Using the tech portal

Find your day at a glance: home stats, today's jobs, and how to move between Tasks, Jobs, and Calendar.

TechniciansTechnician3 min

The tech portal is a mobile-first workspace for field work. After you sign in as a technician, TradeField opens this view instead of the owner dashboard.

Before you start

Invite accepted
Signed in as a technician

Steps

1. Open the Home screen

Home shows counts for open tasks, active jobs, and upcoming bookings. Scroll down for today's schedule and recent activity.

Technician home screen with stats and today's work summary

2. Use the bottom navigation

On phones, switch between Home, Tasks, Jobs, Calendar, and Profile from the bar at the bottom. On larger screens the same links appear in the top header.

3. Install as an app (optional)

If prompted, add TradeField to your home screen. The PWA keeps working with a signed-in session and can queue changes when you're briefly offline.

Tips

Sign in once while online before relying on offline mode on a new phone.
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Last updated 2026-07-08. Contact support if you need more help.