Work a job on your phone

This article is for engineers using Engineer OS on their phone. If you haven't installed the app yet, see Install Engineer OS on your phone.

Finding your jobs

The bar along the bottom has Home, Jobs, Calendar, Certs and Profile.

• Home shows how many jobs you have today, in progress and done, any Forms to redo, and your upcoming jobs.
• Jobs lists every job assigned to you. Search, or filter by status (Scheduled, In Progress, Completed) and date (Today, This week, Upcoming).
• Calendar shows your jobs by month. Tap a day to see its jobs.

You only see jobs you've been assigned to.

On the job

Open a job to see its tabs: Details, Forms, Photos, Documents, Report Sheet and Messages.

Details has:

• the customer and address (tap the address to open it in Google Maps)
• contacts, with buttons to call or email them
• the date and time, and the office's Job Notes
• the Schedule of Work checklist, if there is one. Tick items off as you go, and the office sees your progress

Updating the status

Tap Scheduled, In Progress or Completed on the job (or on the job's card in your Jobs list). Set In Progress when you start and Completed when you finish, because the office watches these. If you tap the wrong one, just tap the right one.

When a job is completed, the office can see straight away everything you've added.

Clocking in and out

If your company uses time tracking, there's a Clock in button at the top of the job. Tap it when you start work; a timer runs until you tap Clock out.

• You can only be clocked in to one job at a time. Clocking in to another job clocks you out of the first.
• Clock out before you leave site. The office can't invoice a job while someone is still clocked in.
• If you see "Cannot clock in: your default hourly rate has not been set", ask your admin to set your rate.
• Forgot to clock in or out? Ask the office. They can add or correct your time.

Photos

On the Photos tab, tap Add Photo to take pictures or choose several from your camera roll. Add a caption if it helps, then tap Upload all. Each photo can be up to 15MB, and photos are shrunk automatically before uploading.

If an upload fails, the photo stays in the list with an error. Tap Upload all again when you have signal. Don't leave the page until it says Done, because photos waiting to upload are lost if you do.

Notes (Report Sheet)

Use the Report Sheet tab to write what you found and what you did. Each note is saved with your name and the time. The office can turn your notes into a PDF report sheet for the customer.

Forms and certificates

Fill in forms from the Forms tab. See Complete a form on site.

Documents

The Documents tab has anything the office attached (RAMS, drawings, access instructions). You can upload documents too, up to 50MB each.

Messages

The Messages tab is a chat with the office about this job. New messages from the office arrive as notifications on your phone.

Signal

You need a data connection to update the status, clock in or out, upload photos, add notes and submit forms. The app opens quickly on a weak signal, but nothing is saved until you're connected. If something fails, try again once you have signal.

Still stuck? Email support@engineeros.uk