JobWatch App - Jobs

  • Updated

To begin work on a job, click on the Jobs button on the Dashboard view.

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You can now opt to choose from the right-hand menu either Display open jobs or Today's Jobs, as below:

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Click on the job you wish to start:

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The job details will now display. You will also see that you have a number of blue icons showing. For explanatory purposes, the red numbers next to them have been added with an explanation below:

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  1. This is the job history for this contact.  If you click on the icon, you can scroll down through all of the jobs carried out for this customer by your company with the job dates and details, any notes and the name of the resources who carried them out.5.png
  2. This icon provides you with information about the customer you are visiting.  Additional information can be added but it will include as basic the name, address and Primary Person (ie the main contact) information for the customer.6.png
  3. This allows you to click to call the Primary Person, with options for either Skype or Phone.7.png
  4. This icon allows you to message the Primary Person at the contact, with the number being automatically pulled through from the customer Contact card.  Here you can add any comments or attachments you wish.8.png
  5. Offers email options for contacting the customer9.png
  6. This allows you to edit the contact information for the Primary Person10.png
  7. You can edit the Contact's details or add additional information
  8. This allows you to view any job attachments, giving the option of which app you want to use to view it11.png

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Starting a Job

To begin work on a job, click on the Jobs button on the Dashboard view.

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You can now opt to choose from the right-hand menu either Display open jobs or Today's Jobs and click on the job to select it. Now press on Accept Job on the right-hand menu.

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You will see that the purple icon for Accept Job is now showing in the left-hand corner of the Job details.  Press Start driving in the right-hand menu.

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The green Start driving icon will now be displayed at the top left of your Job details. You will be asked whether you wish to use Sat Nav or not. If you select Yes then it will open automatically.

Once you arrive at your destination, press Start Job in the right-hand menu.

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Completing a Job

Once you have finished the Job, click on the Job result button on the right-hand side

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Here you can add any notes relevant to the Job and then pass the device to the customer. They can then add any notes or comments that they may have and can add their signature. Finally, select Finish Job from the right-hand menu.

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JOB RESULT - this are allows you to select a specific result of the job. Depending on which you select, the job will be either Completed or Completed with issues. These positive and negative results are set up by the office, on the website. Result options can vary deepening on each job type.

FLAGS - if set up, you can select a flag to be attached to the job. This will then show against that job, for the office users and can be used as a way for passing information or categorisation.

NOTES - you can provide any closing notes or statements in this field. This will show against the job for the office users and on the standard job card for the customer.

CUSTOMER NAME - if not filed automatically, this filed should have the customer's name.

NOTES - you can provide any closing notes or statements in this field, from the customer. This will show against the job for the office users.

SIGNATURE - to close a job, a customer signature is required.

If you have forgotten to complete a Worksheet associated with the job, you will receive a reminder

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If that is the case, click Ok and the Worksheet will open. Complete it and then click Back to Job

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Click Job result and then Finish job to complete. The job will now appear in the list of Today's jobs with a green thumbs up icon to show that it has been completed satisfactorily.

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Creating a Job

If you have the correct permissions, Jobs can be created on your device, through the JobWatch app, for pre-configured Job Types. As well as custom fields, this facility includes fields, such as order number and job group reference.

This video demonstrates how jobs can be created from the tablet, and how it's set up from the back office.

 

Adding Videos to a Job

There are times when adding a still image to a job does not meet the required needs.  In those instances, it is possible to add a video in one of 2 ways:

  1. Use the device camera to take a small video (less than 10MB) and add it as an attachment
  2. Or for larger files, upload the video to a cloud service, such as Dropbox and add a link as the answer to a Worksheet question

1.  Adding a video as an Attachment

For files of less than 10MB, videos can be added in the Attachments field of a job.

  • Click on the Attachments field

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  • This will open a Downloads menu.  Click on the burger menu at the top left

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  • and select Videos

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  • Now select the video you wish to upload and click on it

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  • And it will now appear in the Attachments field of your job.

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2.  Adding a Video as a link

For video files larger than 10MB, you will need to add the video to a Cloud Service, and then embed the link as part of a worksheet question response.

  • Open your chosen Cloud Service eg Sharepoint, Dropbox, etc and upload your video to the Cloud Service.  The examples shown below are on Dropbox.
  • Select the file and generate a link to your video (on Dropbox it is done by clicking the 3 vertical dots to the right of the file name)

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  • Copy the link

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  • Open the JobWatch App and the relevant job.
  • Open the Worksheet and go to the Worksheet Question (this must require a text response) and paste the link along with any Notes

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  • Use the purple edit icon to add any additional notes or information and use the blue tick to save it.
  • Complete the Job as usual.

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Self-Allocate Unscheduled Jobs 

Where permissions are in place, you can search for unallocated jobs and schedule them for yourself, taking into account resource restrictions, such as location and skills.

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