A Technician Report is the technician’s record of what happened on-site during a Visit. It is filled out by the technician and can be revised in the Mobile App at any point up until it has been edited/reviewed by the office in BuildOps web.
Technicians can:
Add photos
Record materials used
Write a Visit summary
Submit time
Capture a customer’s signature
This report bridges any communication gaps between the technician and the office, ensuring all information is recorded, organized, and easy to access/reference.
Sections of a Technician Report
Assigned tasks on this job
Other tasks created on this Visit
Forms
Assets worked on
Before photos & videos
Inventory Items
Purchase orders
After photos & videos
Visit summary
Customer signature
Additional notes (internal use)
Timesheets
Accessing a Technician Report
To access a Technician Report:
Tap to open a Visit.
Scroll to the bottom section titled “Report” (located below the Property and Details sections).
A Technician Report can be filled out in any order. However, we recommend taking Before photos & videos at the very beginning of your Visit.
TIP: Use Talk to Text instead of typing into a data field. Tap the microphone on the keyboard to turn spoken words into text.
Technician Report Sections
Assigned tasks on this job
Any Property Tasks or Asset Tasks assigned at the Job level will appear in this section.
Tap the section to open it.
Tap the down carrot to expand Tasks.
Tap to open the Task Detail.
Add TASK NOTES if applicable and tap SAVE NOTE.
Tap ADD ITEM to add Inventory Items used.
Mark the task as complete by tapping MARK AS COMPLETE.
To complete all tasks quickly, tap COMPLETE ALL or COMPLETE ALL TASKS ON THIS ASSET.
Other tasks created on this Visit
Technicians can document additional work opportunities during the Visit.
Tap the + sign (bottom right corner) > tap Recommendation.
Fill in the required fields and provide detailed job information.
The office can later convert the Recommended Task into a Job.
Forms
Tap on a Form to open it.
Complete the form according to company requirements.
Tap SUBMIT to send the form to BuildOps web.
To save a draft, tap SAVE instead of Submit.
To delete a form, tap the trash can icon.
Assets worked on
The office may pre-select an asset, which will be listed in this section.
To remove an asset, tap the carrot next to Asset Types > uncheck the asset > tap SAVE.
Search for Assets using the search bar or create a new Asset by tapping + Add Asset.
Before photos & videos
Tap TAKE A PHOTO or select one from your device’s library.
Tap the checkmark to save the photo.
Tap DONE after selecting all attachments.
NOTE: Ensure the BuildOps app has access to Photos & Camera in your device settings.
Inventory Items
Select a Warehouse.
Tap on an Item > update the QUANTITY USED > tap SAVE ITEM TO JOB REPORT.
To edit or delete an item, tap the edit pencil or trash icon.
NOTES:
The Unit Cost and Unit Price fields can be hidden on Mobile.
Items must be in the Item list for a technician to select them.
Purchase orders
Tap a Purchase Order to open it.
Update the Item Quantity used under the Receipt Items section.
Tap SAVE RECEIPT.
Add a photo of the Packing Slip/Receipt, if required.
To create a Field Order, tap + Add Purchase Order.
After photos & videos
Follow the same steps as Before photos & videos.
Visit summary
Recap what happened on the Visit by adding a summary.
Tap + Add summary note.
Tap SAVE.
Customer signature
Displays the Job Description, Visit Summary, Inventory Items used, and more.
The customer can sign with their finger.
Tap SAVE.
Tap the airplane icon to email the Visit Report.
Select a recipient from Property Contacts or enter an email manually.
Tap SEND.
Additional notes (internal use)
Add any internal notes for the office to see.
Timesheets
Tap the carrot next to Your Timesheets Unsubmitted.
Update the hours and add a Timesheet Note if applicable.
Tap SUBMIT or RESUBMIT to finalize hours.
Required Sections
Certain sections must be completed before a Visit can be marked as Finished.
Required sections display "Required" under the section title.
Once completed, a green checkmark appears next to the section name.
Optional sections do not display a checkmark, but saved data is retained.
If a required section can be bypassed, settings can be adjusted in Mobile Settings - Gate Workflows (BuildOps Web).
⚠️ If a technician attempts to complete a Visit and sees a red banner, they must return to the Technician Report and complete any sections marked with a red triangle before finishing.