Motivity Workforce Office
Help with Motivity Mobile Back Office
45 articles
Updating Motivity System Fields, Equipment Attributes etc from Info Recorded in App Mobile Workflow
Displaying the Results of Radio Set and Dropdown Answers on PDF Job SheetsRadio Set Help
Linking Motivity to Xero Accounts
Configure Motivity Workforce to Send E-mails From Your Microsoft 365 Account
Adding Customer Specific Questions or Tabs to Mobile Workflow
Getting Motivity app to remember answers from a previous visit and recall / pre-populate recall on the next
Recording and Submitting Weekly Timesheets and Expenses
Using Site Hazard Feature for Important Notes to Engineers
Can I Force a Minimum Number of Photos to be Taken per Job?
What to do if an Engineer / Field Staff Leave
Can we edit a report that our engineer has sent back?
Troubleshooting - Is there a way we can check that the customers received their visit report PDF by e-mail?
Adding a new engineer with access to Motivity Workforce Mobile appAdding engineer if there is a free space
Explanation of Time and Travel Fields for PDFsTime and Travel PDF Structure codes
I have added a new office user but they are unable to access any customer equipment (assets) on the office websiteChanging user access permissions on office website
How to Create and Send Jobs using Motivity Workforce
Marking Staff Holidays on Motivity Workforce Calendar
Using Automatic Calculation in Motivity WorkforceCalculation Questions
Assigning Default Values / Answers to Mobile Workflow Questions
Using QR Codes and Barcodes with Motivity WorkforceQR Codes Guide
Setting Up Recurring Jobs in Motivity WorkforceRecurring Job set up guide
Setting up the Public Portal for Equipment
Adding Non-Working / Public Holidays on the CalendarCompany wide holiday days
What’s the easiest way of extracting a picture from a job
Make Tab Visible Based on a Job Question
Warning if an Entered Value is Outside a Range
Allowing Subcontractors Access to Motivity App to Fill in Electronic Job Sheets
Reuse / Swap an existing Motivity Workforce subscription with new or different field staffChanging Mobile Users on Motivity Mobile App
How to add new field workers to Motivity Workforce and give them access to the mobile app
Configuring E-mail Notifications on Job Progress and Sending Job Sheets Automatically to Customers
How do I make Supporting Documents available to my workforce in the Motivity app?
Using the Sign Later Feature to get Multiple Job Sheets Signed Off in One Go at the End of a Site Visit
How To Stop Recurring Job / Visit
Layout / Orientation of Radio Set Questions on Motivity Workforce Android App
How to change the login PIN number on the Mobile Workforce app
How to Merge Duplicate Equipment into One
Using Motivity app to capture customer e-mail address to send them electronic PDF copies of worksheets
Setting up E-mail and Text Alerts for Lone WorkerLoner Worker Set Up with Text
Moving the Finish Time question onto the Review Times tab
We've created duplicate sites for a customer with jobs done at each. How do we sort this out?
How to move equipment from one site to another
How do I add public holidays onto Motivity Workforce schedule / calendar?
How do I delete out of date contacts from the system?
How to Record Travel From a Job When Putting On-Hold
Adding Missing Equipment to a Completed Visit ReportAn engineer has forgotten to add equipment to a job report