The process for completing jobs assigned to you is the same in the Android and iOS vWork mobile apps.

Flowchart of the process to complete a job

Order of activities to complete a typical job in the mobile app

While all jobs don't always follow the exact same process there is a typical flow of activities that you follow in the vWork mobile app to complete a job.

This begins by reviewing the list of jobs assigned to you, selecting and opening the job with the next planned start time, then completing the first step for that job. From here the job may require you to open other screens to review and capture additional information about the job, or you may continue to complete the next step; the order of activities depends on the job that you are working on. You always complete a job when you complete the final step.

Below we describe these activities in the order you will do them.

1. Sign in and view your assigned jobs

After you sign in to the vWork mobile app your jobs show in the Jobs screen. These jobs have been published to you by your dispatcher. The dispatcher can see them as assigned to you at their scheduled start time.

1.1 Accept the job (dependent on your vWork account settings)

Your vWork account Administrator may have enabled the option for you to accept or decline jobs assigned to you. If this is enabled you will need to tap ‘Accept’ to finalize the job assignment and add it to your list of jobs. If you decline a job it is removed from your list of jobs.

You won’t have the option to accept or decline jobs if this is not enabled in your organization's vWork account settings. In this instance, your jobs are automatically accepted and assigned to you at the time your dispatcher publishes them to your vWork mobile app.

1.2 View your jobs

In the Jobs screen, you can scroll to view all your jobs.

You can also select a time option from the red banner at the top of the screen to view all jobs for a selected time period. You can choose to view:

All - this lists all jobs assigned to you ordered by start time and date.
Today - this lists all jobs with a start time for today.
Jobs begun before today that you haven’t completed are also listed.
Tomorrow - this lists jobs with a start time scheduled for tomorrow.
Next 7 days - this lists all jobs scheduled to start in the next 7 days, including today.

As you work on jobs during the day, you’ll be able to return to this screen to view each job’s status and how far through completion the are by looking at the progress pie chart next to each job.

2. View the details for a single job

Tap a job in the Jobs screen to open the job and view the Details screen for that job. This provides an overview of the information you need to complete the job and also allows you to access the job steps, fields, and other job-specific screens.

This screen summarizes the progress of the job you are working on as you complete information about the job in other job screens.

3. Complete a job

3.1 Steps

In its most basic form, a job consists of job steps. Job steps are the foundation of all jobs - every job has them. Job steps are a list, in order, of the main tasks required to complete a job. When you complete all the steps in the vWork mobile app the job is recorded with a status of 'Completed' in vWork.

Typically, you begin to complete a job by opening the Steps screen for that job. The Steps screen is a default screen; every job has this screen. As you complete each step in the Steps screen vWork is updated with your progress and this is visible to the dispatcher.

From the Steps screen, you can also navigate to the location of a job step if the step has a geolocated address associated with it. Steps with geolocated addresses display the map icon with the step. Tap this to open a job Map screen. This will show you where you are relative to the job step on the map. You can then navigate to the step address using your phone’s Map app. Alternatively, you can tap to open the Map screen directly from the vWork menu options from any job-specific screen.

3.2 Fields

Most jobs will also have fields that provide you with additional job information and are also used by you to capture information about the job. Fields are accessed through the Fields screen. You will only see this screen if the job has fields saved with it.

Fields are used to capture all kinds of information. Some examples of what you might add to fields are proof of delivery photos, a customer’s signature, a telephone number, and an item you select from a pre-defined picklist.

Fields have different permissions. The permissions determine how you can interact with each field.

The Permissions are:

Read only - used to provide you with job information. You can’t change what you see in Read only fields.
Optional - for you to capture information only when it is needed or available. You are not required to complete these fields to complete a job.
Required - these fields have a pink background. They are used to capture information essential for the job. You must complete these fields or you won’t be able to complete all the job steps in the Steps screen.

3.3 Other job-specific screens

There are also other job-specific screens that you may have access to and use to complete a job.

Messaging:
The job Messaging screen is where you view messages specific to that job. These may be from your dispatcher or from a customer. The job Messaging screen is a default screen; every job has this screen - even when no job-specific messages have been sent or received.
Notes:
You can see and add general notes about the job to the Notes screen. This screen is a default screen and also shows for every job. This screen may not have any information saved in it.

Notes can also be captured as a field in the Fields screen if they relate to a specific aspect of the job. If you need to add notes to a job, it is important to add notes in the Fields screen if the job has a 'Notes/Remarks/Comments' field, otherwise, you can use the general Notes screen for your notes.
Invoice:
If you are invoicing a customer you will have an Invoice screen. This is where you view and/or add the invoice information required for the job. You won’t see this screen if invoicing isn’t enabled for the job.
Map:
The Map screen is a default screen and shows for every job, even when there are no steps with a geolocated address shown against them. The Map updates to show the location of the next geocoded step in the job. You can also open this from a geolocated step in the Steps screen.

Editing completed jobs in the mobile app

Once you have completed a job in the vWork mobile app, it stays on the Jobs screen anywhere from 10 minutes to 8 hours; this period of time is set in your vWork account setup. You are able to edit job information after a job is completed until the job is removed from your vWork mobile app. After this time your dispatcher can edit the job if needed.

Note: all edits and changes are recorded in vWork and are visible in a Job Audit report. This includes who made the change and the date and time it was made.

There are two quick start guides that can be printed in PDF form for using the vWork mobile app. You can find them here:

Overview: complete a job in the vWork mobile app

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