> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/field-operations.md). # Field Operations - [Mobile App](https://learn.withessential.com/field-operations/mobile.md) - [Common mobile questions](https://learn.withessential.com/field-operations/mobile/common-mobile-questions.md) - [Sign in and navigate the mobile app](https://learn.withessential.com/field-operations/mobile/sign-in-and-navigation.md) - [Change your settings, turn on notifications, or sign out in the mobile app](https://learn.withessential.com/field-operations/mobile/change-your-settings-or-sign-out.md) - [Get help in the mobile app](https://learn.withessential.com/field-operations/mobile/get-help-in-the-mobile-app.md) - [See your visits in the mobile app](https://learn.withessential.com/field-operations/mobile/see-your-visits.md) - [Schedule an open visit from the mobile app](https://learn.withessential.com/field-operations/mobile/schedule-an-open-visit.md) - [Open a visit in the mobile app](https://learn.withessential.com/field-operations/mobile/open-a-visit.md) - [Manage asset groups and recurring services on mobile](https://learn.withessential.com/field-operations/mobile/manage-asset-groups-and-recurring-services.md) - [Add, edit, or delete an asset on mobile](https://learn.withessential.com/field-operations/mobile/add-edit-or-delete-an-asset.md) - [Use On My Way, Clock In, and Clock Out](https://learn.withessential.com/field-operations/mobile/on-my-way-clock-in-clock-out.md) - [Track and submit your timecard on mobile](https://learn.withessential.com/field-operations/mobile/track-and-submit-your-timecard.md) - [Use documents in the mobile app](https://learn.withessential.com/field-operations/mobile/open-shared-documents.md) - [Look up pricing on mobile](https://learn.withessential.com/field-operations/mobile/look-up-pricing.md) - [Add a visit summary on mobile](https://learn.withessential.com/field-operations/mobile/add-a-visit-summary.md) - [Complete services and invoice items on mobile](https://learn.withessential.com/field-operations/mobile/complete-services-and-invoice-items.md) - [Add files, notes, and access info on mobile](https://learn.withessential.com/field-operations/mobile/add-files-notes-and-access-info.md) - [Add and name photos in the mobile app](https://learn.withessential.com/field-operations/mobile/add-and-name-photos.md) - [Mark up a photo or PDF on mobile](https://learn.withessential.com/field-operations/mobile/mark-up-a-photo-on-mobile.md) - [Fill inspection reports on mobile](https://learn.withessential.com/field-operations/mobile/fill-inspection-reports.md) - [Save, publish, and reopen inspection reports on mobile](https://learn.withessential.com/field-operations/mobile/save-publish-and-reopen-inspection-reports.md) - [Create and send quotes and invoices on mobile](https://learn.withessential.com/field-operations/mobile/create-and-send-quotes-and-invoices.md) - [Swipe to pass or fail assets on mobile](https://learn.withessential.com/field-operations/mobile/swipe-to-pass-or-fail-assets.md) - [Create a work acknowledgment on mobile](https://learn.withessential.com/field-operations/mobile/create-a-work-acknowledgment.md) - [Record and upload videos on mobile](https://learn.withessential.com/field-operations/mobile/record-and-upload-videos.md) - [Work offline and sync mobile changes](https://learn.withessential.com/field-operations/mobile/work-offline-and-sync.md) - [Work a visit with multiple technicians on mobile](https://learn.withessential.com/field-operations/mobile/multiple-technicians-on-mobile.md) - [Mobile troubleshooting](https://learn.withessential.com/field-operations/mobile/mobile-troubleshooting.md) - [Inspection Reports](https://learn.withessential.com/field-operations/inspection-reports.md) - [Common inspection report questions](https://learn.withessential.com/field-operations/inspection-reports/common-inspection-report-questions.md) - [See and browse your inspection reports (the Inspection Reports page)](https://learn.withessential.com/field-operations/inspection-reports/see-and-browse-your-inspection-reports-the-inspection-reports-page.md) - [Create an inspection report from the office](https://learn.withessential.com/field-operations/inspection-reports/create-an-inspection-report-from-the-office.md) - [What the inspection report page shows](https://learn.withessential.com/field-operations/inspection-reports/what-the-inspection-report-page-shows.md) - [Manage technician access to a report](https://learn.withessential.com/field-operations/inspection-reports/manage-tech-access.md) - [The field types you fill in on a report](https://learn.withessential.com/field-operations/inspection-reports/the-field-types-you-fill-in-on-a-report.md) - [Show or hide asset questions from Report Information](https://learn.withessential.com/field-operations/inspection-reports/show-or-hide-asset-questions-from-report-information.md) - [Link a report photo question to an asset photo attribute](https://learn.withessential.com/field-operations/inspection-reports/link-a-report-photo-question-to-an-asset-photo-attribute.md) - [Record parts, labor, and items](https://learn.withessential.com/field-operations/inspection-reports/record-parts-labor-and-items.md) - [Fill repeatable list sections on an inspection report](https://learn.withessential.com/field-operations/inspection-reports/fill-repeatable-list-sections.md) - [Require a service completion date, and mark a service N/A](https://learn.withessential.com/field-operations/inspection-reports/require-a-service-completion-date-and-mark-a-service-not-applicable.md) - [Marking Fail and recording a deficiency while filling a report](https://learn.withessential.com/field-operations/inspection-reports/marking-fail-and-recording-a-deficiency-while-filling-a-report.md) - [Save a draft and publish an inspection report](https://learn.withessential.com/field-operations/inspection-reports/save-a-draft-and-publish-an-inspection-report.md) - [While your report's PDF is generating](https://learn.withessential.com/field-operations/inspection-reports/while-your-report-pdf-is-generating.md) - [Download or email an inspection report](https://learn.withessential.com/field-operations/inspection-reports/download-or-email-an-inspection-report.md) - [Answer a question on many inspection assets at once](https://learn.withessential.com/field-operations/inspection-reports/answer-a-question-on-many-inspection-assets-at-once.md) - [Can I move an inspection report to another customer or property?](https://learn.withessential.com/field-operations/inspection-reports/can-i-move-an-inspection-report-to-another-customer-or-property.md) - [Duplicate an inspection report](https://learn.withessential.com/field-operations/inspection-reports/duplicate-an-inspection-report.md) - [Delete an inspection report](https://learn.withessential.com/field-operations/inspection-reports/delete-an-inspection-report.md) - [Working with the assets on an inspection report (bulk pass, skip, delete)](https://learn.withessential.com/field-operations/inspection-reports/working-with-the-assets-on-an-inspection-report-bulk-pass-skip-delete.md) - [Publish and email inspection reports from mobile](https://learn.withessential.com/field-operations/inspection-reports/publish-and-email-inspection-reports-from-mobile.md) - [Deficiencies](https://learn.withessential.com/field-operations/deficiencies.md) - [What is a deficiency?](https://learn.withessential.com/field-operations/deficiencies/what-is-a-deficiency.md) - [Working a deficiency task](https://learn.withessential.com/field-operations/deficiencies/working-a-deficiency-task.md) - [How tracked deficiencies resolve](https://learn.withessential.com/field-operations/deficiencies/deficiencies-clear-when-the-inspection-report-is-resubmitted-without-them.md) - [Asset Groups and Recurring Services](https://learn.withessential.com/field-operations/assets.md) - [Common asset group and recurring service questions](https://learn.withessential.com/field-operations/assets/common-asset-and-recurring-service-questions.md) - [See and browse all your asset groups (the Asset Groups page)](https://learn.withessential.com/field-operations/assets/see-and-browse-all-your-asset-groups-the-assets-page.md) - [What an asset group page shows](https://learn.withessential.com/field-operations/assets/what-an-asset-group-page-shows.md) - [Show asset attribute values as labels (Asset Group Labels)](https://learn.withessential.com/field-operations/assets/show-asset-attribute-values-as-labels-asset-group-labels.md) - [Files on an asset group](https://learn.withessential.com/field-operations/assets/files-on-an-asset-group.md) - [Add or bulk-add assets to an asset group](https://learn.withessential.com/field-operations/assets/add-or-bulk-add-assets-to-an-asset-group.md) - [Editing, reordering, and deleting assets](https://learn.withessential.com/field-operations/assets/editing-reordering-and-deleting-asset-items.md) - [Add photos to an asset (photo attributes)](https://learn.withessential.com/field-operations/assets/add-photos-to-an-asset-photo-attributes.md) - [Pick several options on an asset (multi-select attributes)](https://learn.withessential.com/field-operations/assets/pick-several-options-on-an-asset-multi-select-attributes.md) - [Tag where an asset is (GPS location attributes)](https://learn.withessential.com/field-operations/assets/tag-asset-locations-gps-attributes.md) - [Merge and split asset groups](https://learn.withessential.com/field-operations/assets/merge-and-split-asset-groups.md) - [Move an asset group to another property](https://learn.withessential.com/field-operations/assets/move-an-asset-group-to-another-property.md) - [Transfer assets between groups](https://learn.withessential.com/field-operations/assets/transfer-assets-between-groups.md) - [Set up recurring services on an asset group](https://learn.withessential.com/field-operations/assets/set-up-recurring-services-on-an-asset-group.md) - [Set or change an asset group's automation (Automation Setup)](https://learn.withessential.com/field-operations/assets/set-or-change-an-asset-groups-automation-automation-setup.md) - [Manually trigger or delay an asset group's automation](https://learn.withessential.com/field-operations/assets/manually-trigger-or-delay-an-asset-groups-automation.md) - [Recurring service templates and template groups](https://learn.withessential.com/field-operations/assets/recurring-service-templates-and-template-groups.md) - [Asset groups and assets: terminology and screen labels](https://learn.withessential.com/field-operations/assets/assets-vs-asset-groups-vs-asset-items-the-terminology.md) - [Deleting an asset group (and what it removes)](https://learn.withessential.com/field-operations/assets/deleting-an-asset-group-and-what-it-removes.md) - [Searching and sorting assets within a group](https://learn.withessential.com/field-operations/assets/searching-and-sorting-asset-items-within-a-group.md) - [Setting up a recurring service in depth: frequency, automation, rounding, and the asset filter](https://learn.withessential.com/field-operations/assets/setting-up-a-recurring-service-in-depth-frequency-automation-rounding-and-the-asset-filter.md) - [Why can't I add more assets? (per-group limits)](https://learn.withessential.com/field-operations/assets/why-cant-i-add-more-asset-items-per-group-limits.md) - [Inventory](https://learn.withessential.com/field-operations/inventory.md) - [See and browse your inventory (the Inventory page)](https://learn.withessential.com/field-operations/inventory/see-and-browse-your-inventory-the-inventory-page.md) - [What the inventory item page shows](https://learn.withessential.com/field-operations/inventory/what-the-inventory-item-page-shows.md) - [Inventory quantity terms: on-hand, reserved, available, incoming](https://learn.withessential.com/field-operations/inventory/inventory-quantity-terms-on-hand-reserved-available-incoming.md) - [Adjust on-hand quantity and transfer items between locations](https://learn.withessential.com/field-operations/inventory/adjust-on-hand-quantity-and-transfer-items-between-locations.md) - [Creating and receiving purchase orders](https://learn.withessential.com/field-operations/inventory/creating-and-receiving-purchase-orders.md) - [Emailing a purchase order to a supplier](https://learn.withessential.com/field-operations/inventory/emailing-a-purchase-order-to-a-supplier.md) - [Purchase order statuses and marking orders billed, paid, or void](https://learn.withessential.com/field-operations/inventory/purchase-order-statuses-billed-paid-and-void.md) - [Reorder levels and what's running low](https://learn.withessential.com/field-operations/inventory/reorder-levels-and-whats-running-low.md) - [Timecards](https://learn.withessential.com/field-operations/timecards.md) - [Review, approve, or send back timecards](https://learn.withessential.com/field-operations/timecards/review-approve-or-send-back-timecards.md) - [Timecard statuses and overtime rules](https://learn.withessential.com/field-operations/timecards/timecard-statuses-and-overtime-rules.md) - [Tasks](https://learn.withessential.com/field-operations/tasks.md) - [Create a task in a custom folder](https://learn.withessential.com/field-operations/tasks/create-a-task-in-a-custom-folder.md) - [Common task questions](https://learn.withessential.com/field-operations/tasks/common-task-questions.md) - [The Tasks inbox: folders, status filters, and search](https://learn.withessential.com/field-operations/tasks/the-tasks-inbox-folders-status-filters-and-search.md) - [Select several tasks and work on them together](https://learn.withessential.com/field-operations/tasks/select-several-tasks-and-work-on-them-together.md) - [Task folder and subfolder meanings](https://learn.withessential.com/field-operations/tasks/task-folder-and-subfolder-meanings.md) - [How tasks are created and organized](https://learn.withessential.com/field-operations/tasks/how-tasks-are-created-and-organized.md) - [Working a task: changing its status and saving notes](https://learn.withessential.com/field-operations/tasks/working-a-task-changing-its-status-and-saving-notes.md) - [Respond to a workflow task](https://learn.withessential.com/field-operations/tasks/respond-to-a-workflow-task.md) - [Job summary questions](https://learn.withessential.com/field-operations/tasks/job-summary-questions.md) - [Quick Actions on a task: create a visit, invoice, or quote without leaving the task](https://learn.withessential.com/field-operations/tasks/quick-actions-on-a-task-create-a-visit-invoice-or-quote-without-leaving-the-task.md) - [What creates Deficiencies tasks](https://learn.withessential.com/field-operations/tasks/what-creates-deficiencies-tasks.md) - [Create a deficiency task](https://learn.withessential.com/field-operations/tasks/create-a-deficiency-task.md) - [What creates Invoices tasks](https://learn.withessential.com/field-operations/tasks/what-creates-invoices-tasks.md) - [What creates Jobs tasks (and moving them between folders)](https://learn.withessential.com/field-operations/tasks/what-creates-jobs-tasks-and-moving-them-between-folders.md) - [What creates Quotes tasks](https://learn.withessential.com/field-operations/tasks/what-creates-quotes-tasks.md) - [What creates Recurring Services tasks](https://learn.withessential.com/field-operations/tasks/what-creates-recurring-services-tasks.md) - [What creates Service Requests tasks](https://learn.withessential.com/field-operations/tasks/what-creates-website-requests-tasks.md) - [Where to see customer approvals and responses to service requests](https://learn.withessential.com/field-operations/tasks/where-to-see-customer-approvals-and-responses-to-service-requests.md) - [Custom Tasks](https://learn.withessential.com/field-operations/custom-tasks.md) - [See and browse your custom tasks (the Custom Tasks page)](https://learn.withessential.com/field-operations/custom-tasks/see-and-browse-your-custom-tasks-the-custom-tasks-page.md) - [Automated Outreach](https://learn.withessential.com/field-operations/automated-outreach.md) - [See and browse your automated outreach (the Automated Outreach page)](https://learn.withessential.com/field-operations/automated-outreach/see-and-browse-your-automated-outreach-the-automated-outreach-page.md) - [The kinds of automated outreach: Job Approval, Quote, Invoice, Visit Reminder, and Tech En Route](https://learn.withessential.com/field-operations/automated-outreach/the-kinds-of-automated-outreach-job-approval-quote-invoice-visit-reminder-and-tech-en-route.md) - [Inside an automated outreach batch: the send steps, statuses, preview, and stopping it](https://learn.withessential.com/field-operations/automated-outreach/inside-an-automated-outreach-batch-the-send-steps-statuses-preview-and-stopping-it.md) - [Workflows](https://learn.withessential.com/field-operations/workflows.md) - [Build, test, and publish a workflow](https://learn.withessential.com/field-operations/workflows/build-test-and-publish-a-workflow.md) - [Run a workflow for a customer](https://learn.withessential.com/field-operations/workflows/run-a-workflow-for-a-customer.md) - [See workflow run history](https://learn.withessential.com/field-operations/workflows/see-workflow-run-history.md) - [Fix a failed workflow](https://learn.withessential.com/field-operations/workflows/fix-a-failed-workflow.md) --- # Agent Instructions This documentation is published with GitBook. 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