Available on both Android and iOS, the limited version of the Workforce FM mobile app allows fieldworkers to access information on the jobs allocated to them.
For information on how to log in and access job information, see our further help files on 'Using the Job Manager in the Workforce FM mobile app' and 'Overview: Mobile App (Limited Version)'.
Navigating the Workforce FM Mobile App (Limited Version)
Once you have logged in to the app using your smart phone or tablet you will be presented with the main view of your allocated jobs arranged in date order.
The default view is of the current days jobs but you can scroll up for past or overdue jobs and scroll down to see future jobs. To return to the current days jobs, select the 'Today' function at the top left of the screen.
The default view shows jobs with any status. To change this view, select the 'Show Status: All' button and select/deselect those statuses you wish to view.
Refreshing the jobs page
You can refresh the network connection for the Workforce FM app which will synchronise the information in the app with the main database to keep your job data fully up to date.
Searching for a job
You can use the search function to search your allocated jobs for a keyword. This can be from the job description, customer name or other details. Select the magnifying glass icon in the top right of the app and type the word you are looking for. This can be a useful way for field workers to find several jobs relating to the same property, customer or task.
Viewing jobs on map
The Workforce FM app allows fieldworkers to view their days jobs on a map. This can be useful for scheduling travel.
Select the icon at the bottom left of the screen and select 'View Jobs on Map'
Viewing Job Information
To view the job information from the main dashboard simply select the job you would like to view. The screen will refresh to display further information. Fieldworkers with the limited version of the app cannot amend a job but can update the job status, priority and add files, notes and a customer signature.
Accessing the Job Timer function
Fieldworkers may also use the Job Timer function to log time on site. The timer is located at the bottom of the job information page on each individual job.
Selecting the timer button will start the timer (icon turns red when running).
Selecting it again will pause the timer icon turns green when paused).
Logging out and closing the app
You can close out of the Workforce FM app by navigating away from the screen on your smart phone or tablet and the app will activate the pass code security feature keeping data secure. Any timers you have set running will continue to run in the background.
Logging out can be done by selecting the logo at the bottom left of the screen and selecting log out. Please note that logging out this way will force a full user name and password log in when you next open the app.