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 and Android. 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: Full Access

Logging in


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).

View Job Schedule

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.

Completing a Job

Fieldworkers can obtain a customer signature using the Workforce FM app and mark a job status as completed.

They can also record details of any payments taken on site using the invoice function.

Using Workforce FM for Sat Nav Route Guidance

The Workforce FM app uses the site address for scheduled job along with current location details to provide a Sat Nav facility making travelling to site straight forward.

Adding New Quotes and Jobs

With the full version of the Workforce FM app, field workers can add new jobs and new quotes whilst on the move.

Viewing Customer Contacts Database

Fieldworkers with full access can access the customer database to view contact information and details of any open jobs and quotes as well as a history of completed works.

For further information about how to use the full version of the mobile app, see the help file 'Navigating the Workforce FM mobile app (full version)'.

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