Articles related to creating jobs and resolving issues when jobs are not uploaded to the mobile device or portal.
Overview You may need to create jobs and dispatch them to field workers, who will be able to complete the jobs using the mobile app. Prerequisites You need to have an account with the Super User role,...
Overview Administrators may need to add new items into the price catalog, which will be available for mobile workers to select when creating invoices for customers. Prerequisites You need to have an ...
Overview Administrators need to manually assign jobs that were created but not assigned to workers or reassign a job from one worker to another (e.g., the assignee is unavailable or busy). Prerequisit...
Overview You may need to create new job types, which are used as templates to create jobs for mobile workers. Job types define the actions that needs to be completed during a job, groups to which the ...
Overview You may need to create multiple jobs in bulk - you can upload a spreadsheet with information about new jobs to save time. Prerequisites You need to have an account with the Super User role, ...
Overview You can easily send messages to your workers. Messages can be sent to one worker or all workers in the selected group; messages will be delivered to the mobile app Prerequisites You need to h...
Overview You may need to create new item categories for price catalog to divide items that are used in invoices in separate classes. Prerequisites You need to have an account with the Super User role,...
Overview You may want to send a large number of jobs to a worker at once (e.g., all jobs scheduled for a month or a longer period). By default, only 20 jobs can be stored in the mobile app, but you ca...
Overview Workers cannot view or retrieve jobs that are assigned to them from the web portal. Prerequisites You need to have an account with the Super User role, Operations role, or a custom role with ...
Overview You are unable to upload jobs in bulk and encounter one of the following errors: Job ID (formerly Reference Number): 'Demo Job' already exists - this issue happens when jobs with the same Job...