For field users on Carrotz Documentation

Home screen — your overview

Mon, 01 Jan 0001 00:00:00 +0000

Home screen — your overview#

Menu path: App: Home · Desktop: Overview

The home screen is your starting point. It gives a quick overview of what matters right now, so you know what’s urgent before you head out.

As a field user you work mostly in the app. This page describes the app first, and mentions the desktop version where it differs.

In the app#

The app home screen with shortcuts and counters

You see:

Finding work orders

Mon, 01 Jan 0001 00:00:00 +0000

Finding work orders#

Menu path: App: Work orders · Desktop: Work orders

A work order (WO) is the job to be done. Before you can carry it out, you have to find it.

In the app#

Tap Work orders in the bottom menu. The list is already sorted for you — grouped by urgency:

Overdue (with a count)
Due today
Further ahead

You don’t need to sort or filter yourself. What’s urgent sits at the top.

Carrying out work orders

Mon, 01 Jan 0001 00:00:00 +0000

Carrying out work orders#

Menu path: App: Work orders · Desktop: Work orders > click the row

This is the heart of field work: doing the job and documenting it while you’re in it.

Opening a work order#

In the app: tap the work order in the list and it opens full screen. This is how you work in the field.

A work order opened in the app, with tasks and progress

On desktop: click the row itself in the list. The work order slides out in a panel on the right while the list stays behind — handy when you’re working through many in a row.

Creating a one-off job

Mon, 01 Jan 0001 00:00:00 +0000

Creating a one-off job#

Menu path: App: + in the bottom menu · Desktop: Overview > + or Work orders > +

A one-off job is a work order you create yourself, for something to be done once — not something coming from a maintenance plan.

Typically you’re out somewhere and notice something: a part needs replacing, something needs tightening, a verbal request needs to become a job. You create it where you stand, on your phone.

Deviations and cases

Mon, 01 Jan 0001 00:00:00 +0000

Deviations and cases#

Menu path: App: Cases or + · Desktop: Cases — or from an open work order

Cases are used to record and follow up events and needs. A deviation is one type of case: something that isn’t as it should be.

This is arguably the most important thing you do as a field user. What you report is what the organisation actually gets fixed.

Case types#

There are eleven case types. Choose the one that fits best — the list is fixed, and organisations cannot create their own.

The app in the field

Mon, 01 Jan 0001 00:00:00 +0000

The app in the field#

Menu path: The mobile app

The app is built for work out in the field. It covers what you need while the job is happening.

The app is installed from the browser, not from the App Store or Google Play. See Installing the app.

What you do in the app#

Open work orders and see the tasks belonging to them
Complete checklists and document with photos
Upload documentation — photos and files from the field
Write comments as you go
Record deviations when you spot something
Log hours on the job
Open documents — instructions, procedures, O&M
Sign documents where the signing feature is available in the mobile flow
Complete a JSA when the job requires it

A work order opened in the app

The app home screen with shortcuts and department selection

Work orders are grouped by urgency#

The list splits into Overdue, Due today and further ahead, with a count in each group. You don’t have to sort — what’s urgent is at the top.

Good practice

Mon, 01 Jan 0001 00:00:00 +0000

Good practice#

Accurate records give better history, easier reporting and better maintenance over time. These are the habits that pay off most.

The four ground rules#

1. Record what is to be done, where, on which object, and who is responsible. Without the object and location, the work ends up outside the history where someone will go looking for it.

2. Document the actual work. Comments, photos, deviations, hours and materials. Not just that the job was done, but what was done.

Clocking in and out

Mon, 01 Jan 0001 00:00:00 +0000

Clocking in and out#

This is an add-on module. Most organisations don’t use it. If you don’t see a “Clock in” button, the module isn’t enabled where you work — and the rest of this page isn’t relevant to you.

If your organisation uses clocking in and out, you record when the working day begins and ends.

How to do it#

The Clock in button sits at the top of the home screen — both in the app and in the desktop version. Tap it when you start, and clock out when you’re finished.