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:
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.
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
Select the client’s phone number to call them using Workiz Phone.
Update the job custom fields
Select the job type under Job details to find and update the custom fields assigned to this job.
Tip: In order to create custom fields, you must first enable the add-on from the Marketplace using the web app.
To learn more about custom fields, please see this article.
Create an invoice
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.
Send an invoice
From the invoice page, select the kebab menu (three dots) icon > Send invoice
Collect a payment for an invoice
To collect payment for a job that DOES feature an invoice, select the Finance tab > View invoice. From the invoice page, select Payments > Add a payment and then choose your preferred payment method.
Tip: Sign up for Workiz Pay to begin collecting credit card payments directly from the Workiz mobile app.
To learn more about 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 a field tech to close jobs (i.e., update the status to Done) by editing the permissions associated with their role in Workiz.
To learn more about roles and restrictions, please see this article.
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