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My Dayβ Online
My Plumber Expert
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MPE Field
π Set up fingerprint/face unlock for faster sign-in
Today
Appearance
Auto follows your phone's own light/dark setting.
Notifications
Get alerted about your jobs even when the app is closed.
Alerts start turned off β switch on the ones you want. Sending goes live in a coming update; this saves your choices now.
My Profile
Nameβ
Roleβ
PIN changes are handled by the office.
Sign-in & security
Faster than typing your PIN. Your PIN always still works.
Storage & Sync
Waiting to send0
Last full syncβ
Saved data on phoneβ
Protected storageβ
Fixes stale or wrong-looking data. Your unsent work stays safe.
Help & Version
App versionβ
New Lead
"My neighbor needs a plumber too" β 30 seconds, that's it.
Name
Phone
Email
Address
What do they need?
Customer
Address
Problem
Status
β Installation job β 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 β only Unassigned is available right now.
Equipment on file
Photos
Before
After
Update status
Add a note
Activity
Customer
Loadingβ¦
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 β no card numbers taken here.
Anything to note for the office?
Customer signature (typed name)
Price Book
TEST PRICES β placeholder data, not real rates yet.
Post-Job Debrief
Equipment capture is in test mode β 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 β 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 β 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.
βοΈ Sign with your fingerβ Signed
New Estimate
Fill in what you can for each option β options with no line items are skipped.
TEST PRICES β placeholder price book, not real rates yet.
Hand the phone to the customer β tap the option they choose.
Your options β tap the one you'd like
Printed name
Sign here
Tip: turn the phone sideways for more room to sign.
βοΈ Sign with your fingerβ Signed
Your extended session timed out. Enter your PIN to continue β nothing you've filled in will be lost.
β
All set!
A copy goes to the office. You can also save one now.
