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  • Getting started
    • Set up your company: the owner guide
    • Invite your team
    • Connect payments (Stripe)
    • Keyboard shortcuts
  • Customers and locations
    • Add a customer
    • Add and manage service locations
    • Import customers from a spreadsheet
  • Jobs and scheduling
    • Create, dispatch, reschedule and reassign: the dispatcher guide
    • Create a job
    • Dispatch a job to a technician
    • Reschedule or reassign a job
    • Job statuses and what they mean
    • Texts and emails customers get about their job
    • Cancel or delete a job
  • Estimates, invoices and payments
    • From estimate to paid invoice: the office guide
    • Create and send an estimate
    • Turn an accepted estimate into a job or an invoice
    • Create and send an invoice
    • Record a cash, check or card payment
    • How customers pay an invoice online
    • Chase an unpaid invoice
    • Refund a payment
  • Technician mobile and offline
    • Install the Ormi Field app and sign in
    • Start and finish a job from your phone
    • Work offline and sync later
    • What a job needs before it can be completed
    • Take a payment in the field
    • Live location sharing: when it runs and how to stop it
  • Team and roles
    • Roles and permissions
    • Field access and billing
  • Integrations
    • Connect QuickBooks Online or Xero
    • See your Ormi schedule in Google Calendar
    • Export your data
  • Troubleshooting
    • A technician can't see a job on their phone
    • Changes made offline are not syncing
    • Can't sign in
  • Billing and plans
    • How Ormi billing works
    • Which technicians count on my bill?
    • The 15-day free trial
  1. Help Center
  2. /Technician mobile and offline
  3. /Start and finish a job from your phone

Start and finish a job from your phone

The technician guide: head out, start the job, capture what the office needs, and complete it, with or without a signal.

For
Technician
Where
Android app
Updated
October 16, 2026

Before you start

  • You are signed in to the Ormi Field app. See Install the Ormi Field app and sign in.
  • The job is assigned to you. Assigned jobs appear under Jobs and on Today.

1. Head out#

  1. Open the job from Today or Jobs.
  2. Tap On My Way. Choose Send & open Maps to text the customer and start directions, or Send only.
  3. If asked, allow location. Live sharing lets the office and customer see your ETA, and it only runs from On My Way until you start the job.

Opening directions from a dispatched job also marks you On My Way and texts the customer, without asking first.

2. Start the job#

  1. On site, tap Start job, then Start to confirm.
  2. The job timer starts and live location sharing stops. You will see "Job started".

Tapped On My Way by mistake? Tap Undo En route before the customer text goes out. After it has gone, the app says "Customer has already been notified via SMS."

3. Capture the work#

  • Photos: on the Work tab, take photos and tag them Before, During, After, Damage or Completion.
  • Notes: Add a note, and choose Internal or Customer-visible.
  • Parts: Add product under Products & materials.
  • Forms: open any required form and tap Submit form.
  • Signature: the customer enters their Full name, signs, and you tap Adopt and save signature.

4. Complete it#

  1. Check the bar at the bottom. If it says "items left before you can finish", tap Review Items and do each one.
  2. Tap Complete Job.
  3. Choose Full completion, Partial completion (more work needed) or Couldn't complete today.
  4. Submit with Complete Job, Save partial & continue or Log & return to route.

Completing a job stops its timer but does not clock you out. Use Time and Slide to clock out, or Finish workday, at the end of the day.

No signal on site?#

Keep working. Status changes, photos, notes, signatures, forms, parts and cash or check payments are saved on the phone and sent when you reconnect. The job shows Pending sync until then. See Work offline.

What if this fails?

"Customer signature is required" (or a form, note, photo or time) when I tap Complete Job.
Your company requires it before a job can be completed. Add the missing item and tap Complete Job again. See What a job needs before it can be completed.
The job is not in my list.
Pull down on Jobs to refresh. If it is still missing, it is not assigned to you; ask your dispatcher. See A technician can't see a job.
"Job started · sync pending".
You are offline. The start is saved and will send when you reconnect. Carry on.

Related tasks

  • Work offline and sync laterTechnician mobile and offline
  • What a job needs before it can be completedTechnician mobile and offline
  • Take a payment in the fieldTechnician mobile and offline

Still stuck?

If you already use Ormi, the ? button in your dashboard sends a question to our team with your account attached. Otherwise:

Phone
(972) 944-0404
Email
[email protected]
Message
Contact page

On this page

  • 1. Head out
  • 2. Start the job
  • 3. Capture the work
  • 4. Complete it
  • No signal on site?
  • What if this fails?
  • Related tasks
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