SmartSuite mobile app: a field worker's walkthrough

Executive overview

Field teams need to log work, update statuses, and access job details without sitting at a desk. SmartSuite's mobile app mirrors the web version closely — navigation, records, comments, attachments, and even field creation are all available on-device.

The mobile app is best used for consuming and updating existing data; complex setup is faster on a larger screen.

Navigation and workspace layout

• Bottom navigation: Home, My Work, Starred, Notifications, More
• Top bar: All / Recent / Favorites tabs, workspace switcher, search, and new-solution button
• Favorites lets field workers pin the solutions they use daily for fast access
• Workspace switcher supports members of multiple organisations or subcontractors working across businesses
• Settings (under More): theme, member directory with real-time status, time zone, and contact info

Working through a day in the field

• Start in Notifications to catch any job changes before heading out
• My Work shows today's tasks and overdue items; group by due date to prioritise
• Open any record to see full details — unit, tenant, attachments, linked records
• Tap linked records to open them in a stacked modal; swipe down or use the back arrow to return
• Linked context (e.g. other open issues at the same property) is visible before you arrive, avoiding repeat trips

Updating records on-site

• Tap a status field to change it (e.g. To Do → In Process → Complete)
• Checklist items update progress automatically as each is checked off
• Use the comment field to log what was done — creates a permanent audit trail on the record
• Comments replace text messages, keeping all job communication centralised in one place

Adding fields and photos from mobile

• Tap the three-dot menu → Modify Fields to add a new field directly from the phone
• File and images fields let workers upload photos taken on-site via the camera
• New fields apply to every record in that app; setup only needs to happen once
• Photos sync to SmartSuite in near real-time, visible to anyone on web or mobile

Logging new records in the field

• Navigate to the relevant app (e.g. Requests), tap + to add a record
• Fill in name, status, type, unit, notes, and date reported on the spot
• Saved records appear in the web version almost immediately
• Pro tip: use a SmartSuite form for structured, fast data entry by field crews — faster than navigating the full app

Browsing and map views

• Inside a solution, switch between views (e.g. recent activity, requests by status) using the view selector
• Map view lets workers tap a property and get directions without leaving SmartSuite