📱Fieldworker Mobile App
A quick overview of the phone app that is available on both Android and iOS phones.
interfaceThe Fieldworker mobile app is a single app that manages all your work, organizes all your information, and lets you securely communicate with your customers, all in one place. The app can be downloaded from the Apple or Google Play stores.
You will need to have a Fieldworker account before you can use the mobile app.
You may either register a new account or have yourself invited by your company's administrator to its Fieldworker account. We highly recommend that you complete this process using our web app at https://app.fieldworker.ai
Signing In
You will need to have a valid Fieldworker account to connect with your organization's account and use the Fieldworker app. You should have either registered your company with Fieldworker or must have been invited by your company's administrator to use the Fieldworker app.
Main Screen
Here is the landing or main screen for the app. This screen serves as your dashboard as well as the starting point for all other functionality. The upper half of the screen shows a map view of the customers and tasks. The lower half of the screen lists out tasks scheduled for today.
Clicking the top left icon shows an accordion menu showing the name and associated employee ID, with options to check the employee profile, access the help screen, and log out from the app.
The top left icon leads you to the sliding menu to access the profile screen. The (+) icon on the top right provides quick access to some of the key functionality of the app. You can create a timesheet entry, a note, or a task from here.
The map view can be toggled off to use the entire screen for listing today's task.
The users may also access all their tasks from the landing page directly.
Clicking on a task will open a detailed task page. The icons on the top right corners will let the users access the map view of the address associated with the task, upload (or attach) a document or photo to the task, or allow adding a new note to the task.
Each task entry on the main screen displays the address of the delivery of the service, a brief description of the task, the type of the task, and the time of service and duration. The tasks listed on the main screen will allow you to check in to that task, or check-out from it.
The bottom menu bar allows access to other main functionality exposed by other screens. In addition to the main screen, the menu bar allows direct access to four other (Tasks, Customers, Contacts, and Notes) functionalities. The other screens of the app can be accessed from the bottom right icon, saying 'More'.
Tasks screen
The tasks icon brings all the tasks for the customers that have been assigned to you. The tasks can be filtered and sorted to organize them in the desired ways.
A new task can be created by clicking the new task icon on the top right. Each task has a title, a description, and a type associated with it. The task is always associated with a project.
The date and location tab allows you to define the time and date that a task is expected to be performed, and one or more locations that will be involved in delivering this service defined in the job.
The Final details tab captures other key attributes around who is expected to perform this task, whether is it billable, its relative priority, and if a signature is required to be captured after completing the task, as a proof of delivery of the service.
Customers screen
The Customers icon brings all the customers that have been assigned to you. The customers can be filtered and sorted to organize them in the desired ways.
Clicking on any specific customer will open up the details about a specific customer.
The Details tab will have most of the relevant contact information about your customer. The Notes tab displays the most recent ten notes that may have been added to this customer's file. Any specific note may be edited or deleted.
Contacts screen
The Contacts icon brings all the contacts for the customers that have been assigned to you. Contacts-related detail is on three separate tabs. The contacts detail tab opens up by default when you click the contacts icon. The contacts can be filtered and sorted to organize them in the desired ways. You may also search for a specific contact.
Any contact can be directly dialed to make a call by clicking on the phone icon to the right. Clicking on a contact name will open up the details for the contact.
Other detail is included on the second tab of the contact page.
The Calls log tab on the Contacts screen shows all calls initiated from the app or recorded using a task, or as a timesheet entry.
Clicking on a specific call shows the details of that call.
The Contacts screen also has a dialer tab, allowing any number to be dialed and call to be logged into the system.
New Contact screen
Clicking the new contact icon on the top right will let you create a new contact. Creating a new contact requires the first and last names of the contact. An address is a must, but an email address is optional, but highly recommended. You may have multiple phone numbers, but a primary contact number is a must.
Other details are captured on the next other details tab.
A contact associated with a facility may have a designation that can be captured here. You may also choose to have the contact associated with a specific customer or have the customer available/eligible to be associated with any or multiple customers. The Fieldworker app also lets you define the status and type of this contact. You may also capture when this contact was added to the system, and when was he last contacted.
Notes screen
The Notes icon brings all the notes that have been added to your customers. The notes can be filtered and sorted to organize them in the desired ways. Any specific note can be edited, or deleted.
Each note entry includes the customer name, project if available, and the task if the note is attached to one of the tasks.
New Note screen
A new note can be created by clicking the new note icon on the top right of the screen. A note has to be associated with a customer. The project and/or task may be selected optionally. The Fieldworker app allows notes to be typed in, or spoken into the language of your choice.
Timesheets screen
The Timesheets icon brings the time entry page if your subscription allows maintaining time entries.
New Timesheet entry
You can use the new timesheet entry icon on the top right to create a new entry for the time spent on any activity. Every timesheet entry will have to be associated with a project.
If you capture time being spent on a non-customer task, check with your administrator for the appropriate management project to book your time against.
Depending upon the configuration and settings for your company, you may be either entering the duration or the start and end times of the entry.
Projects screen
The Project icon, accessible via the More on the lower menu opens up the Projects screen. All active projects that you are associated with will be listed here. The projects could be sorted and filtered. You may also search for any specific project. The project entry has its title, description, and the start and end dates for its validity period.
Clicking a project control opens up the project details. The project details page displays the next three tasks scheduled for this project. The screen also has access to the last added document to this project. You can create a new task for this project, as well as add a new note or a form to this task.
Clicking on the Comments button brings you to the comments/notes added to this project. You may also add a new note on this screen.
Artifacts screen
Clicking on the Artifsct button brings you to the photos/documents added to this project. You may also add another photo/document to this project on this screen.
The artifacts page lets you toggle between a thumbnail view of the artifacts or a detailed view of the file. SImilar to other screens, you should be able to sort and filter the artifacts. You may also search for any specific documents.
This screen also allows you to upload a new artifact. To upload/attach a new document/artifact, you need to assign it a name, and potentially associate it to a task under this project. You may either use your phone's camera to snap a picture or upload an existing file.
Checklists screen
Check list items are a special task type that can be tracked to implement workflows or emforce requirements. This screen lets user to review outstanding tasks associated with any projects assigned to them.
Clicking a project will open a list of all checklist items associated with a project. Open tasks are listed first, followed by checklist items closed recently.
Check list item tasks can not be checked in or checked out. These tasks can only be marked as 'completed' using this screen.
Checking a task from the top of the screen markes it as 'complete' and moves it to the bottom section of the screen.
Signature capture
The Fieldworker app allows you to capture a customer's signature as part of the delivery of a service or as part of completing acceptance of a task.
Internationalization
The Fieldworker mobile app allows your employees to use the app in their native language. Once logged in, a user can change their interface by clicking the language of their choice from the top left menu icon. While the default for the app is English, a user may select a Spanish interface. Once selected, the choice persists across the sessions i.e. unless reverted back, or changed again, the user will continue to have the user interface using the selected language.
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