We strive to have a helpful and responsive support team however it is good to know what you can change yourself and that this can be the faster option.
Most day-to-day changes are yours to make. This is the quick answer to “can I do this myself?”
You can do these yourself
What | Where |
Add a field worker and give them app access | Personnel - add new personnel |
Free up a licence when someone leaves
| Personnel → their name → Actions → Revoke Mobile App Access |
Move a licence to a replacement engineer | As above, then create the new person |
Keep a leaver’s history but take them off the schedule | Personnel → their name → hide on schedule |
Change an engineer’s PIN | Personnel → Mobile Device Management → Actions → Change PIN number |
Release a device lock for a new phone | Mobile Device Management → Actions - unlock license (allow new device to log in) |
Change who receives job sheets for a customer | Customers → the customer → Notification → pencil next to Visit Completed |
The same, per site or per contact | Sites → the site → Notification section |
Add a one-off email address to a single job | On the job itself when you create it |
Turn on two-factor authentication | Your name at the top → Profile → Set-Up 2 Factor Authentication |
et the Lone Worker alert email or mobile number | Company Settings → Alerts |
Check whether a customer received their PDF, and resend it | Visit Report → arrow next to PDF Report → Email Visit Report |
Send job sheet emails from your own Microsoft 365 account | Company Settings → Send E-mail Settings |
Reorder engineers on the schedule | See Reordering Engineers on the Desktop View |
Put public holidays on the calendar | See Adding Non-Working / Public Holidays on the Calendar |
Ask us for these
What | Why it comes to us |
A new or changed job sheet, worksheet or PDF layout | Built by us against your template |
A new job type or document | Set up by us |
Additional licences | Purchasing |
Removing an address from the email block list | Protects the sending reputation shared by all customers |
Anything spanning two branches or two Motivity systems | Branches are separate by design; moving data between them is custom work |
Bulk changes across many jobs or sites | Done by us to avoid mistakes at scale |
A report you cannot build from the existing filters | We will produce it |
All other enquiries you are unsure of! | We would rather answer than have you not get what you need! |
Our support team is always on hand to help with anything you're unsure of.
Email - help@motivitymobile.com
Phone number - 0114 243 5544