A Field App for Drivers and Surveyors

Fredi runs delivery and surveying crews who spend most of the day on the road. The office scheduled orders in a calendar, but what happened between stops came back through phone calls, messages and paper: who had already received their order, who was not home, which measurement was taken and where the signature was.

What was missing:

• A clear schedule per worker: every driver and surveyor should see only their own stops, by day and time window, without searching through other people’s orders.
• One reporting format: status, notes, photos and signature in a single place, so the office never has to reconstruct what happened.
• Measurements that return as data: dimensions of cabinets and items must be recorded per item and stored against the order.
• Usable in field conditions: one screen, one hand, large buttons and constant movement.

We designed the app around the worker’s day rather than around the system: sign in, see today’s stops, drive, report, and move to the next one. At login the system recognises the worker’s role and routes drivers and surveyors to the app, while office staff land on the dashboard.

The app is part of the same management platform (Fredi’s ERP system), so there is no syncing between systems: what the driver reports is what the office sees, at the same moment.

The login screen is simple and carries Fredi’s branding: email, password and an option to remember the device. Right after signing in, the worker’s schedule for that day appears.

Each stop is a card showing the time window, customer name, address, task type and arrival details such as floor, elevator and item count. Coloured tags separate delivery, measuring and combined tasks and show the delivery line, and stops that were already handled are marked green.

• Day navigation: a quick jump to the previous or next day, to plan ahead or check what was done.
• Role-based view: drivers see deliveries, surveyors see measuring tasks, and both see only what is assigned to them.
• Clear order: stops are sorted by time, so it is always obvious what comes next.

Tapping a card opens the stop. At the top are two large buttons: navigate to the customer’s address in Waze, and call the customer in one tap. Below them are the office’s notes for the stop, such as access instructions or special requests.

When finished, the worker closes the stop with one short form:

• Status: completed successfully or not completed, with a reason when it fails.
• Photo: a shot from the phone camera as proof of delivery or a record of the site’s condition.
• Notes: a free field for anything the office needs to know.
• Customer signature: the customer signs on the screen with a finger, and the signature is stored on the order as an image, with no paper form.

When a stop includes measuring, or when a task combines delivery and measuring, the app shows a dynamic measurement form. For each item the worker records a name or location, height, width and depth in centimetres, plus notes, and can add or remove rows as needed.

The result is structured data rather than a photo of a sheet: the office can continue from there to a quote, production or installation without retyping. After saving, the stop is marked complete and the saved measurements appear on the card for later review.

Not every stop ends well. If the customer is not home or something is wrong, the worker marks the stop as not completed and describes why, and the report reaches the office as an alert that needs attention. In the other direction, service calls reach the worker with detailed work instructions from the office and a dedicated closing form for recording what was done.

• Office instructions inside the card: the fault and the required work are highlighted so they cannot be missed.
• Failure reports with a reason: every stop left incomplete reaches the office with an explanation and can be rescheduled.
• Closing the call on site: after the repair the worker records a photo and notes and closes the call from the field.

A surveyor gets a task list of their own that includes only measuring stops: time window, address and arrival details. The same card, the same navigation and the same call button, but the form that opens is the measurement form. When done, the surveyor closes the stop and the order moves on to its next step in the office.

Reusing the same components for both roles avoided duplicate development and keeps the experience identical: someone who changes roles does not have to learn a new app.

As soon as a report is sent, a clear green confirmation appears and the stop leaves the open task list. When all of the day’s stops are closed, the app shows an empty day instead of a list and lets the worker move to another day.

On the office side, every report is recorded in the order timeline of the management system: who updated it, when and what changed. That makes it easy to answer a customer who calls and to know what happened on any order, without digging through calls and messages.

What the worker sees is a simple screen. What lets them work without friction is a series of decisions made under the surface:

• Server-side permissions: the role is checked on the server on every request, not only in the interface. Field workers cannot reach office screens, and the reverse.
• Photos and signatures tied to the order: files uploaded from the device are stored linked to the order and the stop, so they can be retrieved whenever proof is needed.
• An interface built mobile-first: large touch targets and readable text, because most of the work is done one-handed and on the move.
• Connected to automatic orders: orders from e-commerce sites enter the system through webhooks and are scheduled from there into the field work schedule.
• Full audit trail: every action is recorded in the order timeline, giving one reliable picture of what happened.