The Field Manager role allows staff to view and manage work for All fieldworkers from the mobile App.
This works great if you are an office manager and need access to All of your jobs on the go, or if you are a Fieldworker thats a manager and need to view/ add/ edit and schedule in jobs for your team right from the fieldworker App.
Bonus: you can watch our full Mobile App Overview video right here.
What you can do with the new role
View all jobs, both assigned and unassigned
Filter by a particular Fieldworker
Assign work to fieldworkers
Edit jobs, unassign and reassign
How to assign the Field Manager role to a user.
First of all, you need to go to the Settings -> Staff members section.
2. Access the View button next to the user you want to add the role for.
3. Select the Field Manager role from the Fieldworker Role drop-down menu.
4. Make sure to access the Update button in order to save the changes.
How to manage jobs and quotes through the Field Manager role
As soon as you have assigned the Field Manager role to a specific user, the mobile app will detect the changes after logging in with your username and password. If the user is already logged in with a previous role they will have to log out and log back in order for the changed to take effect.
Viewing jobs and quotes
The Field Manager role will allow you to see all jobs and quotes, regardless if they are assigned to different users, multiple users, etc.
Adding/removing fieldworkers
The Field Manager role allows users to manage fieldworker assignments directly from the Workever mobile app, making it easy to keep jobs and quotes up to date while on the go, without needing to contact the office or access the web application.
Open the job or quote
Tap the relevant job or quote from the mobile app job list.Open Assigned field staff
Tap Assigned field staff to view the fieldworkers currently assigned to the job or quote.Add or remove fieldworkers
Tap a fieldworker to assign them to the job or quote. To remove an assigned fieldworker, simply tap their name again.Save the changes
Tap Assign at the bottom of the screen to save the updated fieldworker assignments.
