Getting started

Quick Start Guide

We have a great double-sided PDF to help you to get started with your iOS Phone or tablet. Click here if you want to download and print the PDF: iPhone Quick reference.

Getting started video

In this article

This article provides an overview of the main areas of the iOS vWork mobile app that you may use to complete and manage jobs on your iOS phone or tablet. It directs you to other help articles for more information on each topic.

💡 Tip:  If you have an Android device see the article: Android vWork mobile app - an introduction.

Topics in this article include:

• Log in to the vWork app
• App settings for vWork
• The Jobs screen
• Shift off and on
• vWork Menu
• Accept or Decline a job
• Reassign, reschedule, and pause jobs
• Complete job steps
• Complete job fields
• Use the 'Job Map' and 'Map'
• Create a job invoice
• Send an Invoice or job status report
• Add a Customer signature and photo
• Create a Job

Click the link from the list above to go to that topic. You can return to this topic list by clicking this icon:

Log in to the vWork app

When you first open vWork you'll see the Login screen.

You can log in to the iOS vWork mobile app using an email address and a password, or using a QR Code. Your dispatcher can also send you an SMS message with a link that automatically logs you in.

The article, iOS: Log in and out of the vWork iOS app, explains these different approaches.

App settings for vWork

The menu 'Settings' item in the 'Login' screen opens the Settings where you can customize how the vWork app works and how it works with your devices settings. 

You can also access the settings from the 'Jobs' screen. Tap in the red banner to open the vWork menu, then select Settings.

💡 Tips:

• You should always look at vWork settings (such as location and camera) alongside your device's settings to make sure they work as you expect them to. You must enable permissions for these in both the device settings for the vWork app and in the vWork settings.
  
  
• Also, be aware that some settings use more battery than others - such as location tracking.  You may wish to carry a portable power pack or have a charger in your vehicle to make sure your device doesn't run low on battery during the day. 

You can learn all about the iOS settings in this section of our online help: iOS: vWork mobile app settings.

The Jobs screen

When you log in to the iOS vWork mobile app you see the Jobs screen.  This is the home screen for the app and is the place where you track your assigned jobs through the 'Jobs List'. 

The 'Jobs' screen lists the jobs assigned to you and shows you how much of each job is completed. You can open the vWork menu, messages, and each job's 'Details' screen from here.

The article, iOS: using the Jobs screen, explains how to use all the features on this screen and track your job progress.

Shift off and on

Your vWork Admin may have enabled you to set if you are on or off shift in the mobile app. If this is enabled you can Shift on and Shift off from the Jobs screen.

To find out more about shifting off and and on, see the article, iOS: update your shift status through the vWork mobile app.

vWork Menu

The vWork menu is opened from the the Jobs screen. Tap  in the red banner.

The vWork menu allows you to:

• customize your vWork settings
• access screens for managing and viewing your jobs
• manage your sync activity to ensure you and your dispatcher have the latest job information
• open your messages
• log out of the app
• view the version of the vWork mobile ap that you are using. 

You can find out more about these menu options in the following online help locations and articles:

• iOS: vWork mobile app settings is a help section that explains every setting in the iOS version of the vWork mobile app.
  
  
• iOS: sync vWork mobile app job information with the vWork server is useful to read if you find your job information is not staying up to date with what your dispatcher sees.
  
  
• iOS: send and receive messages in the vWork mobile app explains all you need to know about sending and receiving messages through the vWork mobile app.
  
  
• iOS: using the Jobs screen explains all you need to know about the Jobs List on the Jobs screen.

Accept or Decline a job

If you vWork Admin has enabled it, jobs published to your mobile app must be accepted by you to add them to your schedule, or declined by you and removed from your mobile app. You can Accept or Decline a job from its Details screen.

 

Read how to 'Accept' and 'Decline' jobs from the iOS vWork mobile appin the article, iOS: Accept or Decline a job.

Reassign, reschedule, and pause jobs

The Details screen has a Job Management menu where you can select what you want to do with a job. Tap to view teh Job Managment menu.

 

Depending on the what permissions your vWork Admin for you in the settings, from this menu you can reassign the job to another worker, reschedule the job for a later time or pause the job, or even decline a job after you have accepted it.

• Decline job: tap this to select a reason for declining the job. The dispatcher is notified so they can reassign the job to another worker.
• Reassign: tap this to choose another worker for the Job. The job is assigned to that worker and the dispatcher will see this on the schedule.
• Reschedule: This option is available before the job has started. Tap this to schedule a new start time for the Job. The job will remain assigned to you with the start-time you assign.
• Pause: This option is only available when the job has started. Tap this to pause the job. This displays the job as Paused in the 'Details' screen and in the 'Jobs' screen, and the dispatcher also sees the job with a 'Paused' status on the web app. To unpause a job tap the 'Unpause' button in the 'Details' screen. 

🔔 Note: Once a Job has started the option to 'reschedule' is removed from the job management options menu and a new option, 'Pause', shows instead.

You can learn more about how to use the job management options in these articles:

• iOS: reassign a job to another worker
• iOS: reschedule a job
• iOS: pause a job in the vWork mobile app

Complete job steps

A job is made up of Steps. Each step is a task that must be completed in the order they are listed to complete a job. Once all steps are completed the job is completed.

After you have accepted a job you can view and complete jobs steps in the 'Steps' screen. Job steps are a sequential list of actions that must be taken to complete a job.

Completing steps in the mobile app is explained in the article, iOS: complete job steps in the vWork mobile app.

Complete job fields

Open the Fields screen to view more detailed information about the job and to capture information that relates to the job and the job steps. You will only be able to view this screen if the job has 'Fields' saved in the job template that this job is based on. 

Completing and using job fields is explained in the article, iOS: complete job fields in the vWork mobile app.

Use the 'Job Map' and 'Map'

The vWork mobile app enables you to see your jobs on a map. There are two map views in the mobie app:

• Use the 'Jobs Map' to easily see where all your jobs are and what status they have: pending, assigned and started. You can open this from the vWork main menu.
  
  
• Use the 'Map' for a single job to show the locations of all the steps for that job and help you navigate to each step. You can open this when you are working on a specific job.

You can learn more about both map views in the articles: 

• iOS: use the vWork mobile app map views to see jobs and job steps. This explains what you can see and do in each map view.
• iOS: use your favorite navigation app in the vWork mobile app to navigate to steps. This provides more information about using the vWork mobile app Map for a single job to navigate to a job step.

Create a job invoice

The Invoice screen is where you update the invoice details (if your organization uses this feature).

You can learn more about updating, downloading and emailing invoices in the article, iOS: create and send an Invoice or Status report.

Send an Invoice or job status report

You can download and send an Invoice or a job Status Report, from the Details screen. You can learn more about this in the article, iOS: create and send an Invoice or Status report.

Add a Customer signature and photo

1. For some jobs it is important to capture proof of delivery and proof of condition at a known point in time. In the vWork mobile app a captured customer's signature and a photo can be used as proof of delivery and proof of condition. You may also need to add a saved image or PDF file to a job. When captured these are saved with the job and can be used for reports and job audits.

   There are two methods to capture customer signatures and photos in the vWork mobile app. They can be captured in job fields in the Fields screen, and they can be captured using the 'Sign + Photo' tool on the Details screen. The method that you use depends on the workflow used in your organization.

   The article, iOS: add a customer signature and photo, image or PDF file to a job, explains how to capture customer signatures and photos using both of these methods.

Create a Job

If your administrator has enabled it you will be able to create new jobs from Android mobile app. This is explained fully in the article, iOS: create a job in the vWork mobile app.