Joblogic Mobile User Guide
  • 21 May 2021
  • 10 Minutes to read
  • PDF

Joblogic Mobile User Guide

  • PDF

Article Summary

1. Introduction

Joblogic Mobile allows real-time communication between the engineer and the office. It allows jobs, updates, notes, certificates and attachments to be viewed and used instantly.

For Android devices, use the Google Play Store link to download the Joblogic Mobile app.

For IOS devices, use the Apple App Store link to download the Joblogic Mobile app.

2. Handset - Getting Started

Once the Joblogic Mobile app is downloaded and installed from the store, you will be presented with the login screen as you open the app.

3. Login Screen

To login and use the app, enter the username and password that has been setup in your Joblogic system. When you are happy that these are correct, simply select the ‘Login’ button (you can tick the ‘Remember Me?’ box if you want your device to automatically fill in your username every time you start to log in).

It is important to select ‘Allow’ for all requested permissions. Denying them may result in you not logging successfully into the app. Once successfully logged in, you will be presented with the home screen.

Allow the Joblogic app to run permanently in the background. It is important you select ‘Allow’ to ensure the app receives jobs on time and all mobile updates get sent to the back office as soon as your device has internet connectivity.

4. Home Screen & Options

  1. Visits – When selected, this will take you to your visit list (Job list).

  2. Log Job –This feature allows you to log a job into the system and deploy it to any engineer including yourself. It empowers the engineers to be able to deploy jobs while in the field.

  3. Log Quote - This feature allows you to log a quote into the system.

  4. Cylinders - If you deal with Refcom or with refrigeration gases, the Cylinders section will do the management for you where you can create different types of gas cylinders. It will also let you collect cylinders from a store and let you return them. You can also view transfer notes for any gas transactions made within the system.

  5. Vehicle Checklist - This will take you to the form related to assigned vehicles. You will be asked about your vehicle’s information.

  6. My Documents - Selecting this will show your list of documents attached by the admin.

  7. Company Documents – Selecting this will show you Company Insurance documents if they have been added by the admin.

  8. Status – This is where you can check your connection to the Joblogic database & servers.

  9. Scan QR Code - Engineers can associate barcodes to assets. This, in turn, allows them to search for assets from the listing screen.

  10. Log Out - When selected, this will end your session on the mobile software and log you out.

5. Visit Details Screen

When you click and open the Visits page, you will be presented with a similar screenshot below. You will see a list of visits that have been booked in against jobs in the Joblogic system.

  1. Home – When selected, this button will return you to the home screen.

  2. Visit Alerts – This pop up advises the engineer when a new visit arrives from the office. It won't disappear until the engineer acknowledges the visit by clicking on it or selecting ‘Accept All’. The office will be notified that the engineer has read it by a red circle and question mark on the job desk (SDQ).

  3. Search – The search filter allows you to look for a job using the job number, description, or the site name. Once entered, click the ‘Search’ button.

  4. Appointment Date – This is a ‘Sort’ feature and when selected, will give you the option of displaying your visits to jobs by appointment date, priority, oldest to newest, site name, and more.

  5. Include Closed – When ticked, this will include any completed/closed visits to jobs in your list or search. (A closed visit to a job can mean it was completed, cancelled, rejected or aborted).

  6. Job List – This area shows you the outstanding jobs.

  7. Warning Notice – The red exclamation mark (!) next to the status symbol tells the engineer that there is a warning notice at this address.

5.1. Menus and Options

Once you have accepted the job, you can open it from your main Job List, and you will see the screen below. This will display various icons and menu options which are detailed and explained below

  1. Visit Actions – Here, you will see the icons that allow you to interact with and update details throughout the different stages of a job. The various icons are explained in detail in the next section of this guide (part 5.3.).

  2. Visit Details – In this section, you will be able to see the start and end times/dates that have been assigned to this visit. Also, any public or private notes sent by the office will be displayed here for that specific engineer. (Other engineers working on this job won’t be able to see these notes).

  3. Job Summary – This will show you the general details about the job and also display any ‘Job Notes’ sent from your office.

  4. Site Summary – This will display the site address and details, as well as give you ‘Site Notes’ which advise you on specific details about that particular site. It also has various items that are hyperlinks or shortcuts. These simply perform an action when selected, for example, when you click on the postcode it will open your device’s map function. Another example is for a phone number; when selected, your device will dial the number.

  5. Site History – Here, you can see up to the last 20 visits that have occurred at the site. You can view the full details, pictures, notes, and more.

  6. Other Visits for this Job – This will display any other visits that are scheduled to this job for other engineers or yourself.

  7. Visit Status History – This records your status ‘updates’ dates and times. Therefore, you will know when you accepted the job, travelled, arrived and so on.

5.2 Attachments

On any screen where you see the paperclip icon, you can view any attachments made available to you and add any to the job straight from your device.

5.3 Parts

To add any parts you have used or you would like ordering for the job, click on the ‘Parts’ icon.

  1. Parts – Select the ‘Parts’ icon to access the Parts screen.

  2. Add Job Part – Here, you can start typing the part number or the description in the search box, giving you options to select from (it gets these from the Parts Library in the Joblogic office system). The green down arrow will also display the parts list (limited view). The red cross will remove your choice if it’s incorrect.

  3. Create New Part – By clicking the ‘+’ button you can create a new part inside the Joblogic system. This can be used on the job with other users also to see and use it. You will be asked basic questions such as Description, Part Number, etc. (this is set by the office and permission based)

  4. Current Parts List – After selecting your part, you will be prompted to choose ‘used’ or ‘required’. This will advise the office whether you have used the part or that they need to raise an order for it. Once selected, it will appear in your ‘Current Parts List’. (Like Assets, there is a setting where a ‘new’ part can be added (using the ‘+’ sign) if it is not in the library. However, it will add the new part to your Joblogic Parts Library automatically.

5.4 Mobile Forms

One of the major benefits of Joblogic Mobile is the conversion of current paper-based forms/certificates/risk assessments into electronic mobile forms. We can take almost any paper-based form (i.e. Risk assessment, Compliance sheet, Gas safety certificate, Minor electrical works, etc.) and turn it into a series of electronic questions and prompts for the engineer to fill in. This is then turned into a fully detailed form/certificate in the Joblogic system, which can then be printed, saved or emailed.
Please contact your account manager or our sales team for more information.

5.5 Completing a Job

To complete a job in Joblogic Mobile, select the ‘Complete’ icon at the top of your screen (under ‘Visit Actions’).

  1. Complete – Press this button to start the completion.

  2. Add Additional Info Screen – If the visit is completed without Attachments, Parts or Expenses being added, you will have the chance to add them on this screen before completing your visit.

  3. Issue Resolved – The next screen will ask if the issue has been resolved on the job. If you have completed what you have been asked to do and the job is finished, select ‘Yes’. If you have finished but there is further work to be carried out, then select ‘No’ and enter the information in the next screen to advise your office.

  4. Add Notes – The next screen will show you all the public notes for the job and will allow you to add more if required. Please note that you must have notes on the job before continuing, the program won’t allow you to move on if the notes are blank. Click next to continue.

  5. Status Times – This screen allows you to double check all your times against the job, as well as parts added or required, before moving on. This screen then has a 2nd section, after clicking next, which allows you to confirm the completion time and edit it if required to do so. Click next to continue.

On this screen, you are asked to confirm your completion date and time. Like all other screens asking you to do this, this can be edited at a later date. If you click on the date and time box, it will bring up the clock where you can change the date and time. This can help if you want to back date the date and times

  1. Customer Name, Position and Signature – On this screen, you are prompted to enter the customer's name in the top box, their position (if required), then a box for your customer to sign into (above the line in the centre of the screen). Click next to continue

  2. Engineer Signature – Here is where the engineer signs to say the job is fully completed. When finished, you will be taken to the Completion screen (below) where you can still add notes and attachments (if required).

  3. When you have signed the job, you will be taken to the final screen. Here, you can still add further notes (if required), add more expenses to the job and add further attachments. The ‘At Home’ button allows you to record your travel back home or from the office to the job. To do this, leave the job open
    and when you arrive at home click the ‘At Home’ button and it will record your travel time to that job.

6. Item List / Explanation

The ‘Status’ button shows the engineer the next logical status for the visit. For instance, when accepting the visit, the next step would be to travel to that visit, then when travelling the next step would be to arrive and so on.

The ‘Abort’ button allows the engineer to abort the job at any point up to the point of completion. When aborting the engineer will be prompted to enter the reason why.

‘Visit Notes’ is the area where the engineer enters notes about any part of their visit. Notes on arrival, during, or upon completion can be entered here.

The ‘Site Notes’ section not only allows the engineer to be aware of specific notes on the site they are visiting, they can also add them to the site record for all to see.

Expenses can be recorded in this section. Engineers can choose from a drop-down list (set up by the office) and enter quantities and amounts. Receipts can also be attached to the visit by taking a photograph of them and uploading to the visit (device dependent).

Engineers can view attachments here that the office have put against the visit. They can also add attachments - we will go into this in further detail later.

The ‘Assets’ section displays the assets for the particular visit as well as listing all the assets on the site. We will go into this in further detail later.

When the engineer ‘Arrives’ on site they will get an additional icon on this screen. The ‘Leave Site’ button
pauses the labour clock and the engineer can leave the visit to go home, go to another job, or simply have a lunch break. When they are ready to return to the visit, they open the visit, travel and then arrive back on site. This will record when they left, when they travelled back and when the labour clock started.

This is a basic guide on how to use the mobile device other features are covered in separate guides eg. Gas Cylinders.

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