Working a work order

Platform: Mobile (the Archer app)

Work orders are created in the portal and worked in the field. In the app you find your assigned work on the Work tab, tap a job to start working, and the map becomes your work surface — a checklist to tick off, spots to resolve, or lanes to sweep, depending on the work order's type.

Before you start

• You're signed in to the app and in the right management group.
• You're assigned to the work order, and its start date (if one was set) has arrived. The Work tab shows your work, not the organisation's — an order you aren't assigned to never appears.
• Completed orders don't appear in the app at all — they live in the portal, where they can be reviewed or reopened.

Finding your work

Open the Work tab (bottom nav: List · Maps · Work). It lists only open work assigned to you, newest first. If there's nothing, the screen says so: "No work assigned to you — Work assigned to you in the portal will appear here." Pull down to refresh in any state.

When your work spans more than one type, filter chips appear above the list — All plus one chip per type you have work in (General, Spot Fix, Spot Search; see Work order types). With work of a single type there's no chip row.

Each card shows:

• The type icon and the work order's name, with an ⓘ button for details.
• The description, if one was set.
• A progress bar with N / M features, N / M spots, or N / M rows, depending on the type. A Spot Fix whose spots share a resolution process shows one small bar per step instead of a single line.
• Due [date] — the deadline, if set. Shown in red once overdue.

While offline changes are queued, a thin strip above the list reads "N changes waiting to sync" (or "1 change…") — queued check-offs, spot and step completions, lane-dones, and completions all send automatically when connectivity returns. See Working offline.

Starting work

Tapping a card starts (or resumes) a work session and jumps you to the map. The ⓘ opens the detail screen without starting work. Sessions survive app restarts — if you were mid-job yesterday, you still are today.

While a session is live, the Work tab shows only that job — "You're working on" above its card — with Open on map and Leave work buttons, and the line "Leave this job to see the rest of your work."

On the map, the active session owns a pull-up sheet. Its pinned peek header carries the job's type icon (a checklist for General, a flag for the rest), its name, a progress bar or count, and a Leave work icon at the right. Tap the header or drag up for the full list. Starting a job may also loosen your map filters so its spots are visible — the app tells you: "Filters adjusted so this job's spots are visible."

General Work: the feature checklist

Expand the sheet for the feature checklist. A plain tap on the circle checks (or unchecks) an item — checks are reversible, so there's no hold guard. Each row shows the feature with a meta line (type, distance) and, once done, "Done by Tim · 14:22" on that same line — first name only. Tapping a row flies the map to that feature.

Offline check-offs confirm with "Saved offline — will sync when connected." If the phone can't store the change at all you'll see "Could not save — check storage and try again".

An order with no checklist shows "No checklist on this task — mark the work order complete when done."

Spot Fix: resolving the spots

Starting a Spot Fix makes the order's spots stand out on the map and dims every other spot. The pull-up sheet is where you work from:

The header carries the order's progress and, when the spots share a resolution process, a step strip. At peek it's a bar plus one summary line — "12 of 19 still need Drive new post", "7 of 19 need your steps", or "5 of 19 spots outstanding". Pulled up, the strip becomes one column per step, each with the step's name, its done count and a mini bar; the active step is tinted. Tap a column to filter the list to that step; tap it again to go back to your default. The default is your steps when the order assigns you steps, otherwise all of them — assignment is soft, so you can still do any step.

The body is a row grid: the block's row numbers, four across, coloured by what the filtered step needs:

• grey — none of this job's spots on that row;
• purple — a spot on this row needs the step you've picked;
• purple outline — an earlier step is still outstanding there;
• green — the step is done behind every spot on the row;
• a dark ring marks the row you're standing in.

A small ? in the header opens this key. Tap a row to open its panel — Row 12 · 3 spots (or "2 of 3 need your steps") — listing the spots with a glyph for the picked step (pin: needs it; hourglass: waiting on an earlier step; tick: past it) and a green hold-to-do-step chip for each one you can do now. Tapping a spot in the panel targets it — a ring on the map, the sheet drops to its peek — so you can walk to it; the spot itself is completed on its own detail card exactly as in Completing trouble spots. Spots that don't sit on a known row are listed under Not on a row below the grid.

Steps work offline like everything else. If you did a step by mistake you can Undo it from the spot's card, as long as nothing later depends on it (a supervisor on the job can undo anyone's).

If you open one of the order's spots from its detail screen without starting work, the map shows a "Focused on: {name}" banner instead; its × just exits that view.

Spot Search: sweeping the lanes

Starting a search auto-pins the hunted spot type, so reporting a find is one tap — finds are reported as normal trouble spots (see Reporting a trouble spot).

The sheet's header becomes the search hero: the current lane's row pair huge and centred (e.g. 16 – 17; a single number on an edge lane), the percentage done to its right, and a green hold-to-check square — a tick, no label — that marks both of the lane's rows searched in one deliberate hold. It's disabled while the lane has nothing left to check; the lane is the unit of work.

On phone GPS a second row holds a padlock and two outlined lane-bump arrows. Tap the padlock to hold the lane while GPS drifts, tap again to release; bumping to a neighbouring lane with an arrow locks it too. With an RTK rover that row disappears and the check sits beside the percentage: the position is trusted.

During a search, spot detail cards hide resolution-step checklists and the Edit action — searching is finding, not fixing. Lane-dones queue offline like everything else.

Finishing

Orders complete themselves when their last unit lands — the last feature ticked, the last spot resolved, the last lane checked — whichever side it lands from. When the count is met, the sheet and the detail screen both offer a green Hold to complete work order to close it explicitly; the hold is deliberate, a quick tap does nothing. A part-done Spot Fix has no completion control in the app — closing an order early is done in the portal with Mark complete.

Completing ends the session and returns you to the Work tab, and the order disappears from the app — completed work lives in the portal, and reopening is portal-only.

The detail screen

Reached via a card's ⓘ (or from the in-session card), the detail screen shows the name, "N / M spots resolved" over the progress bar, the description, and Created / Deadline (red when overdue) / Assigned to rows — the latter two hidden when unset. Below that, a Trouble Spots (N) section lists the order's spots with a breadcrumb — Vineyard › Block › Row 12 › 12m — struck through when done; tap one to open it on the map. (A General order shows "No trouble spots in this work order." there.)

The bottom bar has Start work (or Leave work while in a session) and, once the order is complete, the green Hold to complete work order.

If the order has linked documents, a book icon with a count badge in the app bar opens a Linked documents sheet. Tap a PDF to download and cache it — it opens offline afterwards. Offline and not yet cached shows "Couldn't open "{title}". Connect to download it the first time."; if there are none you can access, tapping the icon shows "No documents you can access on this work order." See Documents — attaching documents is an Enterprise-plan portal feature, but viewing them in the app is not gated.

Tips

• Pull to refresh. The Work tab syncs when you open it; pull down to fetch the latest if the portal has changed something — a new assignment, a teammate's progress — since you last looked.
• The sheet keeps you oriented. While your session is live, the pinned peek always names the job and its progress — tap it any time to get back to the list, however far you've wandered on the map.
• Completing a spot updates everywhere. The same spot may appear in more than one work order; completing it once updates progress on all of them.