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FieldAware SMB · 2021

iOS Add/Edit Visits

I was the primary designer on this project in Q3 2021: early discovery & concepts, regular presentations to leadership & subject matter experts, & final designs for production.

I worked with one product manager & a team of three mobile engineers.

Role
Primary designer, Q3 2021
Team
1 product manager & 3 mobile engineers
Platform
iOS
Product
FieldAware SMB, field service management SaaS
Editing a visit on a work order.Choosing a time for the visit.Picking a date from the calendar.

Project summary

FieldAware Small-Medium Business is a SaaS product for field service companies: anyone with workers completing jobs in the field, from HVAC technicians to pest control & plumbing. It creates estimates & work orders, sends & receives invoices, schedules jobs for technicians, & handles accounting.

Back-office workers & administrators use the web app. Drivers & technicians use the mobile app to see their schedule, get details on the job they are assigned to & take payment when it is done.

Under an epic to allow several visits within one work order, this project let a mobile user add or edit those visits.

New experience

Editing visit details.Marking a visit as any day.Marking a visit as any time.Picking a date.Assigning a team.Assigning a team member.Deleting a visit.Cancelling an edit.