What this guide covers
- How to view client and site detail from assigned work.
- How directory access works on mobile.
- Where to find resolved access notes on the go.
How it works
Mobile should surface the client and site information staff need to do the work, even when wider directory browsing is restricted.
If your organisation has enabled client and site browsing in app customisation, the directory sits under `More`. If not, use the client and site detail attached to the job itself.
Common workflows
Check customer and site detail from a live job
Open the job, confirm the location, and read the resolved access instructions before you arrive.
Browse the directory when allowed
Use the mobile directory for quick lookups without needing to move into the full web admin workflow.
Steps
Open client and site detail from the job
Mobile job detail -> Linked client or site- 1Open the assigned job first.
- 2Use the linked client or site detail from the job context.
- 3Read the resolved access block there so you are working from the same operational 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 contact context.
- 3Return to the linked job when you are ready to act so you do not lose the operational thread.
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.
- 2Treat the resolved note as the source you follow in the field.
- 3If the note is out of date, pass the correction back so web HQ can update the underlying record.
Tips and gotchas
- Even when directory browsing is off, the client and site detail attached to your jobs should still guide the work.
- Use `More` for browsing and the job page for acting.
- On multi-site jobs, expect the client-level access notes to lead rather than a single site override.