Category: Workmate

To create new task for a field user, “Add Task” button needs to be used. Via this functionality manager/admin can add & assign tasks to field users.  

There are 3 major status associated with any task:     Task is assigned to the user but the check-in(via mobile app) is not done against this task.     Check in done by the employee against the task but yet to the check out.     Check in and check out is done against […]

Dashboard provides the complete insight about the tasks. A task is the assignment which can be assigned to a field user to perform any activity. Task List helps to group the set of tasks.      

Web interface enables Managers and Admin users to manage day to day activities   ØManager  can administrate  daily activities of field users and assign tasks to them who are reporting to him ØAdmin user can manage the complete operations of whole company and assign different tasks or components (client location categories or custom forms/tags) to […]

There are 3 types of users in Workmate for different needs. Field User – Person who will be using Workmate field workforce mobile app  to perform  the daily tasks and activities Manager – Person responsible for administering  daily activities of field users  and assign tasks to them. Admin – Person who is super user of the account and […]

Workmate is the easiest solution  to track your field workforce. Features: Self-Serve Platform Know the live location of the employee in real time. Location based task assignment. Know the status of the assigned task. View Traveled history of the employee as well as distance traveled by him. Provision to capture customer details and check-in/out actions […]

”Add New” button allow manager or admin users to add new clients in the user account.

Clients in Workmate product are the customer locations which can be added via Web interface or by any field user (using mobile app). Client module will show the activities performed with respect to each Client by the employees.   How can a manager add new clients in their account?

Route Replay option enables the manager to know the traveled history of the employee.

From the list of the field employees, manager or admin user can select any field employee whose activities needs to be checked. On clicking on the card of a particular employee, a detailed view gets opened which shows the list of activities performed by the employee