Mobile app

Use the mobile app to record time, read and sign talks, upload certifications, check messages, and handle the safety work available to your role.

The app also includes site details, equipment lookup, safety forms, injury reports, Reports, and Action Center workflows where enabled. Authorized field staff can draft and publish site talks and record or verify safety remediation.

First sign-in

Install the build your company provides, sign in, and confirm the organization and site. Follow device setup for notifications, camera, and location. Open one assigned record before the first shift to confirm access.

Your mobile role is the same customer role you use on the web. Owners and Admins can use mobile field tools when permitted. Being able to clock in does not grant access to every person or record at the site.

Finding things

Use the visible tabs, More menu, and job-site links. Reports opens submitted records; Action Center lists work needing attention. Your Home site summary can follow the site you are currently at, while your timecard retains the shift history.

For the full incident investigation editor, use the web incident page. Mobile shows investigation summaries and related follow-up.

Updates and problems

Read What's New under Settings → App Settings after an update. For weak service, see offline use. If the app shows an access problem, have an Owner check the account and scope. Save any support reference before retrying.

Actions on records

Site Records, certifications, People, Jobsites, equipment, toolbox talks, and shift history have an Actions button. Long-pressing a record opens the same menu. Actions reflect the selected record and its available workflows: for example, copy a job-site address, start an equipment inspection, or renew an eligible certification. Opening a menu does not perform an action. Choose Cancel to dismiss it.