For the field team

A clear list for the day, and a way to prove the work is done.

Surveyors and installation crews work away from the office. They need to know where to go, what to capture and what to upload, and the office needs the result without a phone call. HelioLattice gives the field team an assigned list and a phone-friendly survey.

Book a demo What the field sees

What does the field team get? Assigned surveys and job stages, a phone-based survey with location and categorised photos, document and photo upload as evidence, tasks and a personal work queue, and attendance check-in and check-out.

My work
Today
Assigned to Anil
2 surveys booked
  1. Survey, Kochi
    Residential, 5 kW
    Surveyor
  2. Survey, Aluva
    Residential, 3 kW
    Surveyor
  3. Upload installation photos
    Job 1042
    Field team
  4. Check out
    End of day
    Field team
Works in a mobile browserEvidence on the job
Example with illustrative data.

A day in the field

Survey, install, upload, close.

See the list

Open My Work to see assigned surveys, stages and tasks for the day.

Assigned→Today→Tasks

Complete the survey

Record location, roof, electrical and structural details and photos in categories, then give the verdict.

Location→Details→Photos

Install and evidence

Work the assigned stage and upload photos and documents to the job as proof.

Stage→Upload→Verify

Close the day

Check out, with tasks updated and blocked items marked for the office.

Tasks→Blocked→Check-out

What the field sees

Built for work away from a desk.

Phone-friendly survey

A structured survey with up to nine photo categories and a captured location.

  • Verdict and recommendation
  • Survey templates

Assigned work

Only the surveys, stages and tasks assigned to the person, in one list.

  • Assigned scope
  • Personal work queue

Evidence upload

Photos and documents are attached to the job and checked by the office.

  • Pending, verified, rejected
  • Stored with the job

Stage ownership

Work the stages you own, and see the rest of the job read-only.

  • Locks by stage
  • Manager override

Tasks

Task boards with priority, due dates and blocked status.

  • Task templates
  • Reminders

Attendance

Daily check-in and check-out for field staff.

  • Attendance summary
  • Role-based access

Keep exploring

Connected pages.

Survey and quotation →

What happens to the survey.

Delivery checklist →

The stages crews work.

Operations head view →

The office side.

Questions

Common questions.

Do surveyors need an app?
They use a mobile browser. The survey captures location, roof, electrical and structural details and categorised photos.
What do crews see?
Only the surveys, stages and tasks assigned to them, in a personal work queue.
How is evidence shared with the office?
Photos and documents are uploaded to the job, and the responsible person verifies them.

See the field day in HelioLattice.

Bring one survey and one installation and we will walk both on a phone.

Book a demo The delivery module