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).

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:

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:

They will also have permission to:

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.

When you first open the App, you will need to log in with the email 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).

Once you have saved 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.

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

They can also record payments received on site directly from the mobile app using the invoice payment function. This supports multiple payment methods, including cash, cheque, external card, bank transfer, and card payments.

The Workever mobile app uses the job site's address and your current location to provide directions to the site, making it easy to navigate to your scheduled jobs while on the go.

From the Job details screen, select Site details and tap Get directions to open navigation to the job site.

The Workever mobile app allows fieldworkers to create and manage new records directly from their mobile device, making it easier to capture information while on site or away from the office.

From the main work list, tap the + button to open the Select item to add menu. You can create:

This allows fieldworkers to capture new work and update important information without needing to access the web application.

Fieldworkers with the appropriate access can view customer contact information directly from the Workever mobile app. The contact record provides access to customer details, files, notes, quotes, jobs, invoices, and other related information.

From the Contacts section, select a customer to view their contact details and access related records, including:

This gives field workers quick access to the customer information and work history they need while on site.