Your day in the field app
For the tech who just got handed a login. One stop, start to finish: what to tap, when to tap it, and how to collect before you pull away.
Updated July 2026 · 6 min read
If your shop runs on ServCTRL, this is the five-minute read before your first stop. The short version: your day is a list, each stop is one screen, and everything the office needs from you is a tap — not a phone call.
There's nothing to install. The field app runs in your phone's browser: sign in once with the login your office sent you, and add it to your home screen so it opens like an app. You'll only ever see your own assigned stops — not the whole shop's board.
Your day is the Today list
Open the app and you're looking at Today: your stops in order, each with the customer, the address, and the arrival window the office promised them. No group text to scroll back through, no calling in for the address.
If the office moves something on their board — a reschedule, a reassignment — your list just updates. The plan you're looking at is the current one.
Rolling to a stop
Tap a stop and everything about it is on one screen: what was quoted, the customer's contact, and three buttons that matter in the truck — Navigate (hands off to your maps app), Call, and Text.
When you leave for the site, tap On my way. If your shop has customer texting turned on, that one tap also sends the customer a heads-up text, which is the difference between "who's this in my driveway?" and an open front door. Tap Arrived when you're there, and Start work when the wrenches come out. That's the whole status system — the office sees each step on their board without anyone calling anyone.
No, it's not tracking you
There is no GPS in ServCTRL. The office sees exactly the status you tap and nothing else. Your location is your business; your progress is the shop's.
While you work: photos, notes, and the job that grows
Snap photos and drop notes right on the stop — the before shot, the corroded valve, the reading on the gauge. They save to the job, so the office sees what you saw and nobody has to describe a water heater over the phone.
When the customer asks for more while you're there — they usually do — don't just do it and hope it gets billed. Tap Change order, put a price on the extra work, and the customer approves it on the spot. Now it's part of the job and it lands on the invoice. The extra work you do on a handshake is the work the shop never gets paid for.
Wrapping up: signature, then payment
When the work's done, tap Wrap up. The customer types their name to sign off — that's the record that they saw the finished work and accepted it.
Then collect, right from the same screen. Three ways: the customer scans a QR code and pays by card on their own phone; you tap Text the pay link and they pay from the text; or they hand you cash or a check and you record it on the spot. Whatever they choose, the payment posts against the job immediately — no envelope riding around in the truck, no "did that check ever get entered?"
Collect before you pull away
The best moment to get paid is while you're still standing there and the fix is still impressive. A pay link sent from the driveway gets paid; an invoice emailed Thursday gets "I'll get to it."
Subcontractors: no login needed
If you're a sub riding along on one job, you won't get a login at all — you'll get a link. It opens the work order for that job: the address, the scope, and the customer sign-off. Do the work, capture the signature, done. Nothing to install, nothing to remember.
Key takeaways
- Your day is the Today list: stops, windows, addresses. It updates itself when the office changes the plan.
- Four taps run a stop: On my way, Arrived, Start work, Wrap up. The office sees each one without a phone call.
- No GPS, ever. The shop sees the status you tap, nothing else.
- Extra work gets a change order with a price and the customer's approval before you do it — that's how it makes the invoice.
- Collect at the door: QR code, texted pay link, or record cash and check. Payments post against the job instantly.
Questions, answered.
Do I have to install an app from the app store?
No. It runs in your phone's browser. Sign in once and add it to your home screen, and it opens like any other app.
Can the office see where I am?
No. There's no GPS and no location tracking. The office sees the status you tap — on my way, arrived, working, done — and nothing else.
What if the customer isn't home?
Call or text them from the stop screen — their number's right there. If it's a bust, tell the office and they'll reschedule it on the board; your list updates on its own.
Do I log my hours in the app?
No. ServCTRL has no time tracking. The shop bills the quoted price, not the clock, so there's nothing for you to log.
What can I see besides my own jobs?
Just your own assigned stops. Field logins don't see the office side — other techs' schedules, the shop's pricing settings, or the books.