Corejobtrack User Guide

Dual-mode (employee/customer) iOS task and ticket management app for Your company. Supports employees (full task and ticket management) and customers (portal access for tickets and company info).


Quick Start

For Employees

  1. Download the app (see Download and Log In).
  2. Sign in with your email/username and password.
  3. Create a task or ticket via the + button.
  4. Edit by tapping any item in the inbox.

For Customers

  1. Create an account or join existing (see Create an Account or Join an Existing Account).
  2. Sign in with your email and password (or use a magic link).
  3. Create a support or service ticket via the + button.
  4. Edit company, contacts, or equipment via the profile menu.

Table of Contents

Employee Guides

#GuideDescription
1Download and Log InWhere to get the app, login, preferences, server status
2Create Ticket or TaskTask from template, blank task, service ticket, support ticket
3Edit Ticket or TaskOpening records, editing, delete/archive/trash
4Service Ticket GuideFilling out service tickets (customer, equipment, details)
5Signature CollectionCollecting or declining customer signatures
6Support Ticket HandlingWorking with support tickets
7Task TemplatesCreating and using templates
8NotificationsActivity, system, push notifications
9Database LookupsCustomer, vendor, equipment search
10Other FeaturesArchive, trash, customers, vendors, settings, filters

Customer Guides

#GuideDescription
1Create an AccountNew company registration
2Join an Existing AccountJoining with a customer number, pending approval
3Create Support or Service TicketCreating tickets from the customer portal
4Edit Profile, Company, or EquipmentUpdating company, contacts, equipment

Access Level Summary

FeatureEmployeeCustomer
Login (email/password)YesYes
Create taskYesNo
Create service ticketYesYes
Create support ticketYesYes
Edit service ticket (full form)YesView only
Edit support ticketYesLimited (resolution)
Signature collectionYesCan sign (when requested)
Task templatesYesNo
Archive, TrashYesNo
Customers, Vendors managementYesNo
Edit own company/contacts/equipmentNoYes
NotificationsYesYes
Magic link loginNoYes

Placeholder Images

The following placeholder images are referenced in the guides. Add actual screenshots to docs/user-guide/images/ and replace as needed:

PlaceholderFilenameUsed In
Login screenplaceholder-login.png01-download-and-login
Create menuplaceholder-create-menu.png02-create-ticket-or-task
Get Signature buttonplaceholder-get-signature.png05-signature-collection
Notifications screenplaceholder-notifications.png08-notifications

Troubleshooting

[Placeholder: Add common issues and solutions, e.g., "Can't log in," "Offline sync," "Push notifications not working," etc.]


Function Inventory

For a detailed list of all functions and their access levels, see function-inventory.md.

Create an Account (Customer)

This guide covers how to create a new customer account in Corejobtrack. Use this when your company is not yet in the system. To join an existing account (e.g., you have a customer number), see Join an Existing Account.


Access

  1. Open the Corejobtrack app.
  2. On the Login screen, tap Create Account.
  3. The registration form opens.

New Company Flow

Company Info

FieldRequiredDescription
Company NameYes*Your business name.
AddressNoStreet address.
CityNoCity.
StateNoState or region.
ZIPNoPostal/ZIP code.

*Required when creating a new company (not joining an existing one).

Your Info

FieldRequiredDescription
First NameYesYour first name.
Last NameNoYour last name.
EmailYesEmail address (used for login and notifications).
PhoneNoPhone number.

Password

FieldRequiredDescription
PasswordYesChoose a secure password.
Confirm PasswordYesMust match the password.

Outcomes

After tapping Create Account, one of these results occurs:

OutcomeWhat Happens
Account CreatedYou are logged in automatically. The app navigates to your ticket list.
Magic Link SentYour email is already in the system. A login link was sent to your email. Check your inbox and spam folder.
Pending ApprovalYour account was created but requires approval (e.g., when joining an existing customer). See Join an Existing Account.

Tips for Novice Users

  • Use a work email — This is how you'll log in and receive notifications.
  • Strong password — Use a mix of letters, numbers, and symbols.
  • Check spam — If you see "Magic Link Sent," look in your spam/junk folder for the email.

Join an Existing Account (Customer)

This guide covers how to join an existing customer account when you have a customer number. Use this when your company is already in the system and you need access (e.g., as a new employee or location).


Access

  1. Open the Corejobtrack app.
  2. On the Login screen, tap Create Account.
  3. In the Company Info section, turn on the toggle "I have a customer number".

Form Changes

When "I have a customer number" is on:

FieldDescription
Customer NumberEnter the customer number provided by your company or Your company. This identifies the existing account you want to join.

The address fields (Address, City, State, ZIP) are hidden. You still fill in:

  • Your Info — First name, last name, email, phone.
  • Password — Password and confirmation.

Approval Flow

Joining an existing account often requires approval:

  1. Fill in the form and tap Create Account.
  2. If approval is needed, you see the "Account Pending" screen:
  • Message: "Your account has been created and is pending approval."
  • You'll receive a notification when your account is approved.
  1. Tap Back to Login to return to the login screen.
  2. You cannot sign in until an admin approves your request.

When You're Approved

  • You'll receive a push notification (if enabled) when your account is approved.
  • Open the app and sign in with your email and password.
  • You'll see your company's tickets and have access to edit company, contacts, and equipment (as configured).

Tips for Novice Users

  • Get the customer number — Contact your company admin or Your company to obtain the correct customer number.
  • Be patient — Approval may take time during business hours.
  • Call if needed — The form notes: "For immediate assistance, please call during normal business hours."

Create Support or Service Ticket (Customer)

This guide covers how to create a support or service ticket from the customer portal. You can request help for equipment issues, technical support, or other needs.


Access

  1. Sign in to Corejobtrack as a customer.
  2. On the home screen (ticket list), tap the + button in the top-right.
  3. The New Ticket form opens.

Ticket Type

Choose the ticket type with the segmented picker at the top:

TypeUse When
Service TicketField work, equipment repair, on-site visits.
Support TicketGeneral support, questions, non-field issues.

Details Section

FieldRequiredDescription
TitleYesShort summary of the issue.
DescriptionNoDetailed description of the problem.

Priority

Set Urgency to Low, Medium, High, or Critical. This helps staff prioritize your request.


Service Ticket Only: Dispatch Type

For Service Tickets, select Dispatch Type:

OptionDescription
On-SiteTechnician will visit your location.
RemoteWork done remotely.
PhonePhone support.
PickupEquipment picked up for service.
DeliveryEquipment delivery.

Service Ticket Only: Equipment

For Service Tickets, you can link equipment:

Add Equipment

  1. Tap Add Equipment.
  2. Select from your company's equipment list (equipment you've added under Edit Equipment), or add new equipment inline.
  3. For each equipment item, add a problem description (required). Tap the item to add or edit the problem.

Problem Description

Each equipment item needs a description of what's wrong. Tap the item and enter the details in the problem editor. You cannot submit until all equipment has problem descriptions.

Add More

Tap Add More Equipment to add additional items. Swipe left on an item to remove it.


Submitting

  1. Tap the checkmark (✓) in the top-right to submit.
  2. The form closes and your ticket appears in the list.
  3. Internet required — You must be online to submit. The submit button is disabled when offline.

Tips for Novice Users

  • Be specific — A clear title and description help staff respond quickly.
  • Equipment required? — For service tickets, add equipment and describe the problem for each item.
  • Urgency — Use High or Critical only when the issue is time-sensitive.

Edit Profile, Company, or Equipment (Customer)

This guide covers how to update your company information, contacts, equipment, and profile from the customer portal.


Profile Menu

  1. Sign in to Corejobtrack as a customer.
  2. Tap the profile icon (top-left) to open the menu.

The menu includes:

  • My Company — Customer number, Edit Company, Edit Contacts, Edit Equipment
  • Settings — Profile, Change Password, Appearance, Feedback
  • Sign Out

Edit Company

Purpose: Update your company's business information and address.

  1. Profile menu → Edit Company.
  2. Edit the fields:
SectionFields
Business InformationBusiness Name
AddressAddress Line 1, Address Line 2, City, State, ZIP Code
Contact InformationMain Phone, Main Email, Main Website
  1. Tap the checkmark (✓) to save, or Cancel to discard.

Note: You must be online to save. Changes cannot be saved when offline.


Edit Contacts

Purpose: Manage the list of contacts for your company (e.g., other employees who can use the portal).

  1. Profile menu → Edit Contacts.
  2. View the list of contacts.
  3. Add: Tap + to add a new contact.
  4. Edit: Tap a contact to edit name, email, phone, and other details.
  5. Primary: One contact can be marked as primary (used for default notifications).

Pull down to refresh the list.


Edit Equipment

Purpose: Manage the equipment (machines, devices) associated with your company. This list is used when creating service tickets.

  1. Profile menu → Edit Equipment.
  2. View the list of equipment.
  3. Add: Tap + to add new equipment. Enter make, model, serial number, location, etc.
  4. Edit: Tap an item to update details.
  5. Equipment log count: Some equipment may have a count badge. Tap to log or view count history.

Pull down to refresh the list.


Profile and Settings

Access via Profile menu → Settings.

OptionDescription
ProfileProfile photo, contact preference (Phone, Email, Text, Any).
Change PasswordUpdate your password.
AppearanceLight, Dark, or System theme.
FeedbackSend feedback to the team.
Delete AccountRequest account deletion (with confirmation).

Customer Number

Your customer number appears in the profile menu under "My Company." Tap it to copy to the clipboard. Use it when new users need to join your account (see Join an Existing Account).


Tips for Novice Users

  • Keep equipment updated — Accurate equipment list helps when creating service tickets.
  • Add contacts — Add team members who may need to create tickets or receive notifications.
  • Contact preference — Set how you prefer to be reached (phone, email, etc.) in Profile settings.

Download and Log In (Employee)

This guide covers how to obtain the Corejobtrack app and sign in as an employee. For customer login and registration, see the Customer guides.


Where to Get the App

[Placeholder: Add your distribution method here — e.g., App Store link, TestFlight invite, or enterprise MDM install instructions.]

Supported devices: iPhone with iOS 18.6 or later.


First Launch

When you open Corejobtrack for the first time:

  1. You will see the login screen with a video background.
  2. The app checks server connectivity automatically. The status appears at the bottom of the screen.
  3. Enter your Email or Username and Password in the Sign in section.
Placeholder: Login screen

Login Form

Sign In Section

FieldDescription
Email or UsernameYour employee account identifier. Use the same format you use for the web portal.
PasswordYour account password.
Eye iconTap to show or hide the password.

Actions

ButtonPurpose
LoginSign in with your credentials.
Request Magic LinkFor customers only. Sends a login link to the entered email.
Create AccountOpens the customer registration flow. See Customer: Create an Account.

Unified login: If you enter employee credentials, you will be signed in as an employee. If you enter customer credentials, you will be signed in as a customer. The app detects the account type automatically.


Preferences

These options appear below the action buttons and affect how the app behaves on future launches:

OptionDescription
Save PasswordStore your credentials securely in the Keychain. Enables Auto-Login and Biometric Unlock. Turning this off clears saved credentials.
Auto-LoginAutomatically sign in when the app launches (requires Save Password). Disabled after you manually log out.
Face ID / Touch ID / Optic ID UnlockUse biometrics to log in without re-entering your password (requires Save Password). You will be prompted to verify your biometric when enabling.

Biometric login: After saving credentials and enabling biometrics, a Login with Face ID (or Touch ID) button appears. Tap it and complete the biometric prompt to sign in quickly.


Server Status Indicator

At the bottom of the login screen, the app shows:

StatusMeaning
WiFi / Cellular / Wired / OnlineConnected to the server.
Turbo Mode(DEBUG builds only) Using a local development server.
Server OfflineThe server could not be reached. Check your network or try again later.
Checking...Server status is being verified.

The app version and server version are also displayed for troubleshooting.


Tips for Novice Users

  • First time? Enter your work email or username and password, then tap Login.
  • Forget your password? Use your organization’s password reset process (e.g., web portal or IT).
  • Stay logged in? Enable Save Password and Auto-Login so you don’t have to enter credentials each time.

Advanced: Security and Rate Limiting

  • Credentials are stored in the iOS Keychain using secure access controls.
  • After 5 failed login attempts in 5 minutes, the app will temporarily lock out further attempts.
  • Employee login uses OAuth2-style token authentication. Tokens are validated and refreshed automatically when close to expiry.

Create Ticket or Task

This guide covers how to create tasks, service tickets, and support tickets from the main inbox. See Service Ticket Guide for detailed field descriptions and Task Templates for using templates.


Opening the Create Menu

  1. From the Home screen (inbox), tap the floating action button (round + button) in the bottom-right corner.
  2. The Create New sheet appears with four options.
Placeholder: Create menu

Task from Template

Use a pre-defined template to quickly create a task with common fields already filled in.

  1. Tap Create New.
  2. Expand Task from Template (first option).
  3. Tap the template you want. The list shows each template's name and description.
  4. The task creation screen opens with:
  • Title, Description, Color, Task Type, and Steps pre-filled from the template.
  • Assigned users and Teams from the template.
  • Due date offset applied (e.g., template may set due date to +3 days from creation).
  1. Edit any fields as needed and tap Create to save.

Blank Task

Create a task from scratch without a template.

  1. Tap Create New.
  2. Tap Blank Task.
  3. Fill in the Task Details section:
  • Title (required)
  • Description
  • Urgency (Low, Medium, High, Critical)
  • Task Type (optional; from your organization's task types)
  • Custom Color (optional; toggle on to pick a color)
  • Due Date (optional; can be All Day or specific time)
  1. Add Steps if desired. Each step can be checked off when completed.
  2. Optionally link a Customer, Contact, and Equipment.
  3. Add Attachments if needed.
  4. Configure Task Sharing (Public/Private, assign users or teams).
  5. Tap Create.

Service Ticket

Service tickets are used for field work, equipment repairs, and on-site visits. Creation follows a Customer → Equipment → Details flow.

  1. Tap Create New.
  2. Tap Service Ticket.
  3. Select Customer: Tap Select Customer to search or enter a customer. See Database Lookups for customer search tips.
  4. Select Contact: After choosing a customer, tap Select Contact to pick a contact from that customer's list (or leave unassigned if none).
  5. Equipment: Add equipment from the customer's list or add custom equipment. For each item, you can add a problem description.
  6. Ticket Details:
  • Title (optional)
  • Description
  • Urgency
  • Dispatch Type (On-Site, Remote, Phone, Pickup, Delivery)
  1. Add Attachments and configure Ticket Sharing as needed.
  2. Tap Create.

Support Ticket

Support tickets are used for customer issues that don't require field dispatch. The flow is similar to service tickets but without dispatch type.

  1. Tap Create New.
  2. Tap Support Ticket.
  3. Select CustomerSelect ContactEquipment (same as service tickets).
  4. Ticket Details: Title (optional), Description, Urgency.
  5. Add Attachments and Ticket Sharing.
  6. Tap Create.

Offline Creation

If you are offline (no network connection):

  • New tasks and tickets are saved locally and queued for sync.
  • A Pending Sync banner appears at the top of the inbox when items are waiting to sync.
  • When the device reconnects, the app automatically syncs queued items to the server.
  • Do not delete the app before sync completes, or queued items may be lost.

Tips for Novice Users

  • Start with a template: If your organization uses templates, choose Task from Template for common workflows.
  • Customer first for tickets: Both service and support tickets require a customer. Select the customer before adding details.
  • Equipment optional: You can create a service or support ticket without equipment; add it later when editing if needed.

Edit Ticket or Task

This guide covers how to open and edit tasks, service tickets, and support tickets. For detailed service ticket fields, see Service Ticket Guide. For signature collection, see Signature Collection.


Opening a Record

  1. From the Home screen (inbox), tap any task or ticket in the list.
  2. The appropriate edit view opens:
  • Task → Task edit screen
  • Service Ticket → Service ticket edit screen
  • Support Ticket → Support ticket edit screen

Use the filter bar at the bottom (All, Tasks, Service, Support) to narrow the list. Pull down to refresh and load the latest data.


Task Editing

The task edit screen includes:

SectionContents
Task DetailsTitle, description, urgency, task type, color, due date
StepsChecklist items; add, reorder, or remove steps
Customer / Contact / EquipmentOptional links (same as tickets)
AttachmentsAdd or remove files
Task SharingPublic/Private; assign users or teams

Saving: Tap Save in the navigation bar. Changes sync to the server (or queue offline if disconnected).


Service Ticket Editing

Service tickets have many sections. Key areas:

SectionPurpose
CustomerSearch or change customer; address, contact info
ContactSelect contact from customer; edit if needed
EquipmentAdd, edit, or remove equipment; problem descriptions
DetailsTitle, description, status, urgency, dispatch number, PO, dispatch type, liftgate, sprinter, remote, phone call
Session TimeTime entries (start/end, technician)
Private NotesInternal notes (not visible to customer)
AttachmentsPhotos, documents
Communication LogEmail and activity history
SignatureGet Signature, view status, or decline
Task SharingVisibility and assignments

See Service Ticket Guide for full field descriptions.


Support Ticket Editing

Support tickets are similar to service tickets but do not include:

  • Dispatch number, PO, dispatch type
  • Liftgate, sprinter, remote, phone call
  • Session time entries
  • Signature collection

They do include status, urgency, resolution, and the resolved checkbox.


Quick Actions (Context Menu)

From the inbox list, long-press (or swipe) a record to open the context menu:

ActionDescription
Change StatusUpdate status (e.g., Pending → Service → Complete)
CompleteMark as completed
CloneCreate a copy
ArchiveMove to archive
DeleteRemove (with confirmation)

Delete, Archive, and Trash

ActionResult
DeletePermanently removes the record. Requires confirmation.
ArchiveMoves the record to the Archive. You can view archived items via Profile menu → Archive and restore if needed.
Trash(Admin only) Moves to Trash. Items in Trash can be restored or permanently deleted. See Other Features.

Tips for Novice Users

  • Tap a row to open and edit. Use the Save button when done.
  • Long-press a row for quick actions (Complete, Archive, etc.) without opening the full form.
  • Pull down on the inbox to refresh and see the latest changes.

Service Ticket Guide

This guide covers how to fill out a service ticket in detail. Service tickets are used for field work, equipment repairs, and on-site visits. For creation flow, see Create Ticket or Task. For signature collection, see Signature Collection.


Form Sections Overview

When editing a service ticket, you'll see these sections (order may vary):

  1. Customer — Company and address
  2. Contact — Person to contact
  3. Equipment — Machines or devices
  4. Details — Title, description, status, urgency, dispatch
  5. Session Time — Time entries for the visit
  6. Private Notes — Internal notes
  7. Attachments — Files and photos
  8. Communication Log — Email/activity history
  9. Signature — Collect or view signature status
  10. Task Sharing — Visibility and assignments

Customer Section

Purpose: Link the ticket to a customer (company).

FieldDescription
CustomerTap to open the Customer Wizard. Search by company name or enter manually. See Database Lookups.
AddressPopulated from customer record. Can be edited if needed.

Contact Section

Purpose: Identify the person at the customer site to contact.

FieldDescription
ContactTap to pick a contact from the customer's contact list.
Name, Phone, EmailContact details.
Contact PreferenceHow the contact prefers to be reached (Phone, Email, Text, Any).

Equipment Section

Purpose: List the equipment involved in the service call.

OptionDescription
Add from Customer EquipmentPick from equipment already on file for the customer.
Add Custom EquipmentAdd equipment that isn't in the customer record (e.g., model, serial, problem description).
Problem DescriptionFor each equipment item, describe the issue.

You can edit or delete equipment items. Swipe left on an item to delete.


Details Section

FieldOptions / Notes
TitleShort summary (optional).
DescriptionDetailed description of the work.
StatusPending, Service, Invoicing, Resolved, Complete.
UrgencyLow, Medium, High, Critical.
Dispatch NumberReference number from dispatch.
Customer POPurchase order number.
Dispatch TypeOn-Site, Remote, Phone, Pickup, Delivery.
LiftgateCheck if liftgate is required.
SprinterCheck if sprinter van is needed.
RemoteCheck if work is done remotely.
Phone CallCheck if this was a phone-only interaction.
ResolvedCheck when the issue is resolved.
ResolutionText description of the resolution.

Session Time Section

Purpose: Record when work was performed and by whom.

FieldDescription
Time entriesStart time, end time, and technician for each visit.
Add entryTap to add a new time entry.

Use this to track billable hours and technician assignments.


Private Notes

Internal notes visible only to employees. Use for sensitive information or internal comments not meant for the customer.


Attachments

Add photos, PDFs, or other files. Useful for before/after photos, diagrams, or supporting documents. Tap the attachment area to add or remove files.


Communication Log

Shows email and activity history. Read-only. New emails are sent from the server when appropriate (e.g., signature requests).


Signature Section

ActionDescription
Get SignatureStart the signature collection flow. See Signature Collection.
StatusSigned, Declined, or Waiting for Signature.

Task Sharing

OptionDescription
Public / PrivateControls visibility.
Assigned UsersSpecific users who can see the ticket.
Assigned TeamsTeams that have access.

Tips for Novice Users

  • Customer first: Always select a customer before adding details. The contact and equipment sections depend on it.
  • Equipment optional: You can create a ticket without equipment and add it later during or after the visit.
  • Session time: Add time entries when you complete the work to record billable hours.

Signature Collection

This guide covers how to collect a customer signature on a service ticket. Signatures confirm that work was completed (or that the customer declined to sign) and can trigger summary emails.


When to Use

  • Service tickets only. Support tickets do not have signature collection.
  • After work is done. Use "Get Signature" when you're ready to close out the visit.
  • Optional. You can complete a service ticket without a signature if the situation doesn't require it.

Starting the Signature Flow

  1. Open the service ticket you want to sign.
  2. Scroll to the Signature section.
  3. Tap Get Signature (or equivalent button).
  4. The signature flow opens in a sheet.
Placeholder: Get Signature button

Signature Flow Steps

Step 1: Is this issue resolved?

Before collecting the signature, you are asked whether the issue has been resolved.

OptionMeaning
YesThe service issue is resolved. You will proceed to the signature canvas.
NoThe issue is not resolved. You can still collect a signature (e.g., to confirm the visit), but the ticket will reflect that it is not resolved.

Tap Continue to go to the signature canvas.


Step 2: Signature Canvas

The customer signs on the screen:

  1. Draw signature — Use a finger or Apple Pencil on the canvas.
  2. Printed name — Enter the signer's full name (pre-filled from contact when available).
  3. Email — Optional; used for sending a summary email.
  4. Send summary email — Toggle to send an email to the customer with ticket details.
  5. Safety covers(If applicable) Indicate whether safety covers are OK and add notes.

Tap Submit when done. The signature is saved and the ticket status is updated.


Step 3: Success

A confirmation screen appears. Tap Done to close and return to the ticket.


Decline Flow

If the customer cannot or will not sign, use Decline Signature:

  1. From the Signature section, tap Decline (or similar).
  2. Select a decline reason:
  • Contact not around
  • Contact refused to sign
  • Contact prefers to sign online
  • Other
  1. Choose options:
  • Send summary email — Email ticket summary to the customer.
  • Send signature request — Sends an email so the customer can sign later online (suggested for "Contact not around" and "Contact prefers to sign online").

The ticket is marked as Declined and the status is updated.


Status Badges

StatusMeaning
SignedSignature collected successfully.
DeclinedCustomer did not sign; reason recorded.
Waiting for SignatureSignature request sent; customer can sign online.

Offline Signature Save

If you are offline when submitting a signature:

  • The signature is saved locally and queued for sync.
  • When the device reconnects, the app syncs the signature to the server.
  • A Pending Sync banner reminds you when items are waiting to sync.

Tips for Novice Users

  • Resolved? Answer honestly. This affects how the ticket is marked and what emails are sent.
  • Printed name: Make sure the printed name matches the person who drew the signature.
  • Decline: If the customer isn't available, choose "Contact not around" and consider "Send signature request" so they can sign later.

Support Ticket Handling

This guide covers how to work with support tickets. Support tickets are used for customer issues that don't require field dispatch. For creating tickets, see Create Ticket or Task. For editing basics, see Edit Ticket or Task.


Differences from Service Tickets

Support tickets share the same Customer, Contact, and Equipment model as service tickets but do not include:

Not in Support TicketsIn Service Tickets
Dispatch number, PODispatch number, customer PO
Dispatch typeOn-Site, Remote, Phone, Pickup, Delivery
Liftgate, Sprinter, Remote, Phone optionsToggles for each
Session time entriesStart/end time, technician
Signature collectionGet Signature flow

Support tickets do include:

  • Title, description, status, urgency
  • Resolution text and Resolved checkbox
  • Private notes, attachments, communication log
  • Task sharing (visibility, assignments)

Status Options

Support tickets use statuses such as:

  • open — New or in progress
  • in_progress — Being worked on
  • resolved — Issue resolved
  • closed — Ticket closed

(Exact options may vary by organization.)


Urgency

Set Urgency to Low, Medium, High, or Critical to indicate priority. This affects filtering and display in the inbox.


Customer, Contact, and Equipment

The Customer and Contact sections work the same as service tickets:

  1. Customer — Search or select from the customer database.
  2. Contact — Pick a contact from the customer's contact list.
  3. Equipment — Add equipment from the customer record or add custom equipment with a problem description.

See Database Lookups and Service Ticket Guide for details.


Resolution

FieldPurpose
ResolutionText description of how the issue was resolved.
ResolvedCheckbox to mark the ticket as resolved.

Use these when closing out a support ticket after the issue has been addressed.


Workflow Tips

  1. Create — Use the + button → Support Ticket. Select customer, contact, and optionally equipment.
  2. Update status — Change status as you work (e.g., open → in_progress → resolved).
  3. Add resolution — When done, check Resolved and fill in the Resolution field.
  4. Quick actions — Long-press the ticket in the inbox to Complete, Archive, or Clone.

Task Templates

Task templates let you create tasks quickly with pre-filled fields. Use them for recurring workflows (e.g., weekly reviews, onboarding steps).


Accessing Templates

  1. Tap the profile/menu icon (top-left on the Home screen).
  2. Tap Templates.
  3. The Templates list opens.

Template List

The list shows each template with:

  • Name and optional Title
  • Task type (if set)
  • Step count
  • Due date offset (e.g., +3d)

Tap a template to edit it. Swipe left to delete.


Create Template

  1. Tap Create Template.
  2. The template editor opens.

Template Fields

FieldDescription
NameInternal name for the template (e.g., "Weekly Review").
TitleDefault title for new tasks created from this template.
DescriptionDefault description.
ColorOptional color (hex).
Task TypeOptional; from your organization's task types.
StepsChecklist items. Add, reorder, or remove steps.
Due Date OffsetDays from creation (e.g., 3 = due 3 days after creation).
Assigned UsersUsers to assign by default.
Assigned TeamsTeams to assign by default.
  1. Tap Save to create the template.

Edit Template

  1. Tap a template in the list.
  2. Modify any fields.
  3. Tap Save.

Delete Template

  1. Swipe left on the template in the list.
  2. Tap Delete.
  3. Confirm in the alert.

Deleting a template does not affect tasks already created from it.


Using a Template

  1. Tap the + button on the Home screen.
  2. Expand Task from Template.
  3. Tap the template you want.
  4. The task creation screen opens with fields pre-filled. Edit as needed and tap Create.

Manage Task Types

From the Templates screen, tap Manage Task Types to add, edit, or remove task types used across templates and tasks. (Admin only in some configurations.)


Tips for Novice Users

  • Create one template for your most common task type and use it for quick creation.
  • Use steps for checklists that repeat every time (e.g., "Review docs", "Sign off", "Archive").
  • Due date offset helps set a default deadline (e.g., +7 for one week out).

Notifications

Corejobtrack keeps you informed with in-app notifications and push notifications. This guide covers how notifications work and how to manage them.


Accessing Notifications

  1. Tap the bell icon in the top-right of the Home screen.
  2. The Notifications screen opens with two tabs: Activity and System.
Placeholder: Notifications screen

Activity Tab

Purpose: Server-synced notifications from other users and system events.

ContentExamples
ActivitySomeone assigned you a task, a ticket was updated, a new comment was added, etc.
ActionDescription
Mark as ReadSwipe left on a notification, or tap it.
DeleteSwipe right (trailing edge) to delete a notification.
Mark All as ReadTap the menu (⋯) → Mark All as Read.
RefreshPull down, or tap menu → Refresh.

Tapping a notification can navigate to the related task or ticket.


System Tab

Purpose: Local app notifications (connection status, sync errors, etc.).

ContentExamples
SystemConnection lost, sync failed, session expired.
ActionDescription
Mark All as ReadTap the menu (⋯) → Mark All as Read.
Clear AllTap the menu (⋯) → Clear All.

Notification Banner

When a notification arrives while the app is open, a banner may appear at the top of the screen. Tap it to go to the related item or dismiss it.


Push Notifications

Purpose: Receive alerts when the app is closed or in the background.

RequirementNotes
PermissionThe app will ask for notification permission on first launch. Allow for full functionality.
Tap to openTapping a push notification opens the app and can navigate to the related task or ticket.

Push is used for:

  • New assignments
  • Ticket updates
  • Account approval (customers)
  • Other server-triggered events

Badge Count

The bell icon shows an unread badge when there are unread notifications. The count reflects both Activity and System notifications (combined or separate depending on implementation).


Polling

Activity notifications are updated by polling the server (e.g., every 60 seconds). Pull down on the Activity list or tap Refresh to get the latest immediately.


Tips for Novice Users

  • Check the bell — A badge means you have unread notifications.
  • Swipe to manage — Swipe left/right on Activity items to mark read or delete.
  • Allow push — Enable push notifications to stay updated when the app is closed.

Database Lookups

Corejobtrack provides search and lookup features for customers, vendors, equipment, and unified search across tasks and tickets. This guide covers how to use them.


Unified Search (Home Screen)

Purpose: Search across tasks, service tickets, and support tickets from the inbox.

  1. On the Home screen, tap the search bar at the top.
  2. Type your query.
  3. Results update as you type.

Search Modes

The app may use different search methods depending on server support:

ModeDescriptionBadge
AI SearchSemantic/vector search; finds conceptually related items."AI Search"
Keyword SearchTraditional text matching."Keyword Search"

Search results can include items from Archive and Trash (Trash for admins only). Matching items appear in the list with a source badge.


Customer Lookup

Used when creating or editing service tickets, support tickets, or tasks that need a customer link.

Customer Wizard

  1. Tap Select Customer (or Change Customer).
  2. The Customer Wizard opens.
  3. Search: Type the company name (e.g., "Allegra Detroit"). Results appear as you type (debounced).
  4. Select: Tap a customer to choose them.
  5. Manual entry: If the customer isn't in the database, use manual entry to add details directly to the ticket.

Customer Editor (Standalone)

Access via Profile menu → Customers.

  • Search — Find customers by name.
  • Add — Create new customers.
  • Edit — Update customer details, contacts, equipment.

See Other Features for more on the Customers screen.


Vendor Lookup

Access via Profile menu → Vendors.

  • Search — Find vendors by name.
  • Add / Edit — Create or update vendor records.
  • Contacts — Manage vendor contacts.

Equipment Lookup

Equipment is managed within tickets (service or support), not as a standalone lookup.

OptionDescription
Add from Customer EquipmentPick from equipment already on file for the selected customer.
Add Custom EquipmentAdd equipment that isn't in the customer record. Enter model, serial, problem description.

Equipment can also be edited in the Customer Editor (Profile → Customers → select customer → Equipment) so it appears in future lookups.


Offline Caching

Customer and vendor search results may be cached locally for offline use. When you search while offline, the app uses the cache. Cache is updated when you're online and perform searches.


Tips for Novice Users

  • Customer first — Select the customer before adding contact or equipment; the contact and equipment lists depend on it.
  • Search by company name — Use the main company name for best results.
  • Manual entry — If a customer isn't found, you can enter details manually on the ticket. Consider asking an admin to add the customer to the database for future use.

Other Features

This guide covers additional employee features: Archive, Trash, Customers, Vendors, Settings, filters, sort, and related tools.


Archive

Purpose: Store completed or inactive items without deleting them.

Access

Profile menu (top-left) → Archive.

Actions

ActionDescription
ViewBrowse archived tasks and tickets.
FilterFilter by date range or record type (Tasks, Service, Support).
RestoreMove an item back to the inbox.
Move to Trash(Admin only) Move to Trash for permanent deletion.

Archiving from Inbox

Long-press a record → Archive. Or use the Complete flow, which may offer Archive as an option.


Trash

Purpose: Temporarily hold deleted items. Admin only.

Access

Profile menuArchive → switch to Trash (or access via Trash in navigation, if configured).

Actions

ActionDescription
RestoreMove an item back to the inbox or archive.
Delete permanentlyPermanently remove the item.

Customers

Purpose: Manage customer records (companies, contacts, equipment).

Access

Profile menuCustomers.

Features

  • Search — Find customers by name.
  • Add — Create new customers with address, contacts, equipment.
  • Edit — Update company info, add/remove contacts and equipment.
  • Delete — Remove a customer (with confirmation).

Vendors

Purpose: Manage vendor records.

Access

Profile menuVendors.

Features

  • Search — Find vendors by name.
  • Add / Edit — Create or update vendor details and contacts.
  • Delete — Remove a vendor (with confirmation).

Settings

Purpose: Configure profile, appearance, and app behavior.

Access

Profile menuSettings.

Sections

SectionContents
ProfileFull name, first/last name, nickname, email, phone, profile photo.
Change PasswordCurrent password, new password, confirm.
AppearanceLight, Dark, or System.
Text SizeSmall, Medium, Large, Extra Large.
TimezoneFor date/time display.
Refresh RateHow often to poll for updates (e.g., 30 seconds).
Ticket DefaultsDefault colors for service/support tickets (admin).
SecuritySave password, auto-login, biometric.
SyncAuto-sync on reconnect, view outbox.
Customer CacheClear offline customer cache.
Turbo Mode(DEBUG only) Switch to local development server.

Filters and Sort

Filter

Tap the Filter button on the Home screen to open filter options:

OptionDescription
Record TypeTasks, Service tickets, Support tickets (toggle each).
StatusFilter by status (e.g., Pending, Resolved).
Signed OnlyShow only service tickets with a collected signature.
Date RangeFilter by date (e.g., Last 7 days, Last 30 days).

Tap Apply to apply filters.

Sort

Tap the Sort button to order the inbox:

OptionDescription
Sort byUpdated, Title, Status, Kind.
OrderAscending or Descending.

Task Types

Purpose: Define task types (e.g., "Review", "Follow-up") for organization and color coding.

Access

Profile menuTemplatesManage Task Types.

Features

  • Add — Create new task types with name and color.
  • Edit — Update name or color.
  • Delete — Remove a task type.

(Admin only in some configurations.)


Pending Sync Banner

When you create or edit items offline, they are queued for sync. A Pending Sync banner appears at the top of the inbox showing how many items are waiting. When the device reconnects, the app syncs automatically.


Pending Contacts (Admin)

If you are an admin, a Pending Contacts banner may appear when customers have requested to join an existing account. Tap to review and approve or reject.


The profile menu includes links to:

  • Portal — Web portal
  • File Access — Field file access
  • Wiki — Internal wiki
  • Public Site — Company website
  • Chat — Google Chat
  • Calendar — Google Calendar
  • Feedback — Send feedback

Turbo Mode (DEBUG Only)

In development builds, Turbo Mode switches the app to a local server (e.g., 10.0.0.94:8443) for faster development. It is disabled in production builds. Enable/disable from Settings when available.

Corejobtrack Function Inventory

This document lists all user-facing functions and features, categorized by access level (Employee, Customer, Shared) and mapped to the appropriate user guide.


Employee-Only Functions

01-download-and-login

FunctionDescription
Employee loginSign in with email/username and password
Save passwordStore credentials for quick re-login
Auto-loginAutomatically sign in on app launch
Use biometricFace ID or Touch ID for faster login
Server statusVisual indicator (WiFi/Cellular/Turbo/Offline)

02-create-ticket-or-task

FunctionDescription
Open Create menuFloating action button (FAB) → Create New
Task from TemplatePick template; fields pre-filled
Blank TaskCreate task from scratch
Service TicketWizard: Customer → Equipment → Review
Support TicketWizard: Customer → Equipment → Review
Offline creationQueue when offline; sync when online

03-edit-ticket-or-task

FunctionDescription
Open recordTap from inbox list
Edit taskSteps, sharing, due date, status
Edit service ticketFull form with all sections
Edit support ticketForm sections
DeleteRemove record (with confirmation)
ArchiveMove to archive
Move to TrashAdmin only

04-service-ticket-guide

FunctionDescription
Customer wizardSearch customers or manual entry
Contact pickerSelect contact from customer
Equipment pickerAdd from customer or custom
Equipment editorProblem description per item
Dispatch typeOn-Site, Remote, Phone, Pickup, Delivery
UrgencyLow, Medium, High, Critical
Session timeTime entry per session
Liftgate, Sprinter, Remote, Phone optionsToggles

05-signature-collection

FunctionDescription
Get SignatureEntry point in service ticket
Signature flowResolved? → Canvas (draw + name) → Success
Decline signatureReasons + email options
Offline signature saveQueue when offline
Status badgessigned, declined, pending_customer_signature

06-support-ticket-handling

FunctionDescription
Set statusopen, in_progress, resolved, closed
Set urgencyLow, Medium, High, Critical
Set resolutionText field
Mark resolvedCheckbox
Customer/contact/equipmentSame model as service tickets

07-task-templates

FunctionDescription
List templatesProfile menu → Templates
Create templateNew template wizard
Edit templateModify existing
Delete templateRemove template
Use in CreateTask from Template picks template

08-notifications

FunctionDescription
Activity tabServer-synced notifications
System tabLocal notification log
Notification bannerIn-app banner at top
Push notificationsAPNs; tap to navigate
Badge countUnread count on bell icon

09-database-lookups

FunctionDescription
Unified searchHomeView search bar (AI/vector or keyword)
Customer searchCustomerWizardView, CustomerEditorEntrySheet
Vendor searchVendorEditorEntrySheet
Equipment lookupWithin tickets; customer or custom

10-other-features

FunctionDescription
ArchiveArchiveView; archive records
TrashAdmin only; restore or permanent delete
CustomersCustomerEditorEntrySheet
VendorsVendorEditorEntrySheet
SettingsProfile, password, appearance, timezone
FiltersFilterSettingsView
SortSortSettingsView
Task typesTaskTypeManagerView (admin)
Turbo ModeDEBUG only; local server
Pending sync bannerOffline items queued

Customer-Only Functions

01-create-account

FunctionDescription
Create AccountLogin → Create Account
New company formCompany name, address, city, state, zip
Personal infoFirst name, last name, email, phone
PasswordPassword + confirmation
Outcomesaccount_created, magic_link_sent

02-join-existing-account

FunctionDescription
I have a customer numberToggle on registration form
Enter customer numberRequired field
Pending approvalOutcome when joining existing
Approval notificationPush when admin approves

03-create-support-or-service-ticket

FunctionDescription
Create ticket+ button on home
Service vs SupportSegmented picker
Service fieldsTitle, description, urgency, dispatch, equipment
Support fieldsTitle, description, urgency
EquipmentAdd from company, problem description

04-edit-profile-company-equipment

FunctionDescription
Edit CompanyBusiness name, address, phone, email, website
Edit ContactsList; add/edit contacts
Edit EquipmentList; add/edit equipment
ProfilePhoto, contact preference
Change PasswordPassword update

Shared Functions (both modes)

FunctionDescriptionNotes
Login screenUnified login formMode determined by credentials
AppearanceLight/Dark/SystemSettings
Magic linkRequest from LoginViewCustomer only; triggers email
NotificationsBell icon, tabsDifferent API endpoints per mode

User Guide Images

Place screenshot images here for the Corejobtrack user guide. Replace the placeholders referenced in the guides:

FilenameDescription
placeholder-login.pngLogin screen with form and server status
placeholder-create-menu.pngCreate menu (FAB) with Task from Template, Blank Task, Service Ticket, Support Ticket
placeholder-get-signature.pngGet Signature button/section in service ticket
placeholder-notifications.pngNotifications screen with Activity and System tabs

Recommended: 2x or 3x resolution for Retina displays. PNG format preferred.