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How to Create and Send Jobs using Motivity Workforce

Updated over 2 months ago

Login to the Motivity Office website.

  • Click on the Calendar option on the menu

  • On the schedule page, click the Create Job button.

  • It then takes you onto a wizard page to create new jobs by asking you which customer, which site and which contact it's for.

  • You can select from existing or add new ones as you go along

  • At the very end it will ask you to the enter some job notes (which is what the field workforce will see in the app)

  • Once you've filled this in press the Create and Schedule Now button at the bottom right of the screen

  • It will then you show you the unscheduled new job on the right hand side with the calendar and workforce shown on the left.

  • Change the calendar day to whatever you need it to be on

  • Then just drag the job onto the relevant person and time slot

To send the job out:

  • Go back onto the main Calendar screen in Motivity

  • Click on the little arrow on the bottom left of the job you placed on the schedule.

  • Select send to mobile

  • You'll see the screen refresh to show a paper aeroplane (while it sends it) and will then show a picture of a mobile phone when it arrives on the app.

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