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© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.88.0
All guidesMetriFieldCreate and work a work orderRecord assets and service locationsSet up preventive maintenancePlan the day on the dispatch boardUse the AI scheduling assistantYour day in the technician appCheck in, record the job and get the customer's signature
User Guide › MetriField

Your day in the technician app

Open My day on your phone: the AI briefing, today's jobs with times and addresses, navigation, and working with a weak signal.

For: Technicians

Steps

  1. 1On your phone, open MetriCRM and go to MetriField → My day. There is nothing to install; you can add it to your home screen from the browser menu.
  2. 2At the top you see the date, how many jobs you have and the AI briefing: the order of your visits, which ones are urgent or close to their SLA, tight customer windows and what to bring. It is built from job facts only — never customer names, addresses or notes — and is labelled AI-generated.
  3. 3Each job shows its time, status, priority, number, customer and address. Select Navigate to open the address in your maps app, or Call to phone the customer. Jobs carried over from an earlier day are marked.
  4. 4Select Open (or the job's title) to work on it. Select My day to go back to the list.
  5. 5The bar under the greeting shows whether you are online and whether everything is saved. Without a signal you keep seeing today's jobs and can keep working: your updates wait on the phone and are sent in order when you are back online.
  6. 6If the office changed a job while you were offline (for example it was put on hold), the office's version wins. A red box lists what was not applied and why; select the cross to dismiss it.

Good to know

  • Open My day once while you have a signal at the start of the day so the jobs are saved on the phone.
  • Signing out removes the saved copy and any unsent updates from the phone — send them first.
  • Record my approximate location is off unless you switch it on yourself; see Check in, record the job and get the customer's signature.
  • The briefing is created once a day; Refresh asks again (at most every 10 minutes).

Related guides

  • Create and work a work orderFrom a case or by hand: schedule the visit, choose the technician, tick the checklist and complete it.
  • Record assets and service locationsKeep customer equipment with its warranty and history, at addresses your technicians can find.
  • Set up preventive maintenanceReusable checklists, and plans on contracts that create a work order before each visit.
  • Plan the day on the dispatch boardSet up technicians, place jobs by dragging or from the keyboard, check conflicts and dispatch the day.

Still need help? Contact support

On this pageStepsGood to knowRelated guides