  4. Tap a category header (DIRECT MESSAGES, TEAM CHANNELS, …) to collapse or expand it — the app remembers your choice.
  5. Search finds lobbies and people; the filter offers Unread only.
  6. The CLIPPY tile starts your private AI assistant chat.

Related Clippy AI Notifications

Directory · People directory.people#

The company rolodex — everyone on the team, searchable by name, role, or email.

How to use

  1. Use the view dropdown to switch between People, Clients, and Sites.
  2. Tap a person to open their profile — contact info, role, branch, and quick actions.
  3. Tap + to add a person (role-gated by your company rules).
  4. FILTER narrows by role; the region toggle scopes the list to your branch.

Related Directory · Clients Directory · Sites

Directory · Clients directory.clients#

Your customer companies — each client profile holds contacts, sites, tickets, and contracts in one place.

How to use

  1. Tap a client card to open its profile.
  2. Tap + to add a client; the address field auto-completes and pre-fills city, state, and ZIP.
  3. Long-press a client card to group it under a parent company, break it out, or move it — siblings share the same parent.
  4. FILTER narrows by branch.

Related Directory · Sites Directory · People

Directory · Sites directory.sites#

Every service location — addresses, coordinates for the Status Map, equipment, and site health.

How to use

  1. Tap a site card for its profile: contacts, tickets, walkthrough, health report, and directions.
  2. Tap + to add a site — the address lookup fills the fields and geocodes the pin for the Map tab.
  3. Long-press a site to move it under a different client or group.
  4. FILTER narrows by client or branch; the region toggle scopes to your branch.

Related Status Map Virtual Walkthrough

Status Map map#

A live pin map of your sites, colored by ticket, event, and health status, with an URGENT feed of items that need attention.

How to use

  1. Tap a pin for the site popup — from there: Create ticket, Open site profile, Get directions, or open the HEALTH REPORT.
  2. Tap items in the feed panel to jump to the ticket, project, event, or health item.
  3. Search sites from the header; FILTER offers category, Sites, Custom places, and Critical only toggles.
  4. Use + / − to zoom; tap All sites to clear a selection.

Related Directory · Sites Virtual Walkthrough

Inventory inventory#

Parts and equipment tracked in containers — your truck, the warehouse, a job box. See what is assigned to you or browse every container.

How to use

  1. Use the view dropdown: Assigned to Me, Catalog, or All.
  2. Tap a container to see its parts; tap a part for details and quantity adjustments.
  3. The 3-dot menu holds Transfer Items, Scan Mode (QR), and Bulk AI Add from photos (AI seat).
  4. Transfers move parts between containers with an accept step on the receiving end.
  5. FILTER narrows by kind, manager, or owner; managers can group by tech. The region toggle scopes to your branch.

Related Part Catalog Files

Part Catalog inventory.catalog#

The company-wide parts master list — names, photos, barcodes, and prices. Techs scan purchases into their inventory against it.

How to use

  1. Open it from the Inventory view dropdown (Catalog) or the PART CATALOG button.
  2. Tap a catalog item to view or edit its details, photo, and barcode.
  3. Tap + to add a part (catalog editors only) — set name, number, barcode, and pricing.
  4. In Scan Mode, scanning a known barcode checks the part straight into your container.

Related Inventory

Virtual Walkthrough walkthrough#

Pick a site and open its Virtual Walkthrough — a CAD-lite map of every room, device, and component on site, kept current by your team.

How to use

  1. Search or scroll the site list, then tap a site to open its workspace.
  2. The region toggle scopes the list to your branch.

Related Walkthrough Workspace Directory · Sites Status Map

Walkthrough Workspace walkthrough.workspace#

The site editor: a tree + canvas + inspector for rooms, entities, and components, with template stamping, imports, and audits.

How to use

  1. HOME ribbon: search, GROUP BY (Room / Container / Type), layers, status filter chips (All / Normal / Working / Trouble / Malfunction), marker size, and zoom.
  2. INSERT ribbon: add a Room, Entity, or Component by hand.
  3. Stamp a template: arm it from a template gallery, then click the canvas or a tree row to place a copy. Esc or ✕ disarms.
  4. IMPORT ribbon: Import CSV of devices, or upload a floor plan image to stamp onto.
  5. AUDIT group: New Audit builds a walk-the-plan checklist as a PM ticket; the progress chip tracks pass/fail; Report shares the client PDF.
  6. Tap any tree row or marker to open its inspector and edit details or status.

Related Virtual Walkthrough Status Map

Trips trips#

The live board of technician trips — who is en route, on site, working, or done, with travel and work timers.

How to use

  1. Use the view dropdown: All trips, En route, Working, or Completed.
  2. Search by trip, tech, or site.
  3. Tap a trip card for its sheet with View Tech, View Ticket, and Trip Detail.
  4. FILTER sets the sort (Tech name / Status / Time) and an auto-refresh toggle.

Related Work · Tickets Notifications

Files files#

The company File Locker — shared folders and files with search, type filters, and uploads.

How to use

  1. Tap a folder to open it; the + button acts on the folder you are in.
  2. Tap + for New Folder or Upload File.
  3. Search finds files and folders by name.
  4. FILTER narrows by type (Images / Video / Audio / Documents) and sorts by Name, Newest, or Largest.

Related Inventory

Reports reports#

Live dashboards over your real data: company Overview, Tickets, Team performance, and Inventory analytics.

How to use

  1. Use the view dropdown: Overview, Tickets, Team, or Inventory.
  2. On Overview and Tickets, tap FILTER to pick a date range — "All time" when unset; Clear resets it.
  3. Tap through cards to the underlying tickets or team members where offered.
  4. The 3-dot menu refreshes the numbers.

Related Work · Tickets Trips

Contracts contracts#

Service contracts and SLA policies — the contract library, client assignments, and response-time rules.

How to use

  1. Views: Library (templates), Assigned (per client/site), and SLA (response policies).
  2. Tap + for New Contract, Assign Contract, or New SLA Policy depending on the view.
  3. Contracts also appear on client and site profiles, where renewals surface as alerts.

Related Directory · Clients Calendar

More#

Admin Settings admin#

The company configuration hub — searchable groups of tools, each opening in the detail pane.

How to use

  1. Type in the pinned search bar to live-filter every row.
  2. Company: info, branding, Subscription & seats, billing history, branches & regions, SLA policies, escalation rules.
  3. Team & operations: team management, invite codes, custom titles and roles, paycodes, time entry types, ticket & signature settings, event types, payroll export.
  4. Company-wide rules: per-tab behavior rules (Work, Chat, Inventory, Directory, Schedule, Map, Timecard).
  5. Roles & permissions: what each role can see and do.
  6. Extend: marketplace add-ons, integrations & API, custom achievements, company store.

Related Profile Reports

Profile profile#

Your personal settings: appearance, security, notifications, workspace layout, fun extras, and help.

How to use

  1. Account: theme, accent color, display scale, language, Quick PIN, notification switches, and location services.
  2. Workspace: Tab Settings (show, reorder, default views), Timecard, Sync Inbox, and linked Devices with sign-out.
  3. Fun: achievements & XP, the cosmetic store, and the Arcade.
  4. Help: Help Center (this manual), Welcome Tour replay, Contact Support, and Send Feedback.

Related Getting Started Arcade

Clippy AI clippy#

Your AI assistant — ask about anything in your workspace, get troubleshooting help, or hand it a photo to look at.

How to use

  1. Type a question and send. Simple asks (reminders, schedule lookups, ticket status, part lookups) are answered instantly on-device — even offline.
  2. Tap the paperclip to attach a photo from Camera or Gallery — great for wiring, labels, and equipment surveys.
  3. New chat starts fresh; the broom clears history.
  4. Clippy can create reminders and calendar events for you — just ask in plain words ("remind me tomorrow at 8 to call the parts desk").

Related Chat My Day

Arcade games#

Casual games for downtime and team spirit — earn Arcade Tokens and climb the boards.

How to use

  1. Open it from Profile > Fun > Open Arcade.
  2. Tap a tile to play — slots, dice, idle tycoons, puzzles and more.
  3. Long-press a tile to reset that game's local save.

Related Profile

Generated from the in-app help registry (lib/help/help_topics.dart) · app v0.8.922 · 23 topics. This file is written by flutter test tool/generate_manual_html.dart — do not edit it by hand.