Job summary questions

Ask your technicians custom questions when they submit a job summary from the mobile app. Their answers appear on the job's task in the office, so the team reviewing the job sees them alongside the tech's visit notes.

Where to find it: Settings > Technician App > Job summary — the Additional Questions card, just below the Job summary switches.

Before you start

• You need settings admin access to add or edit questions.
• Technicians answer the questions on the Job / Visit Summary screen in the mobile app when they finish a job.

Add a question

1. Go to Settings > Technician App > Job summary and find the Additional Questions card.
2. Click Add question.
3. Write the question — for example, "Did you leave the site clean?"
4. Pick Asked when: ask on every job summary (Any job status), or only when the technician picks a specific job status — Job Complete (Ready to Invoice), Job Complete (No Invoice Needed), or Job Incomplete (Needs Another Visit).
5. Optionally pick a Visit Type. Leave Any visit type selected to ask the question on every kind of visit. When you select a type, the question appears only when the visit includes that type. If a visit has more than one type, matching any one of them is enough.
6. Pick the Answer type:

   • Dropdown — the tech picks one of the options you define. Add the options below the type picker.
   • Yes / No
   • Short text or Long text
   • Number
   • Date
7. Turn on Required if the technician must answer before they can submit the job summary.
8. Click Save.

The Job Status scope, Visit Type scope, and answer type can't change after the question is created. To change one of them, delete the question and create a new one. Existing answers remain available on their tasks.

Reorder questions

Drag the handle at the left of each row to arrange the order technicians see, then click Save order. Questions appear on the mobile summary in this order. Dropdown options reorder the same way — drag them inside the question's edit modal.

Job summary options

The Job summary tab on the same Settings > Technician App page has three related switches:

• Preselect the Job Status — on by default. When on, the Job Status dropdown starts on "Job Complete (Ready to Invoice)". Turn it off to make technicians actively pick a status before they can save.
• Require visit notes — off by default. When on, technicians must enter Visit Notes before submitting the job summary.
• Record deficiencies — off by default. When on, the job summary has a Deficiencies section where technicians can record one or more deficiencies; submitting creates a Deficiencies task per asset group. See Configure Technician App behavior.

What technicians see

When a technician submits a job summary, the questions matching both their selected job status and the visit's current Visit Types appear between the Job Status picker and Visit Notes. Required questions are marked with an asterisk, and the summary can't be saved until they're answered.

Where answers show up

Answers are saved with the job task created by the summary. Open the task from the Tasks inbox — each question appears with the technician's answer in the task's details.

Edit or delete a question

• Edit changes the question text, whether it's required, and (for dropdowns) the options. Renaming an option updates it everywhere. Removing an option only stops it from being offered — answers that already used it keep showing on their tasks. To change the Job Status, Visit Type, or answer type, delete the question and create a new one.
• Delete stops the question from being asked. Answers technicians already gave stay on their tasks.

Related guides

• Working a task: changing its status and saving notes
• What creates Jobs tasks and moving them between folders