Using the Job Workflow in the Worker App

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:

1. Access the job from the My Work section
2. Select the job
3. View and edit job details
4. Capture signatures, photos, and notes
5. Update job status and complete required fields

Accessing and Editing a Job:

1. Open the worker app
2. Tap My Work
3. Select the job from the list
4. 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:

1. Tap the Customer Info tab
2. Tap the customer's name
3. 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