JOB MANAGEMENT FIELD APP
Set up your field workers for success with the WorkBuddy job management app
FIELD APP IN ACTION
Keep your field workers on top of their jobs with an
easy to use field app
ASSIGNED JOBS
Organise your field workers with the assigned jobs view
Control what jobs your field workers have access to and what information they see with our easy to use field app. With the field app your field workers can:
- View a list of jobs assigned to them.
- Receive an instant notification on your phone when you receive a new job.
- Prioritise their day by seeing jobs by run sheet, priority or schedule.
HIGH LEVEL OVERVIEW
Provide your field workers with the information they need to get the job started
Display all the necessary job information for your field workers to navigate to and start. With the job details view, your field workers can:
- Log when they begin and end the job.
- Access job location and customer details.
- View a brief description of the job that needs to be completed.
BREAKDOWN TASKS
Avoid break down of communication and have jobs broken down by tasks
Provide your field workers with a breakdown of exactly what work needs to be undertaken and ensure that it gets done right:
- Have tasks listed in order of sequence of before, during and after.
- Put compliance controls in place such as completing safety inductions.
- Have your field workers check off tasks they complete.
COLLECT EVIDENCE
Have your field workers collect and load evidence of when a task is complete
Ensure your field workers are providing the right work evidence to support that they have completed the job.
- Have field workers upload images and supporting information of work evidence.
- Provide details to your field workers of what information needs to be collected.
- Review evidence supplied by your field workers in the operations portal.
COMPLETE JOBS
Have your field workers mark jobs complete for review
Field workers can update tasks as complete ready for review in the back office.
- Put conditions in place to ensure that tasks are being marked complete after a proven action is taken.
- Have field workers update the status of each task for review.
- Know the progress of the job.
- View list of assigned jobs
- Overview of works
- Breakdown tasks
- Collect evidence
- Complete the jobs
ASSIGNED JOBS
Organise your field workers with the assigned jobs view
Control what jobs your field workers have access to and what information they see with our easy to use field app. With the field app your field workers can:
- View a list of jobs assigned to them.
- Receive an instant notification on your phone when you receive a new job.
- Prioritise their day by seeing jobs by run sheet, priority or schedule.
HIGH LEVEL OVERVIEW
Provide your field workers with the information they need to get the job started
Display all the necessary job information for your field workers to navigate to and start. With the job details view, your field workers can:
- Log when they begin and end the job.
- Access job location and customer details.
- View a brief description of the job that needs to be completed.
BREAKDOWN TASKS
Avoid break down of communication and have jobs broken down by tasks
Provide your field workers with a breakdown of exactly what work needs to be undertaken and ensure that it gets done right:
- Have tasks listed in order of sequence of before, during and after.
- Put compliance controls in place such as completing safety inductions.
- Have your subcontractors check off tasks they complete.
COLLECT EVIDENCE
Have your field workers collect and load evidence of when a task is complete
Ensure your field workers are providing the right work evidence to support that they have completed the job.
- Have subcontractors upload images and supporting information of work evidence.
- Provide details to your subcontractor of what information needs to be collected.
- Review evidence supplied by your subcontractor in the operations portal.
COMPLETE JOBS
Have your field workers mark jobs complete for review
Field workers can update tasks as complete ready for review in the back office.
- Put conditions in place to ensure that tasks are being marked complete after a proven action is taken.
- Have sub contractors update the status of each task for review.
- Know the progress of the job.
INSTANT COMMUNICATION
Reduce time-consuming phone calls and emails between field workers and your back office
Our integrated messaging system uses auto status updates, activity posting and mobile push notifications to keep communication with your entire team.
- Instantly post activity updates against a job including notes, documents, images, quotes and approvals.
- Send instant push notifications to your field worker's mobile device.
- Control who sees communication between back office, field workers and clients.
TIMESHEETS
Track how much time your field workers and contractors spend active on jobs
With time tracking in the WorkBuddy field app, field workers can easily clock on and off for the day based on their availability.
- Always know exactly how many hours your technicians are spending active.
- Review and approve submitted log of timesheet entries.
- Track start and finish times on a job.
QUOTE
Create quotes on the go, perfect for new job requests while on site
With our dedicated job quoting function, you can easily log quotes for work on-site, convert a quote to an active job, and report on quote conversion to sale.
- Create new quotes while out on the field.
- Access your price books for accurate quoting.
- Keep a register of quotes for easy follow up.
PURCHASE ORDERS
Never lose paperwork again with your drop and drag form builder
Our easy to use purchase order features helped your field workers keep track of purchases made against a job.
- Know what inventory has been purchased for a job.
- Automatically track purchase expenses related back to the job.
- Allow field workers to raise purchase orders on-site and claim expenses back to the business.
INDIVIDUAL COMPLIANCE
Let your field workers and contractors keep their credentials up-to-date
Field workers and contractors can use the WorkBuddy app to upload proof of licences, certificates, insurance documents and induction details to maintain compliance.
- Send reminders to your field workers and contractors when an item is about the expire, has expired or is missing.
- Only be able to access and complete jobs in the app if you have current credentials.
- Easily upload and keep up-to-date documents in the field app.
Field app for supervisors
Keep track of all your jobs and projects with the supervisor field app
Always out on the field? WorkBuddy provides a supervisor field app to help you easily manage your workers while on the go.
View and manage all the trades working on a project or job. Site supervisors can:
- View details of an entire project and every work order associated with the project.
- Stay up-to-date with work progress.
- Monitor workplace safety and compliance of all trades.
- Ensure control measures outlined in SWMS are being implemented.
- Perform quality checks, raise defects, or approve projects that are meeting requirements.
- Attach photos and job notes to jobs as evidence to a project.
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