Pickup Jobs
New pickup job
Job
Need help? Escalate to James
Can't resolve an error in the field? Send the job to James — he'll do the extraction and packaging and send copies to you and Louis. Photos stay on this device; the email is only the signal.
Photo backup
Phase 2 path: signed in with your Tezla Microsoft account, this will upload the job's photos straight to its SharePoint folder (per-job folder, no email size limits). Entra app registration isn't provisioned yet, so this stays off until then. Photos remain on this device meanwhile.
Tag capture & review
Saving is the review step: check the photo against every field before you tap save. If OCR is unavailable offline, enter fields manually — the photo is kept and can be re-read later.
Reconciliation
Expected inventory
Type asset tags
Import CSV / Excel
Columns recognised: Asset Tag / Tag, Serial / Serial #.
Tasks
New task
About & integrations
Smartsheet sync
Phase 2 is planned but disabled until a Smartsheet account is provisioned. The integration plan below is the build spec.
Smartsheet integration plan (Phase 2)
Direction 1 — expected inventory: sheet → app
Read an "Expected Inventory" sheet (columns below) into the job's expected list before the pickup. Match on upsert key asset-tag + serial: rows already present are updated, new rows inserted, rows removed from the sheet are flagged — never silently deleted.
Direction 2 — collected inventory: app → sheet
After the job, write collected items to a "Collected Inventory" sheet with the same columns as the Excel export, plus a "Collected At" timestamp and the tech name. Upsert keyed on asset-tag + serial so re-exports update rows instead of duplicating them.
Column mapping (both directions)
| App field | Sheet column |
|---|---|
| Client | Client |
| Job date | Date |
| Tech | Tech |
| Asset tag # | Asset Tag |
| Serial # | Serial |
| Make/Model | Make/Model |
| Type | Type |
| Condition | Condition |
| Disposition | Disposition |
| Notes | Notes |
Auth: Smartsheet API token stored per user; sheet IDs configured per direction. Rate limits respected with batched row writes (500 rows per call).
Data & privacy
Everything is stored on this device (IndexedDB) and works offline. Export creates the Excel file locally. Nothing is uploaded anywhere.
Escalating a job opens a pre-addressed email to James — only the job summary and the notes you type are sent. Photos stay on this device until the SharePoint photo upload (Phase 2) is enabled.