The fieldworker app
The office works in a browser. The person doing the work does not — they are in a van, on a roof, in somebody’s plant room. The EyeOnTask app is the same system in their pocket: the jobs they have been sent, the details of each one, and the way everything they find on site gets back to you.
Nothing in the app is separate from what you see in the office. A status they change moves on your job list. A photo they take appears on the job’s completion detail. An item they add to the job reaches the invoice. The app is not a copy of your data — it is the other end of it.
Getting the app
Section titled “Getting the app”It is on both stores, free, and free to sign in to as many times as you have users:
- Google Play for Android
- App Store for iPhone
Fieldworkers sign in with the username and password on their EyeOnTask user record. They do not create their own accounts — an admin adds them in the office first, which is what decides who they are and what they are allowed to do. See adding a user.
Admins can sign in to the app as well, so a manager who spends half the week on site has the same app in their pocket as the people they dispatch. A fieldworker has the app and nothing else.
The menu
Section titled “The menu”The three lines in the top-left corner open the menu, and it is worth reading once because it is the whole app in one list.
The app → menu
| Entry | What it is |
|---|---|
| Check In | Starting and ending the working day, which is what the attendance report in the office is built from |
| Calendar | Their own work, day by day — see finding your work in the app |
| Jobs | The same work as a filterable list |
| Clients | The client records they are allowed to see, with contact details and addresses |
| Quotes | Quotes they have raised or been given sight of — see how quotes work |
| Scan Barcode | Finding an item or a piece of equipment by scanning the code on it instead of searching for it |
| Chats | Messages with the office, including the ones attached to a particular job |
| Expenses | Money they have spent and want back — see expenses and leave in the app |
| Check In/Out report | Their own attendance, as recorded by Check In |
| Time Sheet | Hours worked |
| User leaves | Booking time off and seeing what has been agreed |
| Settings | Language and the app’s own preferences |
The version number sits under Logout — worth asking for when something on a phone does not match what this documentation describes.
Where to go next
Section titled “Where to go next”| Page | What it covers |
|---|---|
| Finding your work in the app | The calendar and the jobs list, and the filters that cut them down |
| A job in the app | The job screen top to bottom — accepting, travelling, the client, the items, raising a request |
| Adding items in the app | Putting parts and labour on a job from site, and what the tick boxes do |
| Finishing a job in the app | The completion form, photos and the client’s signature |
| Equipment in the app | Servicing, replacing, relocating and discarding a unit on site |
| Expenses and leave in the app | Claiming money back and booking time off |
Settings behind this module
Section titled “Settings behind this module”- Mobile app settings — The company-wide controls behind everything on this page