Managing and Completing Jobs

Field agents can use the mobile app to view and manage assigned jobs assigned to them. This way, they can gather job details, refer to actions needed for each step, and complete their assignments on time. They can capture images of the job’s progress. 

So, here we’ll cover step by step how to manage and execute jobs through the app. 

Accessing Jobs

There are two ways by which field agents can access their assigned jobs. As we’ve seen before, the ReachOut App home screen features two buttons.   

The one on top displays the user profile and you may tap on Start My Day to start the assigned jobs for today. 

1. Tap on To-do Today to view the jobs assigned to do today. 
2. Tap on the Jobs option in the menu bar to open the My Jobs, find the job from the list, and tap to open it. If the module fails to display newly assigned jobs, just tap refresh on the top right of the interface.

This will reveal further details specific to the job that should be reviewed in detail before proceeding to the next step, which is executing the tasks.  

Job Overview

In the job overview screen, the field agent can get details of the assigned job such as priority, source, date & time, description, and names of other agents tied to the job. 

• The field agents can access the Site, Assets, Attributes, and Attachments that are linked to the job. Tap on each to see details. 
• Administrators can add notes for the field agents.

• The field agents can tap on the Notes section to view them.

• Tap on the ‘+’ button to add a note.

• It is possible to capture images using the camera option or attach a file from your device. The notes can be added at any time during the job. A maximum of 10 attachments of 10 MB size each can be added.

• Under the Customer Overview, field agents can refer to customer details. 

• Tap on the customer’s name. Here, toggle between Details, Assets, and Job History to view the attributes linked to that particular customer, contact details, assets linked to the customer, and information regarding any previous jobs. 

• Select the location pin on Location Name to view the location contact details. 

The exact location of the customer is pinned on the map. 

Starting the Job

To proceed with the job, tap on Download Job. 

Select Mark En-route and confirm Yes to indicate that the field agent has started to the customer location.

1. Tap Start Job to check in at the customer site.

Note: If the location is not within the set radius, a warning message is shown to the agent, provided agent geolocation tracking is configured through Settings.

• The agent can choose to continue with starting the job by clicking the Get Help option and choosing a reason.

2. If you are the Primary Agent, you can view the agents assigned for the job and learn their status. 

3. Under Tasks, select the Task assigned to you and view its details. Toggle the Show All Tasks slider to show the tasks assigned to other agents as well. 

4. Capture images using the floating camera icon on the bottom right corner. Use tags to mark the images as and when required while performing the tasks. You can add comments and annotations to the images captured. These images get saved to the Jobs Gallery section of the Job Details page.

5. Perform the necessary steps as per the instructions. Fill out any forms attached. Attach photos from the site, if needed. Use the timer icon at the top right to update status such as when taking a break. Once done, tap Mark As Completed. 

6. Now, proceed to complete all the checklists allocated as part of the job. If these selections are mandatory, the app will require that you complete the respective sections to submit the work order. Open each checklist action item – Estimate, Form, Invoice, Follow-up jobs, Customer Signature, etc. and enter the required information.

7. Once finished, mark job status from the Update Status button on top and select End Job. 

8. Once the job is completed successfully, data will be uploaded in the background upon job submission. Click on the Submit Job button

This will upload the job details to the cloud. The Admin or supervisors will get immediately notified about the job status as completed, upon which they can initiate further actions like reviewing the raised invoices and changing payment status. 

You can verify the completed job by tapping the suitcase icon on the top right of the interface.