How to send jobs to operatives via a mobile app

Managing a mobile workforce can be challenging. When operatives are working across different sites, keeping everyone up to date with jobs, schedules and changes can quickly become time-consuming.

Phone calls, emails, text messages and paper job sheets can work for smaller teams, but they can become difficult to manage as a business grows.

A field management mobile app provides a simpler way to send jobs directly to operatives, giving them the information they need wherever they are.

How does it work?

While every field management software platform is slightly different, the process is generally straightforward.

1. Create the job

Start by creating the job in your field management system. Add the key details, such as the date, time, location, customer, job description and any relevant instructions.

2. Assign the job

Once the job has been created, assign it to the appropriate operative or team. A good scheduling system should make it easy to see availability and allocate work efficiently.

3. Send the job to the mobile app

Once assigned, the operative receives the job directly through their mobile app. They can view the details from their phone or tablet without needing to rely on emails or paper paperwork.

4. Complete the work

The operative can use the app to access job information and, depending on the software, complete forms, record timesheets, upload photographs, add notes and update the job status.

5. Keep the office updated

Information submitted from the field can be accessed by the office team, giving them better visibility of what's happening across the workforce.

This creates a connected workflow from job booking to job completion, rather than relying on information being passed between different systems.

What are the benefits?

Using a mobile workforce management app to send jobs can help businesses:

• Communicate more quickly – jobs and updates can be sent directly to operatives without making individual phone calls.

• Reduce paperwork – digital job sheets, forms and timesheets can replace much of the paperwork used in the field.

• Reduce errors – everyone can access the same job information, helping to prevent details from being missed or misunderstood.

• Improve visibility – office teams can see scheduled work and receive updates from the field.

• Create better records – photos, notes, forms and other information can be linked directly to the relevant job.

What should you look for in a field management app?

When choosing field management software, look for features that support your entire workflow, including:

• Job scheduling and assignment

• Operative notifications

• Digital forms

• Timesheets

• Photo capture

• Job status updates

• Offline functionality

• Integrations with other business systems

The most useful solution isn't necessarily the one with the longest list of features. It’s the one that fits the way your business actually works.

Manage jobs from one place with ConeRQ

ConeRQ is field management software designed to connect office teams with mobile operatives.

Jobs can be created and scheduled, assigned to operatives and accessed through the mobile app. Field teams can then record information, complete forms and provide updates from site.

Whether you manage traffic management crews, construction teams, engineers, landscapers, facilities teams or other mobile workers, ConeRQ can help you manage jobs and keep your field teams connected.

Want to make sending and managing jobs easier? Find out how ConeRQ can help your business. Book a demo today.