Best Suited for:
- Field techs managing job details and documentation
- Back office users supporting mobile job execution
Important Information:
- The worker app allows field techs to view, update, and complete jobs
- Key job details, customer info, and documentation are accessible in one place
- Pre-work and post-work signatures can be captured directly from the worker app
Strategic Workflow:
- Streamlines job execution and documentation in the field by utilizing default values for primary contact and service location selection
- Ensures accurate data capture and customer communication by utilizing our status driven system to advance positions in workflow and triggering automatic internal and external notifications
- Supports real-time updates and visibility for office staff by creating parity between the worker app and the browser
Process Description:
- Access the job from the My Work section
- Select the job
- View and edit job details
- Capture signatures, photos, and notes
- Update job status and complete required fields
Accessing and Editing a Job:
- Open the worker app
- Tap My Work
- Select the job from the list
- Tap the pencil icon to edit job details:
- Service Location
- Date
- Start Time / End Time
- Job Duration
- Referral Source
- Job Description
Viewing Job Details:
Tap Details to view:
- Status (choose Change Status to select a different job status)
- Date
- Arrival Time Window (Start – End)
- Duration
- Job Contact
- Get Driving Directions
- Gate Info
- Job Description
- Assigned to
Managing Job Components:
- Tasks – View and complete assigned tasks
- Notes – View Tech Notes, add Job Notes (internal notes), and view Activity Log
- Docs – View or upload job-related documents
- Equipment – View, update or add equipment details
- Invoice – Access job invoice details and create an invoice
- Products
- Services
- Expenses
- Taxes, Fees, and Discounts
- Custom Fields – Fill in any additional job-specific fields
- Additional Site Visits – Log return visits if needed
- Completion Notes – Add final notes before closing the job, marked for follow-up
Viewing Customer Information:
- Tap the Customer Info tab
- Tap the customer's name
- View the full customer account, including:
- Customer Contacts
- Service Locations
- Billing Info
- Public/Work Order Notes
- Custom Fields
- Payment Terms
- Labor charge type
- Service History (Job/Estimate)
- Docs
- Photos
Adding Photos and Capturing Signatures:
- Tap Photos to upload job-related images
- Tap Sign to capture:
- Pre-Work signature
- Post-Work signature