Your Daily Workflow

Every service day follows the same shape — pick up an assigned task, work through it, close it out. Wyatt is designed so the same six moves cover a PM, a repair, an install, or an emergency callout. Learn the flow once and it applies everywhere.

The Flow at a Glance

A normal day looks like this:

1. Find your assigned task
2. Move it to In Progress when you start
3. Log time as you work (or at the end of the day)
4. Fill the service checklist in Google Sheets while on-site (checklists still live in Sheets for now, not inside Wyatt)
5. Log parts used, if any
6. Mark it Completed – Awaiting Closeout when you're done

The dispatcher closes it out from there. Once they've reviewed your report and parts, they move the task to Closed and it's off your plate.

Stages on the Board

Every task moves through the same stages. You'll see the current stage as a colored band at the top of the task form, and as an icon on the Gantt.

Icon	Stage	Who moves it
📋	Open	Dispatcher (creates task)
✏️	Tentatively Scheduled	Dispatcher
✅	Confirmed with Client	Dispatcher
✈️	Travel Booked	Dispatcher
🔧	In Progress	You, when you start work
📦	Completed – Awaiting Closeout	You, when you finish
✔️	Closed	Dispatcher
⏸️	On Hold	Dispatcher

You own two transitions: → In Progress and → Completed – Awaiting Closeout. Everything else is dispatch.

Finding Your Task

Open the Field Service app. You'll land on your own tasks by default, filtered to what's scheduled this week. Two views to know:

• Kanban — cards grouped by stage. Best for seeing what's coming up.
• Gantt — your week as a timeline. Best for seeing how your days line up.

TIP

Star the "My Tasks – This Week" filter as your favorite. You'll land on it every time you open the app.

If you can't find a task you know you were assigned, check the search bar for active filters — sometimes a saved filter hides it. Or jump straight to it with global search (⌘K / Ctrl-K) and type the task name or customer.

Starting the Task

1. Open the task from Kanban or Gantt.
2. In the status bar (the row of stage buttons across the top of the task form), click In Progress.
3. Go to the Time Entries tab and log your start time — or wait and log hours at the end of the day. See Time Tracking.

That's it to start. The task is now yours and shows the In Progress stage on the dispatch board.

While You're Working

Three things might happen during the job:

• Fill the service checklist. On the task, open the Service Requests tab, click the linked request, and click the report URL. It opens the Google Sheet for your PM or repair checklist. See Completing Service Checklists.
• Log parts used. If you pulled parts from the truck, record them on the service request. On the task form, open the Service Requests tab, click into the linked request, and add them under Parts Used. See Logging Parts & Materials.
• Drop notes in chatter. If something came up that matters for closeout — unexpected findings, client questions, a revisit needed — leave a log note on the task so the dispatcher sees it.

Analytic account on parts

When you log parts, you have to pick the Analytic Account manually. That's the contract code that traces the cost back to the customer on the P&L. It doesn't auto-fill. If you skip it, the parts cost floats free and won't show up on the contract. Details in Logging Parts & Materials.

Finishing Up

When the work's done:

1. Log your final hours (if you haven't already).
2. Confirm the checklist is filled out and attached to the service request.
3. Confirm any parts you logged are on the service request with the right Analytic Account (open the request, scroll to Parts Used, check the Analytic column).
4. Fill the Resolution Code and Notes on the service request — the task won't close without them.
5. Move the task to Completed – Awaiting Closeout.

An activity lands in the dispatcher's inbox that the task is ready for closeout. They review, accept, and move it to Closed. If anything's missing, they'll leave you a log note in chatter.

What Happens After You're Done

You don't have to do anything for any of these:

• Your per diem is calculated automatically from your logged hours. It shows up in your next paycheck. See Time Tracking.
• Your timesheet is validated weekly by your manager. If they need a correction, they'll message you.
• Your labor cost is posted to the GL monthly by accounting, traced back to the contract via the task's analytic account.

If the manager sends your timesheet back for a fix, you'll see it as an activity in your inbox (the clock icon in the top bar).

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