What this guide covers
- How to view client and site detail from assigned work.
- How directory access works on mobile.
- Where to find access notes on the go.
How it works
Mobile should show the client and site details staff need to do the work, even if they cannot browse the full directory.
If your company allows client and site browsing, you can find it under `More`. If not, use the client and site details attached to the job.
Common workflows
Check customer and site detail from a live job
Open the job, confirm the location, and read the access notes before you arrive.
Browse the directory when allowed
Use the mobile directory for quick lookups without needing to switch to the web app.
Steps
Open client and site detail from the job
Mobile job detail -> Linked client or site- 1Open the assigned job first.
- 2Open the linked client or site from the job.
- 3Read the access notes there so you are working from the same instructions as the rest of the team.
Browse the directory when enabled
Mobile app -> More -> Clients or Sites- 1Open `More` and go to `Clients` or `Sites` if your role has directory access.
- 2Use the directory for quick lookups and record details.
- 3Return to the job when you are ready to act so everything stays in one place.
Use access notes properly on-site
Client or site detail -> Access notes- 1Check whether the job is single-site or multi-site before assuming the notes are site-specific.
- 2Follow the access note shown on the page.
- 3If the note is wrong or out of date, ask the office to update it.
Tips
- Even when directory browsing is off, the client and site details on your jobs should still give you what you need.
- Use `More` for browsing and the job page for acting.
- On multi-site jobs, the client note usually matters more than a single site note.