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engineer engineer screens navigation interactions atlas
Engineer Screen Interaction Matrix Look up how each customer-facing mobile screen opens, what it can launch next, and which records or outputs it affects.
Before you start You need to understand how the engineer app screens connect rather than how to complete a single task. Expected outcome Engineers and admins can trace the mobile navigation graph and understand which screens own which field interactions.
Screen family Primary entry points Direct exits or launches Shared records Notes Dashboard Default tab after sign-in. Schedule Inspection, Inspection, Work Order Detail, QR Scanner, Search, Analytics Dashboard, Draft Manager, AI Conversations, Subscription, Add Site, tab jumps to Inspections and Sites. Day-run assignments, draft state, sync state, announcements, subscriptions. The fastest mobile dispatch surface; it mixes navigation, urgency cues, and workspace health. Sites list Sites tab. Site Details, Schedule Inspection, Add Site. Sites, filters, recent locations. Tests cover filtering, swipe actions, and long-press behavior. Inspections list Inspections tab. Inspection, Certificate Viewer, Inspection Templates. Inspection queue, status, filters, templates. Tests cover filtering, swipe actions, and long-press behavior; calendar is a sibling route. Calendar Inspections stack secondary screen. Inspection. Scheduled inspection dates. Used when day/date lookup is faster than list search. Profile Profile tab. Settings, Help. User profile, account shortcuts. Lightweight launchpad into support and preferences.
Screen family Primary entry points Direct exits or launches Shared records Notes Site Details Sites list, Search, direct site links. Site Briefing, System Details, Schedule Inspection, Add System, Certificate Viewer, Inspection. Site record, linked systems, recent inspections, certificates. This is the main field context screen before an inspection starts. Site Briefing Site Details. Schedule Inspection, Inspection History. Site notes, access context, defects and visit history. Built for pre-visit orientation rather than live editing. System Details Site Details. Schedule Inspection, Asset Details, Edit Asset, Add Asset. System record, linked assets. Bridges site context to individual equipment. Asset Details System Details, Search. Edit Asset, Asset History, Photo Viewer. Asset metadata, attached photos, inspection history. Long-press behavior is covered by tests. Asset History Asset Details. Inspection. Historical inspections for one asset. Best when the field question is historical performance, not current checklist state.
Screen family Primary entry points Direct exits or launches Shared records Notes Inspection workspace Inspections list, Calendar, Site Details, Dashboard, Draft Manager, Comparison View. Add System, Signature, Edit Asset, Copy Asset, QR Scanner, Add Asset, AI Chat. Inspection record, system binding, checklist state, defects, visit notes, evidence, GPS. Tests cover annotation, asset long-press, bulk pass, defect long-press, defect swipe, discovery mode, GPS, voice notes, and error states. Fire Damper Inspection Inspection History for fire damper work. Mostly route-local completion and evidence flows. Fire damper-specific checklist and reporting state. Treated as a specialist branch of the inspection family. Defect Resolution Search or inspection-linked defect context. Mostly route-local defect editing. Defect notes, annotations, voice notes, remediation state. Tests cover annotation and voice notes as part of defect evidence capture. Inspection History Site Briefing or Fire Damper Reporting follow-up. Fire Damper Inspection, Certificate Viewer. Completed visits for a site. Useful after the live visit, especially when confirming history or opening output again. Visit Notes Inspection workspace. Visit Note Editor. Inspection-scoped note records. Keeps visit-wide narrative separate from asset- or defect-level notes. Visit Note Editor Visit Notes. Returns to Visit Notes when saved or cancelled. One visit note draft or saved note. Focused editor rather than a multi-surface workflow hub. Signature Inspection workspace completion flow. Returns into inspection completion path. Engineer or customer signatures. Acts as a gating screen before final output generation.
Screen family Primary entry points Direct exits or launches Shared records Notes Certificate Viewer Site Details, Inspections list, Inspection History, inspection completion. Quote Create. Generated certificate output. Tests cover error handling and zoom behavior. Photo Gallery Inspection and evidence flows. Mostly route-local annotation and photo review. Photo sets tied to inspections or assets. Tests cover annotation and gallery behavior. Photo Viewer Asset Details or photo gallery. Route-local zoom and image browsing. Individual evidence image. Navigation and zoom behavior are covered by tests. Batch Photo Evidence capture flows. Returns selected photo URIs to caller. Multi-photo capture batches. Useful when speed matters more than one-photo-at-a-time capture. QR Scanner Dashboard, Inspection, Search, and direct scan entry points. Returns to the invoking flow or target record. QR-based record lookup. Used as a shortcut into system/asset/inspection context.
Screen family Primary entry points Direct exits or launches Shared records Notes Draft Manager Dashboard. Inspection. Local drafts and unsynced visit work. This is the recovery desk when work cannot be safely assumed to be live already. Comparison View Analytics Dashboard and inspection history comparisons. Inspection for either selected visit. Two inspections under comparison. Best for change-over-time review rather than live data entry.
Screen family Primary entry points Direct exits or launches Shared records Notes Schedule Inspection Dashboard, Sites list, Site Details, Site Briefing, System Details. Returns to calling flow after schedule/save. New or updated inspection plan. Acts as a field-side planning shortcut, not the full office scheduler. Fire Damper Reporting Fire damper specialist flow. Inspection History. Fire damper report outputs and history context. Specialist reporting surface distinct from the general certificate viewer. Guided PDS Wizard Specialist pressure-differential workflows. Returns completed wizard result to caller. Guided PDS session output. Test coverage confirms the guided path specifically. PDS Wizard and Config Specialist system flows. Returns session/config result to caller. PDS configuration and wizard output. Covers both configuration and execution paths. Flow Rate and Drop Test Specialist asset or inspection tools. Return to calling inspection context. Measurement data and pass/fail support evidence. Used only when the field workflow calls for specialist readings.
Screen family Primary entry points Direct exits or launches Shared records Notes Search Dashboard shortcut and direct entry. Site Details, Inspection, Asset Details, Defect Resolution, Quote Detail, Work Order Detail, QR Scanner, Work Order List. Cross-record lookup results. One of the highest-value routing screens because it crosses nearly every major record type. Sync Status Direct support or troubleshooting entry. Mostly route-local review. Sync queue, pending uploads, local state. Important when users need proof that offline work has or has not uploaded. Settings, Profile, Help, Subscription Profile tab and AI/upgrade prompts. Subscription, Quote Settings, Quote List, Work Order List, external docs/support links. User preferences, availability checks, support access, subscription state. Settings tests cover outward links and commercial shortcuts. Quotes Certificate Viewer, Settings, Search, direct commercial access. Quote Detail, Quote Create, Quote Settings. Quotes and commercial follow-up. The mobile app exposes follow-up work but keeps heavier commercial administration in the admin portal. Work Orders Dashboard, Search, Settings. Work Order Detail. Remedial jobs and follow-up visits. Mobile work-order access is execution-focused. Inspection Templates and Edit Template Inspections list. Inspection, Edit Template. Reusable inspection templates. Supports faster repeated setup without leaving the mobile experience. AI Conversations and AI Chat Dashboard or AI entry points. AI Chat, Subscription. AI conversation threads grounded in site or inspection context. AI access can be feature-gated or subscription-gated. Auth and entry Landing, Login, Register, workspace entry. Login, Register, Main app. Session establishment, workspace choice. Keep this documented lightly; it is supporting infrastructure rather than the main field workflow.
Sync Status affects confidence in downstream screens but does not route widely.Signature and Visit Note Editor are narrow completion screens that mostly return into their caller.Photo Viewer and Batch Photo are evidence helpers rather than navigation hubs.Specialist PDS and measurement screens are launched from inspection context and feed results back there.
Use the Admin-to-Engineer Handoff Map when you need to know which office-side page set up the work the engineer is looking at.
Screen family Primary tables Dashboard Mostly reads from deployed inspections, work_orders, membership/capability state, and sync-related local state Sites / Site Details / Site Briefing sites, systems, assets, completed inspections, certificate-bearing inspection rowsSystem and Asset drill-in systems, assets, asset_inspection_status, inspection_items, defectsInspection workspace inspections, inspection_items, inspection_visit_notes, defects, asset_inspection_status, flow_rate_measurements, and specialist PDS tables when relevantFire damper and specialist tools Inspection-backed rows plus pds_system_configs, pds_test_sessions, pds_floors, pds_pressure_readings, pds_door_force_tests where applicable Certificates and follow-up Inspection certificate fields, generated_reports, and template/branding tables indirectly through output generation Quotes and Work Orders quotes, quote_line_items, work_orders, work_order_items, work_order_assignmentsSearch Cross-table lookup over sites, assets, inspections, defects, quotes, and work_orders AI chat ai_conversations, ai_messages, ai_pending_confirmations, ai_usage_log