Access for fieldworkers to the Workforce FM mobile app is split into two categories; Limited and Full.

Permission levels can be assigned using the main web-based application using the settings function (Settings/Staff Members - see 'Setting up staff members as users' help files for further information).

Permission Levels

Limited
Field workers with Limited access are able to access the mobile app in either Android or iOS. They will be automatically assigned with 'Job Manager' rights which allows them to:

  • Manage jobs allocated to them.
  • Update job statuses of jobs allocated to them.
  • Attach images and notes to jobs allocated to them.
  • Track work time whilst on site.

Full
Field workers with Full access are able to access the mobile app in  iOS only. They will be automatically assigned with the same 'Job Manager' rights which allows them to:

  • Manage jobs allocated to them.
  • Update job statuses of jobs allocated to them.
  • Attach images and notes to jobs allocated to them.
  • Track work time whilst on site.

They will also have permission to:

  • Add Jobs, Quotes, Customers, etc
  • Edit Invoices, Quotes, Customers, etc
  • Access Customer section
  • Access Quote section
  • Access Cost & Invoicing information

Overview: Limited Access

When you first open the Workforce FM app, you will need to log in with the user name and password you have been assigned.

Once you 'Sign in' you will be asked to provide a four digit pin code. This prevents anyone from accessing the app on your phone whilst negating the need to complete your full sign in details each time you open it (unless you log out).

Once you have save your pin, you will be presented with the main jobs dashboard screen showing all allocated jobs (regardless of status) and any other appointments that affect your schedule.

They are displayed in date order with the most recent at the top.

From this screen you can select any of your allocated jobs to view further information.

Whilst you cannot amend details of the time, description or job address, you are able to change the job status and priority as well as update the custom fields and add notes.

For further information about how to use the limited version of the mobile app, see the following help files:

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