Managing jobs on mobile

Learn how to manage jobs using the Workiz mobile app.

Updated over a week ago

In this article, you will learn how to manage jobs on the go using the Workiz mobile app.

Although the Workiz web application was designed to be a more robust experience, the Workiz mobile app was crafted with field service techs in mind. It’s a simple, intuitive mobile app that allows techs to easily manage jobs while out on the field.

Here’s an overview of how a field tech can manage a job using the Workiz mobile app:

  • Quick actions:

    • Clock in for this job

      Select Start to launch a running clock that allows management to keep tabs on your hours.

    • Give the client an ETA

      Select ETA to let your client know you’re on your way or that you’ll be a few minutes late.

    • Add a payment to the job

      If your business doesn't use invoices and prefers to add a payment directly to the job itself, select Pay and choose your preferred payment method.

    • Add notes

      Select Add note to provide your team with relevant information for this job for future use.

    • Attach images or files

      Select Attach to add photos using your mobile device’s camera or internal library, as well as files stored on your device.

  • Route yourself to the job site

    Select the client’s address and choose your preferred navigation app to find the quickest route to the job.

  • Contact the client

    Call or text the client using the number you have on file.

  • Create and send invoices

    Select the Finance tab > Create invoice. From the invoice page, you can select Items > Add item to add line items to generate a clear cost of goods and services for your client.

  • Collect a payment for an invoice

    From the Finance tab, select the + icon next to Payments and then choose how you want to collect payment

    Note: In order to collect credit card or ACH payments on the mobile app, you will first need to sign up for Workiz Pay.

    To learn more about signing up for Workiz Pay, please see this article.

  • Close the job

    From the Details tab, select the field under Job status and choose Done pending approval (or similar).

    Tip: You can allow field techs to close jobs by editing the permissions associated with their role in Workiz.

    To learn more about roles and permissions, please see this article.

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