What this guide covers
- How to open an assigned job.
- How to use job notes, access notes, and linked site detail.
- How to complete a job or flag a problem on-site.
How it works
Mobile is where staff do the job. It keeps the key details in one place while they are on-site.
Open the job, check the details, then use the main button on the screen to update the job.
Common workflows
Prepare before arriving
Open the job, read the access notes, and confirm the site before the team gets out of the van.
Complete or flag issues on-site
Use the button shown on the job to complete the work or flag a problem.
Steps
Open the job sheet
Mobile app -> Schedule or More -> Jobs- 1Open the assigned job from the `Schedule` tab or from `More` -> `Jobs`.
- 2Review the title, timing, linked site detail, and any job notes.
- 3Check `Parking, Access & Green Waste` before travelling if the job depends on gate codes, parking rules, or site-specific handling.
Use the main job action
Job detail -> Main action- 1If your team uses `Start job` and `Mark complete`, tap `Start job` when work begins and `Mark complete` when it finishes.
- 2If your team only flags problems, leave the job as it is unless something went wrong. In that case, mark it incomplete.
- 3Add a short note straight away if you need to explain what changed.
Capture the detail while you are there
Job detail -> Notes and photos- 1Add a note if the office will need more context later.
- 2Add photos while you are still on-site when the job needs evidence.
- 3If your role uses timesheets, keep that record up to date before moving on.
Tips
- If you only need one thing before arrival, make it the access notes.
- Use the main job button shown on screen. Avoid keeping a separate process in chat or notes.
- When the job changes in the field, add the detail while you are on the page rather than trusting memory later.