Schedule in the Mobile App: View Shifts, Fill Forms & Stay Organized
📆 Schedule in the Mobile App: View Shifts, Fill Forms & Stay Organized
🧭 Introduction
The Schedule feature in the Ontraccr mobile app gives field workers and supervisors access to all their assigned shifts, including project details, documents, and forms. This guide walks through everything you can do from the mobile schedule view — from shift management to form submission.
📍 Where to Access the Schedule
You can open the schedule from:
- Action Center Schedule widget (shows today’s assigned shifts)
- Calendar icon inside the Schedule widget (opens full calendar view)
🔄 Real-Time Sync from Web to Mobile
- As soon as a shift is added in the web app, it appears instantly on the mobile app schedule.
- You don’t need to refresh manually — the data syncs automatically.
🔎 Viewing and Interacting with Assigned Shifts
1. See Today’s Assigned Shifts
- Appears in the Action Center Schedule widget
- Tap a shift to view:
- Project name and address
- Phase and cost code
- Assigned user(s)
- Attached files (PDFs, images)
- Any linked form to be submitted
2. Submit a Form from a Shift
- If a form is attached to the shift:
- Tap “Submit Form”
- The relevant form opens, pre-filled with shift info
- Fill out and submit directly from your phone
📌 Common use case: Submitting a manual timesheet instead of using the clock-in/out feature.
🔁 Switching Clocked Time to a Shift
If you're already clocked in using the live clock, you can:
- Tap the Switch button from the shift view
- Switch your current clocked time to match the shift’s job/phase/cost code
✏️ Creating or Editing Shifts on Mobile (Admins Only)
If your role has permission to edit shifts, you’ll see a pencil icon in the top-right of the shift view.
✅ You Can:
- Edit existing shift details
- Tap the “+” icon in calendar view to create a new shift
- Set:
- Shift title & description
- Division (if used)
- Start/end time (or all-day)
- Repeat settings (e.g. daily until April 30)
- Assigned users
- Job, cost code, and attachments
🗓️ Full Calendar View (Day & Week Mode)
Tap the calendar icon in the Schedule widget or use the More > Schedule menu to access the full calendar.
🗓️ Navigation Features:
- Swipe days at the top to browse through your week
- Tap any day to see its shifts
- Tap a shift to view/edit/submit
🔄 Change View Mode:
- Tap the three horizontal bars near the top-left
- Switch between:
- Day view (portrait mode)
- Week view (landscape mode)
- Tap the red Save button to confirm
🎯 Filtering the Schedule
Use the Filter icon in the top-right to:
- Filter by specific user (if you have permission)
- Toggle between:
- Draft shifts
- Published shifts
- Both (default)
📝 Note: You’ll only see your assigned shifts unless your permissions allow visibility into other users’ schedules.
📆 Quick Date Picker
Tap the calendar icon next to the date at the top to jump to a specific day in the schedule.
✅ Outcome
By using the mobile app’s Schedule feature, users can:
- View all upcoming shifts with full project context
- Submit assigned forms right from the shift view
- Create or edit shifts (if permitted)
- Toggle day/week views and filter shifts
- Stay organized and on task — even without a desktop