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MPE Field

🔒 Set up fingerprint/face unlock for faster sign-in

Today

Appearance

Auto follows your phone's own light/dark setting.

Notifications

Push alerts on this device

Get alerted about your jobs even when the app is closed.

Job assigned or reassigned to me Today's schedule changed New note or update on my job Reminder when a job window starts

Alerts start turned off — switch on the ones you want. Sending goes live in a coming update; this saves your choices now.

My Profile

Name—

Role—

PIN changes are handled by the office.

Sign-in & security

Unlock with fingerprint / face

Faster than typing your PIN. Your PIN always still works.

Storage & Sync

Waiting to send0

Last full sync—

Saved data on phone—

Protected storage—

Fixes stale or wrong-looking data. Your unsent work stays safe.

Help & Version

App version—

New Lead

"My neighbor needs a plumber too" — 30 seconds, that's it.

Name

Phone

Address

What do they need?

Customer

Address

Problem

Status

⚠ Installation job — scan the new unit's spec label and confirm equipment in Post-Job Debrief before marking Done.

Notes

Assigned to

Technician list is syncing from the office — only Unassigned is available right now.

Equipment on file

Photos

Before

After

Update status

Add a note

Activity

Customer

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Account status

Open balance

Balance last synced

Estimate & invoice history

Office files

Running late?

Let the office know how your next job is looking.

Diamond Club

Show the customer the plans, tap the one they want, and have them type their name to sign up. The office confirms pricing and sets up billing — no card numbers taken here.

Anything to note for the office?

Customer signature (typed name)

Price Book

TEST PRICES — placeholder data, not real rates yet.

Post-Job Debrief

Equipment capture is in test mode — writes to a TRAINING board only, not the real property yet.

What was done

Parts used

After-photos: use the Photos section on the job detail screen.

Club membership offered?

Follow-up needed?

Google review requested?

Payment method

Equipment capture (boiler / water heater)

Newly installed unit (not an existing one)?

Date sold/installed

Next recommended service

Spec label photo

Kept as the record even if a number's hard to read — snap it, don't worry about getting every digit perfect.

Add Equipment

Equipment capture is in test mode — writes to a TRAINING board only, not the real property yet.

Type it in by hand, or snap the spec label and let the app read it for you.

Date sold/installed

Next recommended service

Spec label photo

Kept as the record even if a number's hard to read — snap it, don't worry about getting every digit perfect.

Arrival Inspection

Tap G / M / B / N-A for each item. Unrated items are left blank.

Proposed Work

Auto-added when you mark something Maybe or Bad — edit or remove as needed. Work proposals valid 30 days.

Additional job notes

Technician signature

Hand the phone to the customer to review and sign.

Your inspection results

Printed name

Sign here

Tip: turn the phone sideways for more room to sign.

✍️ Sign with your finger ✓ Signed

New Estimate

Fill in what you can for each option — options with no line items are skipped.

TEST PRICES — placeholder price book, not real rates yet.

Hand the phone to the customer — tap the option they choose.

Your options — tap the one you'd like

Printed name

Sign here

Tip: turn the phone sideways for more room to sign.

✍️ Sign with your finger ✓ Signed

Your extended session timed out. Enter your PIN to continue — nothing you've filled in will be lost.

💳

How would you like to pay?

📱

Apply with Synchrony

The customer applies on THEIR OWN phone — never here.

Subject to credit approval. Approval happens on Synchrony's side.

Once the customer has a result:

Synchrony reference number

Required before this job can be marked paid by financing.

✅

All set!

A copy goes to the office. You can also save one now.

Help

Sync Status

Show & Tell

Tap a topic to walk the homeowner through it.