Getting Started with FieldGenius
The field technician companion app for DramTrade — manage jobs, capture photos, collect signatures, and invoice on-site.
Getting Started with FieldGenius
FieldGenius is the mobile-first companion app for DramTrade technicians. It puts everything a field tech needs in one place — job details, navigation, on-site work documentation, parts lookup, customer signatures, and payment collection — all synced in real time with the DramTrade office dashboard.
This guide covers setup and your first completed job from the field.
Prerequisites
- A DramTrade account with the Technician role (set up by your company admin)
- An iPhone (iOS 16+) or Android phone (Android 12+)
- Your invite email from DramTrade
What You Can Do
- Job list — see all assigned jobs sorted by time and priority, with real-time updates from dispatch
- Navigation — one-tap directions to the job site via Apple Maps or Google Maps
- On-site work log — record labor time, parts used, and work notes for each job
- Photo documentation — capture before/after photos attached directly to the job record
- Customer signatures — collect digital signatures for work authorization and job completion
- On-site invoicing — generate and send invoices, accept card payments via Stripe tap-to-pay
- Truck stock — track parts inventory in your vehicle and flag low-stock items
- Offline mode — all core features work without a connection; syncs automatically when back online
First Steps
1. Download and Log In
Search for FieldGenius in the App Store or Google Play and install the app. Open it and enter the email address from your invite. Tap Send Magic Link, then tap the link in your email to authenticate. You will not need a password.
2. Complete Your Profile
On first launch, the app will ask you to:
- Confirm your name and profile photo
- Allow location access (required for GPS dispatch tracking)
- Allow notifications (required to receive new job alerts)
- Set your default navigation app (Apple Maps or Google Maps)
3. View Your Job List
The home screen shows your jobs for today, sorted by scheduled start time. Tap any job to see:
- Customer name, address, and contact number
- Job description and any notes from dispatch
- Equipment history for that property (pulled from the CRM)
- Parts or materials requested by the office
Tap Navigate to open turn-by-turn directions.
4. Start a Job On-Site
When you arrive, open the job and tap Start Job. This timestamps your arrival and notifies the office. While on-site you can:
- Add parts from your truck stock or request a parts run
- Log labor time (runs automatically from Start Job)
- Take photos and annotate them
- Write job notes visible to the customer and office
If additional work is discovered, tap Add Work Item to document it and request approval before proceeding.
5. Complete the Job and Collect a Signature
When the work is done, tap Complete Job. You will be prompted to:
- Confirm all work items and parts are logged
- Have the customer review the job summary on your screen
- Collect their digital signature
The signed completion record is stored on the job in DramTrade and emailed to the customer automatically.
6. Invoice and Collect Payment On-Site
After signing, tap Create Invoice. Review the line items pre-populated from your work log, adjust quantities or prices if needed, and tap Collect Payment. Options include:
- Tap to Pay — customer taps card or phone to yours (no card reader required)
- Send Link — email or text a payment link for the customer to pay later
- Mark as Billed to Account — for membership customers with billing on file
A receipt is emailed automatically on payment.
Next Steps
Was this article helpful?