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Case study

Jigx Mobile Field Services

An offline-first mobile app that lets field technicians run their day reliably - even when the signal drops.

Role Product Design Lead
Year 2025
Team 12+ people
Duration 2-3 months
Field Service

A day. Seven moments.
Zero signal required.

Field Service app - active job screen with checklist, parts and notes
Field Service app - My Day screen with the technician's schedule, route and progress
Field Service app - Statistics screen with weekly performance and billed time
At a glance

The thirty-second version.

Problem

Field technicians spend their day moving between sites where mobile signal is unreliable or absent. Existing tools assume connectivity, fail silently when it disappears, and bury technicians in screens that compete for attention while they're driving, climbing or fixing.

What I did

Designed an offline-first mobile app for field technicians, end-to-end. Argued for resolving each appointment as a single Travel → Work → Summary cycle instead of many small steps, cut a calendar feature that pulled focus from "today", and made sync invisible. Shipped in 2-3 months with a team of 12+.

Outcome

An offline-first product where sync stays invisible. Each appointment runs as a clear three-stage cycle - Travel, Work, Summary - so technicians always know where they are in the job, with all data writeable offline and arriving the moment signal returns.

Context

A reference solution for the Field Service vertical.

Field Service is one of the verticals Jigx serves: companies whose technicians install, maintain, or repair equipment at customer sites - utilities, HVAC, telecoms, industrial service providers. The work is high-stakes, physically demanding, and often occurs in basements, on rooftops, in rural areas, and in steel-clad buildings where mobile coverage is patchy at best.

Existing tools assume steady connection or leak sync state in ways that force technicians to troubleshoot the app instead of doing the job. When that happens, they abandon the tool and fall back to paper - and the data the business needs never arrives.

Trust in the tool is what determines whether jobs get logged at all. Lose it once and you've lost it for the day.

Approach

How I worked through it.

Discovery 01

Mapping the technician's day

Mapped the day end-to-end with PdM and solution design, then walked prototypes through with users. The compounding pain points: connectivity, context-switching, and granular steps that broke the rhythm of physical work.

Framing 02

Offline-first, no exceptions

One rule above all: every screen had to work fully offline with sync invisible to the user. Each appointment was modelled as a single Travel → Work → Summary cycle, so the technician always knows where they are in the job.

Exploration 03

Prototyping the edges

Prototyped each moment from minimal "just the next step" views to richer planning surfaces. Stress-tested edge cases: lost signal mid-job, partial uploads, late arrivals, route changes en route.

Validation 04

Tight feedback loops

Walked prototypes through with PdM, solution design, QA - and real users. Testing exposed where granularity confused technicians and where information density helped versus hurt. Iterated hardest on Appointment Detail and Working state.

Delivery 05

Shipping with engineering

Worked closely with engineering throughout the two-month build - handing off specs, reviewing implementation, adjusting where the platform and the design met awkwardly. Shipped as a Jigx reference solution.

Solution

A day in seven moments.

The technician opens the app to their list of appointments for the day. They pick one, drive to the customer (Travel), do the job (Work), then check materials and have the customer sign off (Summary) - and move on to the next. Around that core cycle sit the supporting surfaces: My Day, Appointments, Appointment Detail, and Statistics. Sync runs in the background. The user never has to think about it.

01

My Day

The morning landing page. A single glance gives the technician their schedule, route and progress for the day - no menus, no setup, no waiting for a network round-trip.

My Day - daily schedule overview My Day - route map for the day My Day - appointment progress My Day - daily summary state
02

Appointments

The full pipeline - today, upcoming and historical jobs - with filters and grouping designed for one-handed scanning in transit. All appointment data is offline-readable once synced to the device.

Appointments - today list Appointments - grouped by status Appointments - upcoming Appointments - filters Appointments - search Appointments - calendar view Appointments - historical Appointments - empty / sync state
03

Appointment Detail

Everything the technician needs to walk into a job: address, contact, equipment, history, attachments. Optimised for skim-then-act, with the primary action - start the job - always within thumb's reach.

Appointment Detail - overview Appointment Detail - equipment and history Appointment Detail - attachments Appointment Detail - start job action
04

Statistics

A personal performance view - appointments completed, billed time and material, trends across the week. Designed so technicians see their own wins, not a surveillance dashboard.

Statistics - weekly overview Statistics - billed time Statistics - billed material Statistics - trend chart
05

Travel

The drive between jobs, captured without effort. Travel time is logged automatically, route changes are absorbed without breaking the day, and the next appointment is always one tap away.

Travel - auto-detected travel state Travel - route to next job Travel - ETA and distance Travel - manual log entry Travel - arrival confirmation Travel - completed travel record
06

Working

The active job. Checklists, time, parts, photos and notes - all writeable on a glove-touch screen with no signal - and all stitched together by a state model that survives interruption, lock screens and battery cycles.

Working - checklist Working - parts and material Working - photo and attachments Working - pause and resume state
07

Summary

The end of a job. A concise review of what was done, what was used and what the customer needs to confirm - turning a finished visit into clean, billable data the moment a signal returns.

Summary - review of work done Summary - material and time used Summary - customer signature Summary - submitted state
Outcome

What we shipped.

100% of core technician flows usable offline - no blank states, no lost work, no surprise sync prompts.
3 stages each appointment runs as Travel → Work → Summary, a single cycle the technician completes before moving on.
2-3 mo from concept to delivery with a cross-functional team of 12+, shipped as a Jigx reference solution.
Reflection

The work was in what I removed.

The original plan broke each appointment into many granular steps. Tidy on paper, broken in testing - technicians lost orientation between micro-screens and kept asking where the rest of the information was. So we modelled the appointment as a single Travel → Work → Summary cycle and put everything the technician needs for that stage in one place. Same instinct later killed the calendar - PdM wanted a peek at tomorrow on the home screen, but it pulled focus from "today", the only thing that matters between sites. I argued for cutting it. We did.

In a tool people use under pressure, every additional step is a liability. The design moved from "what do we add?" to "what can they do without?". That's the question I'd lead with on the next field product, not bury in iteration.

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Case study

Jigx Forms

An AI-powered form builder that turns natural language into enterprise forms in minutes - no fields, no logic, no schema work required from the user.

Role Product Design Lead
Year 2025-2026
Team 20+ people
Duration ~6 months
Jigx Forms

Describe it. Plan it.
Build it in minutes.

Jigx Forms - AI-generated form open in the builder, ready for tuning
Jigx Forms - All forms list with the Owned by me filter active
Jigx Forms - submissions overview with chart and respondent list
At a glance

The thirty-second version.

Problem

Every Jigx customer needed custom forms - inspections, reporting, internal workflows - but the path to one was technical, slow, and produced inconsistent results. Non-technical users couldn't build what they needed without a developer in the loop.

What I did

Led end-to-end UX for an AI-driven builder. Argued for a visible Plan step instead of a black-box generator, collapsed two competing form sections into one All forms list with filters, and resisted duplicating analytics into mobile - wired Submissions to deep-link into the web Insights view instead.

Outcome

Simple forms shareable in under 3 minutes, richer ones in ~5 minutes as users tune the look. Navigation collapsed from a confused hierarchy into a single All forms list with Owned / Shared filters.

Context

Form building was slow, technical, and inconsistent.

Across the Jigx platform we kept hitting the same pattern: customers needed bespoke forms for reporting, inspections and internal workflows, but the path to one demanded technical fluency. Non-technical users couldn't move without a developer. Developers spent hours on what should have been a five-minute job.

The opening question wasn't "how do we make a faster builder?" - it was "how do we move users out of the mental model of building a form and into describing what they need to collect?"

The goal wasn't a simpler builder. It was a different way of working - where AI carries the complexity and the user keeps confidence and control.

Approach

How I worked through it.

Discovery 01

Where the friction lived

Mapped the form lifecycle end-to-end with PdM and customers. Pinpointed the moments where users stalled: choosing fields, naming things, modelling data, and figuring out what to do with submissions afterwards.

Framing 02

Plan before Build

Decided early against a black-box generator. The product needed a visible Plan step where the user reviews structure and answers clarifying questions - so AI feels fast and trustworthy, not magical and risky.

Exploration 03

Prompt, Plan, Build

Prototyped the three-stage flow at different fidelities, including failure modes (bad prompt, partial Plan, mid-Build edits). Tested how much AI explanation users actually wanted vs. how much got in the way.

Validation 04

One list beats two

Tested navigation models with real users. The early split between "my forms" and "shared with me" felt obvious on paper but cost more than it bought - people asked "which list am I in?" instead of "which form do I need?". Collapsed both into one All forms list with filters and the question went away.

Delivery 05

App and web, hand in hand

Worked closely with engineering across mobile and web. Wired Submissions in the app to deep links into the web Insights view, so power-users naturally flow to where the heavier analytics live.

Solution

From All forms to Submissions, in one continuous flow.

One home, one flow. All forms - owned and shared - live in a single list with filter chips. From there: AI Builder, Preview, then Share, Settings and Submissions on one Form Detail surface. No separate sections to switch between, no settings tree to hunt through.

01

All forms

A single home for everything the user can see. Two filter chips - Owned by me and Shared with me - replace what used to be a confusing split between separate sections, so people stop wondering where their form is and start working with it.

Jigx Forms - splash screen on app launch Jigx Forms - All forms list with both Owned and Shared visible Jigx Forms - All forms list filtered to forms shared with the current user Jigx Forms - All forms list filtered to forms owned by the current user
02

AI Builder

The user describes what they need in plain language. They can also upload an existing document or take a photo of one as reference. In a few seconds, AI generates the form end-to-end - UI, logic, validation, data model - and drops the user into a builder where natural language stays available and tuning happens in place.

Jigx Forms - AI Builder entry, ready to describe a new form Jigx Forms - AI generating the form structure Jigx Forms - generated form ready for review Jigx Forms - field-level tuning inside the AI Builder Jigx Forms - finished form with all fields configured
03

Preview

Before sharing, the user walks through the form exactly as recipients will - empty, in-progress, filled. This is where confidence in the AI output gets built. Misunderstandings get caught here, not after the form ships.

Jigx Forms - form preview with first fields being filled Jigx Forms - form preview mid-fill, more fields completed Jigx Forms - form preview in the recipient's empty state Jigx Forms - form preview with all input completed
04

Share, Settings & Submissions

Submissions deep-link into the web Insights view for heavier analysis. Mobile is the trigger. Web is where power-users analyse. Everything else - sharing the form, configuring behaviour, reviewing first responses - lives on one Form Detail surface, no settings tree to hunt through.

Jigx Forms - submissions overview with chart, respondent list and link to web Insights Jigx Forms - Share panel listing people who have access to the form Jigx Forms - Add people flow within the Share panel Jigx Forms - Form Settings with permissions, access and behaviour controls
Outcome

What we shipped.

< 3 min to create and share a simple form, end-to-end, without writing a single field by hand.
~ 7 min for richer forms - users spend the time deliberating on look and feel, not wiring logic or defining fields.
4.9 / 5 average beta tester rating across the first release, validating the AI-first approach end-to-end.
0 fields defined by hand - AI generates the structure, logic and validation from a sentence, a document or a photo.
Reflection

Trust comes from showing your work.

The hardest call on this product wasn't a feature - it was the AI's role. The fastest version was a black box: prompt in, finished form out. We rejected it and kept the Plan step non-negotiable. AI proposes, asks the questions that sharpen the proposal, and only builds the real form on confirmation. The Builder and the Preview serve the same instinct - make the AI's work visible at every step where the user can still change their mind.

With an AI product, the design problem isn't "how do we make the model feel magical." It's where to let the user see and stop the magic. Get that right and people trust the output enough to ship it. Get it wrong and they don't ship at all.

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