Working a job
Opening a job gives an engineer everything they need for that visit and one obvious button for whatever comes next.
The status flow
Section titled “The status flow”A stepper across the top tracks where they are: En route, On site, Working, Complete. A button pinned to the bottom of the screen changes to match, and it’s the only one they need.
| Button | What it does |
|---|---|
| On my way | Marks them en route. Starts the ETA, and sends the customer’s en-route text if your brand has it switched on |
| Arrived on site | Marks them on site |
| Start job | Moves the job into In progress |
| Open completion form | Opens the form your job type defines |
| Complete job | Finishes the job, when the job type has no form |
Can’t complete sits next to that button from the moment they’re on site. Before then there’s nothing to fail: a job they haven’t reached yet goes back to dispatch rather than being marked failed.
These are assignment statuses, so they track this engineer’s part of the job. The job’s own status follows from them. See Assigning resources.
What’s on the job screen
Section titled “What’s on the job screen”The top of the screen carries the job status, the brand, a flag if the priority is high, the service type and the customer.
Below that, in order:
- Description, which is the notes the office wrote on the job.
- The address, with the scheduled time, the distance and Navigate, which opens the engineer’s chosen navigation app.
- The customer, with a call button. Calls are recorded as a note on the job, so the office can see an attempt was made.
- Verification Code, if your brand issues them, with a prompt to show it to the customer. See Verification codes.
- The completion form, or a project’s pool.
- Messages from dispatch, and Notes, where they add their own and read the office’s.
- Attachments put on the job by the office, and any they add themselves.
- Parts Used, when the job type allows recording parts.
- Who else is assigned. If WorkWing picked the engineer automatically, Why this resource? shows what it weighed: proximity, skill match, customer familiarity and workload.
While they’re en route with location sharing on, a banner says their route is being shared with dispatch.
The completion form
Section titled “The completion form”Job types can define the form an engineer fills in on site. It might be a single page or a multi-step wizard with a progress counter.
Progress saves as they go, so an interrupted job can be picked up again. Each step is checked before they can advance, and if they leave and come back the app offers to resume the draft or start fresh. The card on the job screen says where the form stands: Locked until you start, Ready to fill, or Submitted with a link to view what was sent.
The fields an engineer may meet are text and numbers, email, phone and web addresses, dates and times, dropdowns and multi-select lists, checkboxes, radio buttons and yes/no switches, barcode scanning, documents, signature capture, integration buttons that call another system, and content overlays they have to read and accept before the job can be completed. Headings and instruction blocks break up a long form.
Documents are PDF, Word and Excel files, and the field itself states the size limit. See The form builder for designing these.
When the job type allows extra parts, Parts Used lets an engineer record what they fitted, with a quantity and optional notes. They pick from your parts catalogue and the cost is recorded against the job. Parts go on the job that was worked, never on the project above it.
Completing
Section titled “Completing”Submitting the form completes the job. Anything the job type marks as required, a signature for instance, is a required field on that form, so the engineer can’t get past it. The app then confirms the submission and tells them it’s saved on the device and will sync.
After a job is completed, cancelled or failed, the engineer can still add a note to it. Attachments and parts are sealed, and the app says so.
When a job can’t be done
Section titled “When a job can’t be done”Can’t complete asks for a reason:
- Customer not available
- Access denied
- Wrong equipment
- Safety concern
- Already completed
- Incorrect address
They can add free-text detail alongside it.
Reporting a follow-up
Section titled “Reporting a follow-up”Report a follow-up at the bottom of the job opens the report form with the customer, the location and the job already filled in. Use it for the extra work an engineer spots while they’re there. The button is there when observations are switched on for your organisation. See Reporting something.
Finishing a project
Section titled “Finishing a project”When every job in a project is done, the project shows Ready to complete. If it carries a sign-off form, the engineer on crew fills it in as the final confirmation for the whole site. If it doesn’t, the card says the office will close it off instead. See Finishing a project.
What’s next
Section titled “What’s next”- Working offline: what happens when the signal drops mid-job
- Reporting something: raising an observation