Mobile Works

This article explains how to use mobile works.

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Written by Shenai
Updated over a week ago

Mobile works are bookings that don't have just one fixed position and are constantly changing moving sites. This feature gives you the ability to log the movement of works and in different locations throughout the booking.

Setting up mobile work sites from the office

  1. Enable mobile worksites by toggling on the 'This booking has mobile works' toggle while creating the booking.

  2. Enter the street addresses of the different sites

  3. Select the location symbol to drop google map pins for a more accurate location

  4. Give locations different names and purchase order numbers if applicable

  5. Create booking

Web App View

Entering the mobile work address in the field

To allow field workers to enter mobile work sites from the app, the 'This booking has mobile works' toggle must be turned on.

Adding worksites from the App

  1. Click into the job

  2. Select the Sites tab

  3. press the + Add worksite button

  4. If the ' Guess roving site address' config is enabled, the app will pre-populate the mobile worksite location using the phone's location. If this isn't enabled field works can type in the street address and maneuver the pin for a more accurate location

  5. Fill in the date and time site was worked on

  6. Next

  7. Add additional details

  8. Submit

    Sites can be entered and adjusted in the sites tab until the booking is placed into a finalised status.

Mobile App View

Clients or Projects always have mobile worksites

A " New booking have mobile works" config has been added at a Client and Projects level. If this toggle is enabled, then when bookings are created for these Clients and Projects the "Sites" tab automatically appears inside a booking on the mobile app.

Invoicing mobile worksites

Invoice line items for these bookings are different. A heading is created for each entered site (with the start time, location name and PO number) and the corresponding work hours are listed underneath each. These are all in chronological order.

Site start times entered through the mobile app are rounded to the nearest 15 minutes to keep invoice line items sensible.

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