Splash / Login Screen — App logo with Sign In and Face ID buttons.
Microsoft Account Selection — Users pick from existing Microsoft accounts or sign in with a new account.
Login flow: * Tap Sign In on the launch screen. * The Microsoft login page opens in a secure browser. * Select or enter your organizational account. * Upon successful authentication, you are redirected to the Home screen. * Returning users can use Face ID for faster login. ## Home Screen The Home screen is the central hub of the app. It greets the logged-in user by name, shows today's tasks, and provides quick access to all major features via the bottom navigation bar.
Home Screen — Personalized greeting, today's task list, Map View toggle, and bottom navigation bar.
Bottom Navigation Bar tabs: * Home – Today's tasks and quick actions * Tasks – Full task calendar and list * Customers – Customer directory * Contacts – Contacts, call log, and dialer * Notes – All notes and voice notes * More – Timesheets, Projects, Record Activity, Artifacts, Checklist ### Offline & Sync Banners FieldWorker is built for field use and handles connectivity issues gracefully. Status banners are displayed at the bottom of the Home screen to inform the worker of the current connectivity state.
No Internet Connection (orange banner) — All changes are saved locally and will sync automatically when connectivity resumes.
Server Temporarily Unavailable (red banner) — The device is online but the server cannot be reached. Changes will sync when the server is back.
Syncing (blue banner) — Active sync in progress. Pending local changes are being uploaded.
### Map View Toggling the Map View switch on the Home screen overlays a Google Maps view above the task list. The map plots the worker's current location and task locations, giving a spatial overview of the day's work.
Home Screen with Map View enabled — Map shows the task location pin. Task card includes Cancel, SOS, and Check-in action buttons.
Task card elements in Map View: Task name and type (e.g., Habilitation Visit) * Location address * Date and time window * Cancel – Remove the task from the current view * SOS – Emergency alert button * Check-in – Begin the check-in process for this task ### Check-In / Check-Out Workflow Workers check in when they arrive at a task location and check out when they leave. The system records precise timestamps for payroll and compliance purposes.
Check-In Confirmation — Displays the task name and exact timestamp. Tap Check-in to confirm.
Checked-In Success — A confirmation screen with the check-in timestamp. Tap Done to return to Home.
Check-Out Prompt — Informs the worker if eSignature and/or forms must be completed before checking out.
Required Forms Before Check-Out — Lists any forms that must be filled out. Tap Check-out once ready.
Checked-Out Success — Confirms the check-out with a timestamp. Tap Done to return to Home.
Check-In / Check-Out flow summary: 1. Tap Check-in on the task card. 2. Confirm the check-in timestamp. 3. A success screen confirms the check-in. 4. To check out, tap Check-out (or initiate from the task). 5. If required forms or eSignature are pending, the app will prompt the worker to complete them. 6. A success screen confirms the check-out time. ### eSignature When an eSignature is required for a task, a full-screen signature pad is presented before check-out is finalized. The signature is geo-tagged with the task location, date, and time.
eSignature Screen — The customer or worker draws their signature. Metadata (signer name, address, date/time) is displayed beneath the signature area. Tap Done to save.
Signature screen controls: * Cancel – Discard and go back * Clear – Erase the current signature and start over * Done – Save the signature and proceed ### Side Drawer Menu The hamburger icon (≡) in the top-left corner opens the side drawer, which provides access to profile settings, language selection, help resources, and log out.
Side Drawer — Displays the worker's name and Employee ID. Menu items: Profile, Help, Español (language toggle), Log Out, and Rate Us.
Drawer menu items: * Profile: View and edit personal profile information. * Help: Access in-app help and support resources. * Español / English: Switch the app language between English and Spanish. * Log Out: Sign out of the current session. * Rate Us: Rate the app in the App Store. ### Quick Create (FAB) Menu The blue (+) floating action button in the top-right corner of the Home screen provides fast access to create new records without navigating through multiple screens.
Quick Create Menu — Six quick-create options: New Task, New Timesheet, New Contact, New Note, New Voice Note, and Upload Artifact.
Quick create options: 1. New Task – Open the task creation form 2. New Timesheet – Open the timesheet entry form 3. New Contact – Open the contact creation form 4. New Note – Open the note creation form 5. New Voice Note – Open the voice note recorder 6. Upload Artifact – Open the artifact upload screen ## Tasks The Tasks tab provides a calendar-based view of all assigned tasks. Workers can browse by week, view task details, and create new tasks directly from this tab. ### Task Calendar View
Tasks Tab — Weekly calendar strip at the top. Today's date is highlighted. Task cards show name, type, location, and time window.
Calendar view features: 1. Horizontal week strip with day and date labels — tap any day to jump to it. 2. Task cards are listed below the calendar for the selected day. 3. Each card shows the task name, task type, address, date, and time range. 4. A puzzle-piece icon in the top-right opens additional task options. ### Task Detail Tapping a task card opens the Task Detail screen with full information about the task and action buttons in the header toolbar.
Task Detail Screen — Full task metadata, including description, type, project, assignee, dates, status, priority, billing, prerequisites, project manager, notes, and captured eSignature.
Task detail fields: Description: Free-text description of the task. Task Type: Category of work (e.g., Habilitation Visit, Home Visit, Phone Call). * Associated Project: The project this task belongs to. * Assigned To: The worker responsible for the task. * Project Start – End Date: Duration of the parent project. * Status: Current status of the task. * Priority: Low, Medium, or High. * Billable to Customer: Whether the task is billed to the customer. * Prerequisites: Tasks that must be completed before this one. * Added On: Date the task was created. * Project Manager: Name of the project manager. * Notes: Any notes attached to the task. * Signature: Captured eSignature for the task. * Toolbar icons (top-right): * Forms – View and fill out forms associated with the task. * Upload – Upload an artifact for this task. * Edit – Modify the task details. * Voice Note – Record a voice note for this task. ### Create New Task Creating a task is a three-step process: Basic Details, Date & Location, and Final Details.
Step 1: Basic Details — Enter Task Title (required), Task Description, select a Project, choose a Task Prerequisite, and select the Type of Task.
Step 2: Date & Location — Set the Task Start and End Time, optionally configure a Recurrence (repeat task), and select or add a Location via the integrated map.
Step 3: Final Details — Choose who the task is Assigned To (Self or another worker), set the Priority, indicate if it is Billable to a customer, require an eSignature (Yes/No), and add any Notes/Comments. Tap Create Task to save.
Required fields summary: * Step 1: Task Title, Project, Type of Task * Step 2: Location * Step 3: Assigned To, Priority, Billable to Customer, Signature Required ## Timesheets The Timesheets section, accessible from the More menu, allows workers to review their weekly time entries and add manual timesheet records. ### Timesheet Weekly View
Timesheets Screen — Week navigator with arrow controls. Weekly Scheduled and Worked hours are shown at the top. Each day displays a breakdown. Tapping an entry reveals edit and form options.
Weekly view features: * Navigate weeks using the back (◀◀) and forward (▶▶) arrows. * Weekly Scheduled vs. Weekly Worked totals are displayed at the top. * Each weekday shows the scheduled and Worked time in hours. * Individual timesheet entries expand to show: start/end date-time, project, added by, scheduled time, and worked time. * Edit Entry – Modify an existing timesheet record. * Forms – View/fill forms associated with the timesheet entry. ### Add Timesheet Entry
Add Timesheet Entry — Select Project, Task Type, and Task Title, then set the Start Date/Time and End Date/Time. Tap Add Entry to save.
Fields: * Project: The project this time was spent on. * Task Type: Category of work performed. * Task Title: Free-text title for the timesheet entry. * Start Date / Time: When the work started. * End Date / Time: When the work ended. ## Customers The Customers tab displays a searchable, filterable directory of all active customers assigned to the worker. ### Customer List
Customer List — Alphabetical list of active customers. Each row shows the customer's name, phone number, and DDD ID. Search, Filter, and Sort By controls are available.
List features: * Search bar to find a customer by name. * Filter – Apply filters such as status or type. * Sort By – Sort the list alphabetically or by another field. * Each customer tile shows Name, Phone, and DDD ID. ### Customer Detail Tapping a customer opens their detail page with two tabs: Customer Details and Notes/Comments.
Customer Details Tab — Full customer profile: Customer ID, Customer DDD ID, Customer Local ID, Type, Status, Email, Phone, Address, Date of Birth, Gender, Medicaid Eligibility, Acquired Date, and County.
Notes/Comments Tab — Shows the most recent 10 notes for the customer, listed with author, date/time, project, and task context. Each note can be edited using the pencil icon.
Toolbar icons on the Customer Detail screen: 1. Add Note – Create a new note linked to this customer. 2. Upload Artifact – Upload a file or photo for this customer. ## Contacts The Contacts tab has three sub-sections: Call Log, Contacts, and Dialer. It allows workers to manage their professional contacts and make calls directly from the app. ### Call Log
Call Log Tab — Chronological list of recent calls, including caller name, phone number, and time. Unknown callers are labeled as 'customer'.
### Contacts List
Contacts Tab — Searchable and filterable list of all contacts with name and phone number. Tap the phone icon to call a contact directly.
List features: * Search contacts by name. * Filter and Sort By options. * Tap the phone icon on any contact row to initiate a call. ### Dialer
Dialer Tab — A full numeric keypad for dialing any phone number. Tap the green call button to place the call.
### Add New Contact New contacts are created through a two-step form accessible from the Quick Create menu or the Contacts toolbar.
Step 1: Personal Details — First Name (required), Last Name (required), Address (required), Email Address, and Phone (required). Additional phone numbers can be added using the + button.
Step 2: Other Details — Designation, Related Customer (required), Contact Status (required), Contact Type (required), First Contact Date, Last Contact Date. Tap Create Contact to save.
## Notes The Notes tab centralizes all text and voice notes created by the worker. Notes can be linked to customers, projects, and tasks for easy reference. ### Notes List
Notes List — All notes displayed in reverse chronological order. Text notes show a pencil icon; voice notes show a speaker icon. Each entry shows the title, customer name, author, and timestamp.
List features: * Search by note title or content. * Filter – Filter notes by type, customer, project, or date. * Sort By – Sort by date or other criteria. * The + icon in the top-right opens a new note form. * Voice notes are identified by the speaker (🔊) icon and can be played back. ### Create New Note
New Note Form — Select a Customer (required). Optionally link to a Project and Task. Add an optional Note Title and enter the Note text (required). Tap Create Note to save.
Fields: * Customer: The customer this note is about (required). * Project: Optional — link the note to a specific project. * Task: Optional — link the note to a specific task. * Note Title: Optional short title for easy identification. * Note: The main text content (required). ### Create Voice Note
New Voice Note Form — Select Customer (required), Project (required), and Task (required). Add an optional title. Tap the microphone to start recording. STOP ends the recording; PLAY allows review before saving.
Recording controls: * Microphone icon – Tap to start recording (timer shows elapsed time). * STOP – End the recording. * PLAY – Listen to the recording before saving. * Create Voice Note – Save the voice note linked to the selected customer/project/task. ## More Menu Tapping 'More' in the bottom navigation opens a bottom sheet with additional modules: Timesheets, Projects, Record Activity, Artifacts, and Checklist.
More Menu Bottom Sheet — Five options: Timesheets, Projects, Record Activity, Artifacts, and Checklist.
### Projects
Projects List — All ongoing projects assigned to the worker, with project name, service type, and date range. Search, Filter, and Sort By are available.
### Project Detail & Locations
Project Detail — Shows the project name, date range, a preview of associated Tasks (View All), and Artifacts (View All). Quick-action buttons for Forms and Comments are at the bottom. Location and upload shortcuts are in the toolbar.
Project detail toolbar icons: * Location pin – Add a new location for this project. * Upload – Upload an artifact to this project.
New Location Form — Enter an Address (with GPS auto-fill option), Association Date, Country Code, Phone, Location Status, and Location Type. Tap Create Location to save.
### Record Activity Record Activity allows workers to log ad-hoc work activities that were not pre-scheduled as tasks. This is a three-step form.
Record Activity – Step 1: Basic Details — Enter Activity Title, Activity Description (both required), select a Project, and choose an Activity Type.
Record Activity – Step 2: Date & Location — Set Task Start and End Time, and select the Location from the map. The GPS pin auto-detects the current location.
Record Activity – Step 3: Final Details — Add Contributors (select employees), set Priority, indicate if Billable to Customer, and add Notes/Comments. Tap Create Task to save.
### Artifacts The Artifacts section is a repository of all files and photos uploaded by the worker. It supports two display modes: list and grid.
Artifacts List View — All uploaded artifacts shown in a list with file name, type (pdf, jpg, json, docx, etc.), and upload date. Search, Filter, and Sort By are available.
Checklist – Choose a Project — Searchable list of all projects with their task count and date range. Tap a project to view its task checklist.
Checklist – Project Tasks — Active Tasks appear at the top with an empty checkbox. Completed Tasks appear below with a checked (filled) checkbox and struck-through text. Tasks show their date range.
## Profile & Settings The Profile screen is accessible from the side drawer. It shows the worker's personal and employment information stored in the system. Profile information includes: 1. Full name and Employee ID (shown in the drawer header). 2. Personal contact details. 3. Employment and organizational details. Settings available from the drawer: * Language: Switch between English and Español. * Rate Us: Opens the App Store rating prompt. * Help: Access support and documentation resources. * Log Out: Ends the current session and returns to the Login screen. ## Upload Artifact Artifacts (files and photos) can be uploaded from multiple entry points: the Quick Create menu, the Customer detail screen, the Project detail screen, and the Task detail screen. All artifacts are accessible in the centralized Artifacts list.
Upload Artifact – Choose Method — Two options: Upload File (from device storage) or Take Picture (using the device camera).
Upload a File — Enter a File Name (required), preview the selected file, optionally replace it using 'Upload a Different File', then select the associated Project and Task before uploading.
Upload a Picture — After taking a photo, a preview is shown. Enter a File Name, optionally retake the photo, select the Project and Task, then tap Upload to save.
Supported file types include: * Images: JPG, PNG, JPEG * Documents: PDF, DOCX * Data files: JSON, PLIST * Other files supported by the device file system The Fieldworker mobile app supports and can be deployed using multiple international languages.
