Best Suited for:
- Field technicians navigating jobs, estimates, and tasks
- Teams managing multiple active records
- Users who frequently switch between records
Important Information:
- Recent tab is available while online and in "Offline Mode"
- Only previously viewed jobs, estimates, and tasks appear in the Recent tab
- The Recent tab is designed to reduce searching and improve navigation speed
Strategic Workflow:
- Quickly return to recently accessed records
- Reduce time spent searching for jobs, estimates, or tasks
- Maintain productivity when working offline
- Easily move between past, current, and upcoming work
Accessing the Recent Tab:
- Open My Work
- Select the Recent tab
- Review the list of recently viewed records
Opening a Record from Recent Tab:
- Locate the desired job, estimate, or task in the Recent list
- Select the record
- The selected record opens directly without searching
The Recent tab may include:
- Past records
- Current records
- Future records