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The same rule as the web:
radio_button_unchecked 8+ charactersradio_button_unchecked An uppercase letterradio_button_unchecked A lowercase letterradio_button_unchecked A numberradio_button_unchecked A special character
Strength —
Chatadd_comment
searchSearch conversations
DS
Dispatch9:22 AM
Randy Johnson moved to 8:00 — can you confirm?
2
SM
Steve Marek · Manager8:41 AM
Estimate for 10512-J13 approved. Present option C.
1
WH
WarehouseYesterday
Capacitor 45/5 is back in stock.
TC
Tampa crewMon
Brent: covering Brandon this afternoon.
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DS
Dispatch
Online
call
Today
Randy Johnson moved to 8:00 — can you confirm you’ll make it?
9:20 AM
On my way, 12 min out.
9:21 AM · Read
Perfect. Customer knows to expect you.
9:22 AM
add_circle_outlinesend
TimesheetThis weekexpand_more
Not on a job
00:00:00
Not started
Regular
32.5h
Overtime
4.0h
Drive
6.2h
Recorded today
Visits completed0
Sold today$0.00
On the clock today0h 00m
Pay this week
Pay rateHourly · $20.00/h
Paid hoursRegular + drive0.0h
Overtimeat 1.5× the rate$0.00
Earned so far$0.00
info
Your office sets your rate and whether drive time is paid.
Week of Dec 8
MONDec 8
3 jobs7:55 AM – 4:10 PM
8.2h
TUEDec 9
4 jobs7:48 AM – 5:02 PM
9.0h
WEDDec 10
2 jobs8:10 AM – 3:36 PM
7.4h
THUDec 11
3 jobs7:52 AM – 4:00 PM
8.0h
FRIDec 12
1 job · running8:02 AM – now
6.7h
More
MS
Marek Stroz
m.stroz@andservices.com
Senior Technician · AND Services · Tampa
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All synced
Last sync 9:42 AM · 0 pending
Sync now
assignmentCurrent jobRandy Johnson · 10512-J13chevron_right
historyJobs historychevron_right
folder_openFileschevron_right
menu_bookPrice bookchevron_right
my_locationLocation servicesOn · needed to start a job
languageLanguageEnglishchevron_right
devicesMy devices2 signed inchevron_right
notifications_noneNotificationschevron_right
wifi_offOffline modeAlways on · completed jobs kept 7 dayschevron_right
help_outlineHelp & supportchevron_right
descriptionTerms of Servicechevron_right
privacy_tipPrivacy Policychevron_right
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logoutLog out
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badgeDemo: show as a salaried technician
Vision 360 v2.4.1 · build 2411
arrow_backProfile
MS
Marek Stroz
Senior Technician · Employee #4471
NATE certifiedEPA 608
Contact
Phone(813) 555-4471
Emailm.stroz@andservices.com
TruckTruck 14 · Tampa
My targets · this month
Revenue$300k
Avg price per ticket$2.0k
Closing percentage45%
Targets are set by your manager and drive the figures on Home.
arrow_backTerms of Service
The same document the web app shows. Draft · the final text comes from legal.
1. Who the service is for
Vision 360 is used by home-service companies and the people they employ. Your account is created by your company and belongs to it.
2. Using the app
You use the app for your company’s work: jobs, estimates, invoices, payments and time. Keep your sign-in to yourself.
3. Payments
Card payments are taken for your company’s services through its payment processor. The app never stores a card number or CVV.
arrow_backPrivacy Policy
The current version from the web app’s /privacy page. Draft · retention periods still to be filled in.
What the app collects
personYour accountName, email, role and company
my_locationLocation while the app is in useOnly at Start and on customer signatures; seen by the office only
photo_cameraPhotos and videos of the propertyTaken on jobs; no location on photos
drawCustomer signatures
badgeDriver’s licence photosSeen by payment roles only; not kept on the phone after upload
credit_cardPayment dataCard brand and last 4 digits only
smartphoneDevice identifiers and push tokens
bug_reportCrash and diagnostic dataWithout customer data
arrow_backDelete my account
person_remove
Your account belongs to AND Services
Your company admin removes it. You can also request deletion on the web, at the Vision 360 web app’s /account-deletion page — the request goes to your company’s owner and to Vision 360 support.
Jobs, invoices and payments you recorded stay with your company.
arrow_backEquipmentRandy Johnson
Installed at 5010 N Cortez Ave, Tampa, FL 33614.
local_fire_department
Furnace · Daikin
Garage · installed 2017
Attention
ModelDM96VC1005CN
Serial1710294471
WarrantyParts to 2027
ac_unit
Condenser · Rheem
Side yard · installed 2022 · HP
Immediate
ModelRP1524AJ1NA
SerialW222907213
WarrantyParts to 2032
verified_user
Air Handler · Daikin
Installed by us 2 months ago
Our work
InvoiceINV-25-11-088 · $12,480.00
Labour warranty2 years · to Jul 2028
Parts warranty10 years · to Jul 2036
fact_checkOpen Report Card
arrow_backAssetsTruck 14
searchSearch assets
42 items on truck2 low
Capacitor 45/5 µF
SKU 3001
12
HVAC filter 16×25×1
SKU 3002
15
Contactor 2-pole 30A
SKU 3014
2
R-410A refrigerant
SKU 3020 · 25 lb
1
Smart thermostat
SKU 3031
4
local_shippingRequest restock
arrow_backNotifications
Push
New work order assigned
Estimate approved or rejected
New chat message
Invoice paid
Schedule changed
Company announcements
Email
Daily summary
Weekly figures vs targets
do_not_disturb_on
Quiet hours are set by your dispatcher — urgent assignments still come through.
arrow_backOffline mode
offline_bolt
Always on
Your jobs, notes, photos and payments work with no signal and are sent when it returns.
event_available
Completed jobs stay 7 days
Then they leave this phone on their own. Anything not sent yet is never removed — it stays until the office has it.
Jobs on this phone18
Photos held locally126
Storage used248 MB
Waiting to syncNothing
To send or fetch right now, use Sync now in More.
arrow_backHelp & support
Get a person
headset_micMessage dispatchUsually replies in a couple of minuteschevron_right
callCall dispatch(813) 555-0100chevron_right
support_agentApp support line(813) 555-0142 · 7am–7pmchevron_right
System Analysis complete — 21 good, 4 need attention, 4 need immediate action.
You made changes to Report Card
Save
arrow_back
Customer Section
Items 49–50
49Safety concerns acknowledgement
I understand the severity of the existing safety concerns noted by the technician and do not wish to make any repairs at this time. I further understand and agree that AND Services is not responsible for any problems that should arise after inspection, and will not hold them responsible for any damages that may occur from my existing safety concerns.
check_box_outline_blankI have read and agree to the above
50Customer Waiver
Customer signs here
Date: Oct 7, 2026refreshClear
Save waiver
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Technician Section
Items 51–54
51The other trades explained
52Home service plans explained
53Tech notes1
Checked in after the recent pipe repair—client confirmed everything is working well with no further leaks. Recommended scheduling preventive maintenance before the winter season.
Sep 29, 2026 – 2:40 PMJames Reynolds
addAdd technician's note
54Tech signatureP15
Signed
Marek Stroz · Oct 7, 2026, 4:32 PM
You made changes to Report Card
Save
arrow_backJob
play_arrowStart
General
Notes
Report Card
Estimate
Finance
InvoicesNoneexpand_more
Approved estimateexpand_more
Additional itemsexpand_less
playlist_add
No items added yet. Add anything done on site beyond the approved estimate.
addAdd new items
Paymentsexpand_more
Invoice detailsexpand_more
arrow_backAdd new item
searchSearch for item
add_circle_outlineAdd custom itemchevron_right
Item name goes here
Optional description goes here
$9.99
checkAdded
Item name goes here
Optional description goes here
$0.99
addAdd
Item name goes here
Optional description goes here
$0.40
addAdd
Item name goes here
Optional description goes here
$5.00
checkAdded
Item name goes here
Optional description goes here
$456.00
addAdd
Item name goes here
Optional description goes here
$56.00
addAdd
2 items added
Subtotal $174.90
Done
arrow_backJob
play_arrowStart
General
Notes
Report Card
Estimate
Finance
Invoicesexpand_more
Approved estimateexpand_more
Additional items2expand_less
Item name goes here
Optional description goes here
remove
10
add
$99.90
Item name goes here
Optional description goes here
remove
15
add
$75.00
Section total$174.90
addAdd new items
Paymentsexpand_more
Invoice detailsexpand_more
arrow_backPayment
paymentsCashexpand_more
Down payment$1,000.00
Total$3,000.00
To be paid$2,000.00
Cash received
$2,000.00
$2,000$2,500$3,000
Change due$0.00
check_circleConfirm payment
arrow_backPayment
receiptCheckexpand_more
Name on the check
Bank name
Check number
Check date
Apr 02, 2026event
photo_cameraPhoto of the check
Down payment$1,000.00
Total$3,000.00
To be paid$2,000.00
check_circleConfirm payment
arrow_backPayment
smartphoneApps & transfersexpand_more
ZelleVenmoCash AppBank
Payment date
Apr 02, 2026event
Reference number
info
Offline method — the transfer is recorded here, not processed by the app.
Down payment$1,000.00
Total$3,000.00
To be paid$2,000.00
check_circleMake payment
closeInvoice details
Save
Contact
Full name
Johnson, Randy
Phone number
(813) 456-7890
Email
name@example.com
Billing address
Address
5010 N Cortez Ave
City
Tampa
State
FLexpand_more
Zip / Postal
33614
arrow_backJobmore_vert
General
Notes
Report Card
Estimate
Finance
Invoice
10512-I01
SENT
check_circleCreated Oct 7, 2026, 9:09 AM
check_circleSent Oct 7, 2026, 9:14 AM
radio_button_uncheckedAwaiting payment
Amount due$2,000.00
sendResend invoice
Approved estimateexpand_more
Additional items2expand_more
Paymentsexpand_more
mailSend by email
smsSend by SMS
previewPrint preview
printPrint
editEdit invoice
Pick dateclose
Current
This weekradio_button_unchecked
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Previous
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Custom
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January
February
March
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October
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December
Apply · May 2024
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chevron_left2024chevron_right
Q1January – March
Q2April – Junecheck_circle
Q3July – September
Q4October – December
Pick custom year
2025
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2023
2022
2021
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2018
Apply · Q2 2024
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chevron_left2024chevron_right
Week 11Mar 11 – 17
Week 12Mar 18 – 24
Week 13Mar 25 – 31check_circle
Week 14Apr 1 – 7
Week 15Apr 8 – 14
Week 16Apr 15 – 21
Week 17Apr 22 – 28
Week 18Apr 29 – May 5
Week 19May 6 – 12
Week 20May 13 – 19
Week 21May 20 – 26
Week 22May 27 – Jun 2
Apply · Week 13
descriptionDetailed description2close
AC system stopped working last night. AC age unknown. Customer wants to buy a new one.
Oct 28, 2026 – 9:15 AMSarah Thompson
Just another note goes here
Oct 28, 2026 – 9:15 AMSarah Thompson
buildTechnician's Notes2close
Checked in after the recent pipe repair—client confirmed everything is working well with no further leaks. Recommended scheduling preventive maintenance before the winter season.
Oct 27, 2026 – 2:40 PMJames Reynolds
Client was very pleasant and responsive during the service visit. Expressed interest in enrolling in a yearly plumbing maintenance plan.
Oct 28, 2026 – 5:05 PMLaura Bennett
addAdd field note
lockPrivate Notes1close
The customer has small baby. Do not ring the doorbell.