Platform Basics
Switching to the tech (field agent) view
How the mobile field-agent workspace relates to the dashboard, and who lands where. Start by team members with the technician or viewer role are redirected to the Field Agent view automatically at sign-in.
What it does
Omni Field has two faces: the full dashboard (for owners, admins and managers) and the mobile-first Field Agent view at /field-agent (for technicians on the job). Technicians and viewer roles are automatically taken to the Field Agent view when they sign in - it gives them their day's jobs, clock-in, timers, photos and job completion in a thumb-friendly layout.
When to use it
Use the Field Agent view whenever you are on site: it is faster on a phone, works offline, and shows exactly what the technician needs and nothing else.
Steps
- Team members with the technician or viewer role are redirected to the Field Agent view automatically at sign-in
- As an owner or admin, click your avatar (top-right) → Switch to Tech to experience exactly what your techs see
- On a phone, install it as an app: open the site in your mobile browser and choose Add to Home Screen
- Everything a tech does there (status changes, timers, photos) appears live in your dashboard
About 5 minutes.
What it solves
Eliminates the confusion of technicians landing in an admin dashboard full of screens they never use, and admins wondering what their team actually sees.
Why it matters
Teams that understand both views onboard new technicians in minutes: invite them as a technician and the platform routes them to the right workspace automatically.
Last updated 2026-09-05.