Distribution

Firm iPad vs worker phone and work-order files

Roles & platforms

RoleTypical deviceShell UIPrimary areas
Service managerMac (Catalyst) or iPadUpper tab bar (iOS 18+) / grouped sidebarSchedule board, Assign, More → Transfer for field returns
Employee / contractoriPhoneBottom tabs: Jobs · Schedule · Survey · Tools · MoreJobs queue, More → Diagnostics, More → Transfer
Surveyor (same app)AnyAdaptiveSurveys + optional survey-type work orders

One universal app (iPhone + iPad + Mac Catalyst). iPad/Mac use the upper tab bar. Field techs get a compact tab bar on iPhone. Transfer and Loan live under More, not as their own tabs.

PlatformBuild
iPhone / iPadNative iOS
Mac desktopMac Catalyst (SUPPORTS_MACCATALYST = YES, device family includes 6)

Default Mac window size: ~1280×840. Work-order share/import uses the system share sheet and Files on all platforms.

Work-order file exchange (no cloud required)

Portable packages move assignment data to contractors and field returns back to the office — without a shared cloud account.

Data handoff to contractors

Manager (iPad / Mac)

Assign + export Create work order · share .msworkorder
Import field return Merge log, photos, status into firm queue
Messages / AirDrop .msworkorder both ways

Worker / contractor (iPhone)

Import → Jobs queue Open attachment or Transfer → Import
Work day Photos, progress log, parts & labor lines
Share field return Package selected jobs back to office

Outbound data: assignment, vessel, marina/slip, appointment, type-specific fields (claim #, referral, etc.). Return data: diagnostics, progress timeline, photos, cost lines, completion status. See workflow training for the full work-order lifecycle chart.

Life of a work order (summary)

CreatedManager assigns who / what / where
Handoff fileContractor receives .msworkorder
PendingField work, anti-ghosting log
CompleteDocs gates satisfied · field return
ArchivedOffice closes out · optional PDF

Origin (who issued the ticket)

The work order always carries the issuer. That value is set once and is not rewritten when a worker shares the file to someone else.

App Store vs firm license (recommended)

ChannelUse
Public App StoreIndependent techs and small firms
Unlisted / org invoice (optional later)Yard-branded deployments

Bundle identity

Privacy

Exports contain customer boat names, locations, and job notes. Share only with intended recipients. See privacy-policy.md.