Flyra on a phone

Most of the work in a service business happens away from a desk. Flyra's layout adapts to a phone screen, so a technician can run their whole day from the van.

Note: the screenshots here are Flyra at a phone-sized screen, captured at 414 pixels wide. If you use the native iOS or Android app the layout will match closely, but these particular images come from the responsive web view.

The Dashboard on a phone

Cards stack vertically. Revenue first, then Today, then Inbox and Tasks.

For a technician this isn't the useful screen. Set the sidebar order in Settings > Access so the pages they actually need sit at the top.

The Schedule

The page a technician lives in. Today's jobs, times, customers and addresses.

Customers

Searchable on a small screen. Tapping a customer opens their record with the address, the notes, and Quick Actions.

The notes field earns its keep here. Gate codes and dog warnings are useful precisely when someone is standing at a gate holding a phone.

The Inbox

Texts to and from your Flyra number. A technician can message a customer without handing over a personal number, and the conversation stays on the business record.

Leads

The pipeline on a phone. Useful for a rep capturing a lead on the spot rather than writing it on a hand.

The Map

The one that really needs a phone. Door-to-door work is the whole reason the Map exists, and dropping a pin is a long press on the address, which is a natural gesture on a touchscreen and an awkward one with a mouse.

Pick the outcome from the nine buttons, add a photo on anything you'll need to price later, and move to the next door.

Setting phones up properly

• Order the sidebar for the field. Schedule, Map and Customers first. Do it in Settings > Access.
• Give everyone their own login. Job assignment, payroll and rankings all depend on it.
• Add phone numbers to team members so job alerts reach them.
• Use the narrowest role that works. A phone gets left in a van.

Tips and gotchas

• Long press to drop a pin. The most common "it doesn't work" report.
• Photos before leaving site. You cannot go back for them.
• Customer notes are read on a doorstep. Write them for that moment.
• The Dashboard is an office page. Reorder the sidebar for field staff.

Next up: The full setup checklist