Motivity Workforce Office
Help with Motivity Mobile Back Office
47 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
- Reordering Engineers on the Desktop ViewChanging the order of engineer's on the Desktop calendar
- Rectifying duplicate sites
