Category: WorkMate-Android

Tap ” Plan” in the home page. You will be redirecting to Plan. Tap ” Add Plan” option  you will be shown  clients and you can select the client and click on add button to continue  Select the Tag and time  and click submit button    After Creating plan you will be shown the route […]

Plan page in workmate app: The plan page helps you to create your daily work schedule and execute it according to the plan. Also, it helps you to visually see the route for the plan. Status helps to know the planned and completed visits.   How to Use Plan Module?  

Sometimes Workmate App might have trouble finding where you are located. If the GPS location of your blue dot on the map is inaccurate or the blue dot is not showing up, here are some things you can do to help fix the problem. How the Workmate App finds your current location Workmate App estimates […]

Quick Response Templates are pre defined templates, which can be used to submit check-out remarks in much more efficient manner. Templates are defined by admin user of the account via Workmate web portal. Once you select any template from the Quick response menu , Check out remarks section gets filled. Also if required you want […]

Tap “Timeline “ You can monitor your daily activity under the  Activity section. All daily activities can be checked under this section over the maps as well as in list item. Also by using the Calendar you can check activities of previous 30 days.

On the Home page itself you can check pending and upcoming tasks. Tap on respective task and app will show Check In option with all the task details. Tap on Check In to initiate your meeting at customer location. Once your meeting is completed, tap on check out button to complete your task.  

Tasks section is divided into 3 sub sections: Overdue Task : Overdue section of the Tasks section provides the details of all Pending tasks. Upcoming Tasks : Upcoming section of the Tasks section provides details of all upcoming tasks which user needs to do in future. Completed Tasks : This section will show all the […]

To  See “Tasks” section which provides all the details regarding the assigned Tasks to a Field user. Tap on ” Tasks” or Overall Stats section to check the details of your tasks.   2. Tasks section is divided into 3 sub sections: Overdue Task : Overdue section of the Tasks section provides the details of all […]

Tap on Check Out option  You can add comments or attach documents/pictures related to the meeting. On tapping the Check Out option, location will get captured and sent to the server. Also, the option will change to Check In.

After completion of meeting, the field executive Check Out from customer location and record his remarks. Once the user checks out, user can add comments or attach documents/pictures related to the task. How to Check Out?