Guide / On the phone app

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On the phone app

The phone app is the field half of Jobdeck. It shares one login and one set of data with the dashboard, and it changes to suit your role: the crew get a simple app built for the tools, the boss gets a command centre with everything the dashboard has.

Getting in

  1. Sign in or create an account. Same login as the web dashboard. Enter your email and password, or tap Continue with Apple / Sign in with Google. New accounts need a password of at least 8 characters.
  2. Verify by email code. Jobdeck emails a 6-digit code, punch it in. Didn't turn up? Hit Resend code (short cooldown).
  3. Set yourself up (starts your trial). Enter your name, then Create a business and name it — that starts your 14-day free trial and lands you on the Today tab as the boss.
  4. Joining a crew? Your boss invites you from Team and sends a code or a link. Tap the link (it opens the app) or choose I have an invite and paste the code, then Join business. You still make your own account and verify by email first — the code just attaches you to the business.

For the crew: built for the tools

A worker's app is four tabs, with no dollar figures and no clutter:

Today
Your next job with a big Navigate (opens Maps) and I'm on site button, plus quick actions: fill in a diary, your hours, claim money back, ask for a day off, and see the rest of today's jobs.
Diary
Your daily paperwork list — which jobs still need writing up, what's saved, and what's waiting to sync.
Hours
Your worked hours for the week, built automatically from the diaries you write (no separate clock). Flick between weeks; tap a day to see the jobs behind it.
Me
Your details and one-tap tools: your card, expenses, leave & RDO, your employment agreement, your hours, licences, notifications, location sharing on/off, and sign out.

Your day on the tools, in the app:

  1. Heading out? On Today, tap On my way to text the customer an ETA (15 / 30 / 45 min), and Navigate to open Maps.
  2. On site, open the job for the address, description, customer, your crew and the safety docs. Add materials or snap photos as you go.
  3. Write the diary. Start/finish times (or tap Clock on / off now), a break, notes (dictate with the mic, tidy with one tap) and site photos. It saves on the phone and syncs when you've got signal, so no reception is no problem.
  4. Your hours build themselves from those diaries — just check them on the Hours tab.
  5. Out of pocket? Claim it back. Amount, category (fuel / materials / tools / parking), snap the receipt, link it to a job, send. It goes to payroll.
  6. Need a day off? Ask for leave or an RDO (annual / sick / RDO / unpaid). It goes to the boss to approve.

For the boss: the whole business in your pocket

Sign in as an owner or admin and the app becomes a command centre — Today, Jobs, Money, Team and More:

Today
A calm command centre: the day's shape ("3 jobs on · 2 on site"), quick actions (new quote, raise invoice, assign a job, match a bill), who's on which job, and a "needs attention" list — crew to plan, jobs to invoice, missing diaries, quotes to chase.
Jobs
The full job list with search and filter chips (All / Scheduled / Active / Done / Quoted), and a + to create a job.
Money
Owed to you with an ageing breakdown, raise or view invoices, and the books — quotes, invoices, reports, payment details. Hidden unless you have money access.
Team
The "prep for the boss" desk — jobs to get on the board, who's free or on site, finished jobs ready to invoice, and tools like purchase orders, team hours and permissions.
More
One organised home linking to everything else, mirroring the areas of the dashboard — quotes, billing run, receivables, reports, SOPA register, price book, templates, contractors, plant, toolbox talks, incidents, licences, integrations, plan and settings. What appears depends on your permissions.

Everything documented elsewhere in this guide is reachable on the phone too, through More. The phone and the dashboard are two windows onto the same business.