Mandatory Workflow Change
This change will automatically apply to all customers with this release. Review the new workflow and update your team training materials before the release date.
This improvement to the Field Mobile App redesigns the tablet interface with a purpose-built layout, giving technicians faster access to job information and actions while working in the field.
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What's changing?
Previously, the Field Mobile App displayed the same layout on tablets as on phones and content stretched awkwardly across a larger screen with excessive whitespace, no use of the extra horizontal space, and sections like Notes and Forms opening as full-screen takeovers that hid all job context. Bottom sheets, such as the Pricebook appeared as small floating panels at the bottom of the screen, and you had to navigate into a job before accessing quick actions like Directions or Contact. With this improvement, tablets now use a layout built for the larger screen: a side navigation panel on the Job Details page, split-view layouts for Notes, Forms, Jobs, and Opportunities on iOS, an inline map with an automatic route preview in the Location section, enlarged bottom sheets, global padding and spacing cleanup for proper screen fill, and quick action buttons surfaced directly on job cards and the job header.
Resources
Before and After
Before (Current)
A technician opens a job on a tablet.
The Job Details page shows a single-column phone layout with large unused margins on both sides of the screen.
To reach sections like Notes, Forms, or Job History, the technician scrolls through the full page.
When the technician opens Forms or Notes, the screen takes over completely and all job context disappears until they navigate back.
The technician opens the Pricebook to add items to an estimate, and it appears as a small panel at the bottom of the large screen.
Impact: Technicians spend more time scrolling and navigating than completing job tasks, and the experience feels like using a phone app on a bigger screen.
After
A technician opens a job on a tablet.
The Job Details page loads with a side navigation panel on the left, with section icon-and-label pairs.
The Location section automatically shows an embedded map with a route preview, including estimated drive time and mileage, when location services are enabled on the device.
When the technician opens Notes, Forms, or Job Location Info on iOS, a split view shows the section list on the left panel and the selected item's content on the right, keeping job context visible throughout.
The Pricebook opens at full-page height, and quick actions (Directions, Contact, Ask Atlas) appear directly in the top-right area of the job header card without requiring extra navigation.
Impact: Technicians complete job tasks faster using the full screen on their tablets, with fewer taps, less scrolling, and no loss of job context when switching between sections.
Who uses this feature
All business types
Technicians
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A heating, ventilation, and air conditioning (HVAC) technician opens a job on an iPad and uses the collapsible sidebar to navigate between sections without scrolling through a full-page phone layout.
The Location section automatically pre-loads a route from the technician's current location to the job site, displaying drive time and mileage before the technician even taps the map.
When the technician fills out a service form on iOS, a split view keeps the forms list visible on the left while the form content opens on the right, so job context is never hidden.
Commercial Service and Replacement
A plumbing technician on a multi-floor commercial job opens the Pricebook to add materials to an invoice, and it opens at full-page height instead of floating as a small panel at the bottom of the screen.
The technician navigates between Notes and Job History sections using the sidebar without leaving the Job Details page, reducing navigation time on a busy service call.
Quick action buttons for Directions, Contact, and Two-Way Chat are visible directly on the job card on the homepage, so the technician can reach a site contact or get directions without opening the full job.
Residential Construction
A project technician opens the Previous Opportunities section in a split view on iOS to review past estimates, while the current job details remain visible in the right panel at all times.
The technician uses the sidebar to jump between the Job Summary, Tasks, and Assigned Technician sections without scrolling through a stretched layout on a large screen.
When filling out equipment forms, input fields and form sections display with properly scaled padding and spacing, making them easier to read and interact with on a tablet.
Commercial Construction
A technician opens the Projects section in a split view on iOS, browsing a list of related project records on the left while reading full project details on the right—no full-screen takeovers required.
The Job Details page displays Tasks and Tags side by side in a two-column layout, making it easier to confirm job scope at a glance on a large screen.
Touch targets for sidebar icons, quick action buttons, and form fields are sized to meet tablet standards, reducing mis-taps during active fieldwork.
How to Prepare?
Confirm that technicians who use tablets have the latest version of the Field Mobile App installed. This improvement is available in version 18.0 for both iOS and Android.
Identify which technicians on your team use tablets in the field so you can let them know about the updated layout when the app updates.
Train tablet-using technicians on the new sidebar navigation and, for iOS users, the split-view sections, so they can get the most from the updated experience.