Docs/Quickstarts

Quickstart: Pilot the Mobile Capture Flow

This quickstart pilots mobile capture, confirming an engineer can capture a full check on a phone, including offline and photo recovery.

For: Engineers and the people supporting them2 min read4 sections

Mobile pilot checklist

A field pilot is ready when sign-in, camera assist, offline drafts, photo retry, and the review handoff all work.

29% pilot-ready

Test on real hardware. Simulators prove layout, but not camera, GPS, or field-network behaviour.

Mobile Pilot Steps

  1. 1Sign in as an engineer on a real phone and confirm the assigned check appears.
  2. 2Grant camera permission and capture the required photos and appliance data plates.
  3. 3Enter per-appliance readings and record one test defect with a severity category.
  4. 4Turn airplane mode on, keep working, then reconnect and confirm the draft and photos sync.
  5. 5Capture engineer and tenant signatures and submit the check.

What A Ready Pilot Proves

  • The engineer can sign in and see only their work.
  • Camera, photo capture, and PlateScan or FlueScan assist behave on real hardware.
  • Offline drafts persist and pending photos retry after reconnect.
  • The submitted check arrives in the office review queue cleanly.

Capture Standard

A strong check captures defensible evidence without turning every visit into slow data entry. The engineer’s judgement is the source of truth; the camera assists and the app records.

  • Confirm every PlateScan and FlueScan suggestion before it is written; OCR is a draft, not an authority.
  • Capture readings against the correct appliance using the location label.
  • Record defects with the right category and a clear remedial note while on site.
  • Capture required photos as concrete proof, not generic snaps.
  • Capture engineer and tenant signatures last, because they freeze into the immutable record.

Field Reliability

Field work happens in basements, plant rooms, and properties with poor signal. The capture flow is built to keep working when the network does not.

Troubleshooting

  • If signal drops mid-check, keep working; drafts persist locally and sync on reconnect.
  • If photos sit pending, keep the app open on a stable connection so the queue can retry.
  • If a draft reappears after submitting, the app is protecting you: it keeps the draft until result and photos both confirm.
  • Pilot on real hardware before a field day; simulators prove layout, not camera, GPS, or field network behaviour.

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