Field Worker's Mobile App

The dashboard is the field worker’s home screen, providing team and expenses information for today.

To change the date, click the upper-left corner where you see the “date” button, then choose the needed date from the calendar.

The team lead can add expenses for the team members.
To add one, navigate to the "Expenses" section, tap the crew member to open the form, enter expenses, and add a note if needed.

The team lead can add or edit the work time of the team members. 
To add the work time, navigate to the “Work Time” section, tap “Add Time” next to the team member, fill out the clock-in and clock-out time, and tap "Save".

In the “Agenda” section, the field worker can find all jobs scheduled for the day. 
It consists of 3 sections: 

• Scheduled - jobs to do for the selected date
• Incomplete - jobs that are done for today, but not finished
• Done - fully completed jobs

To change the date, click the upper-left corner where you see the “date” button, then choose the needed date from the calendar.

You can format text to be bold, italic, or underlined by surrounding the text in symbols:

• * - for bold text (*bold* → bold)
• ~ - for italic (~italic~ → italic)
• _ - for underlined (_underlined_ → underlined)

Or by using dedicated buttons(1).

You can send a photo or other file by tapping on the file button(2).

And you can also send audio messages by tapping and holding the audio button(3).

• For MP3, MP4, and PDF files, a preview is available. 
  For the rest, instead of a preview, there is a download button.
• When sending a lead/estimate/workorder/invoice from the web, the respective lead/estimate/WO/invoice number shows in the link name. 
  The link itself opens inside the app.

In this section, you can see the incident form, repair request form, and all forms with a general trigger available for the fieldworker.

• Incident form submissions can be found in the Business Intelligence → Workorders → Near Miss / Incidents
• Repar request submissions can be found in the Equipment → Repair requests 
• General form submissions can be found in the Form Submissions Calendar.

1. Estimator / Fieldworker switch - only available on support licence
2. Forms - a list of available forms, identical to a previous tab
3. Contact support - an expandable list of contact information to reach our tech support team
4. Settings - a link to the Settings module
5. Log out button - to end your session
6. Dark / Light mode toggle