Access for fieldworkers to the mobile app is split into three default categories; Limited, Full and field manager.
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).
Bonus: you can watch our full Mobile App Overview video right here.
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
Manager
Mangers have access to see their own work plus everyone else's work. they can schedule and update jobs for other people as well as see everything that a full user would see.
Overview: Limited Access
Logging in
When you first open the Workever mobile app, sign in using the email address and password provided to you.
After signing in, you will be asked to create a four-digit PIN. The PIN allows you to access the app more quickly without entering your full login details each time you open it, unless you log out.
Once your PIN has been saved, you will be taken to the Work screen, where you can view your allocated jobs and other scheduled activities.
Your work is displayed in date order, with the most recent work shown first. The list includes jobs with different statuses as well as appointments that may affect your schedule.
From the Work screen, select any allocated job to view its details.
The Job details screen provides the information relevant to the job, including the customer, assigned field staff, description, forms and other job information. You can also access the Job Timer from this screen.
With Limited Access, fieldworkers can update certain job information, including the job status, priority and custom fields, and can add notes. However, they cannot edit the job's scheduled time, description or site address.
For further information about how to use the limited version of the mobile app, see the following help files: