9. The Skedulo Mobile App: Custom Job Workflow

For some organizations, the default job workflow does not provide an exact fit for their business. For this reason, Skedulo provides a way to customize a company's workflow; to remove the job statuses that have no value.

This custom workflow removes the requirement for a resource to have to manually "Accept" a job. The job is automatically confirmed on dispatch, cutting out one step of the default workflow:

Admin Settings for Customizing the Job Workflow to Auto-accept Jobs

The admin setting that allows this customized workflow is located in the "Workflow" section, under "Jobs," named:

• "Resources need to accept or decline dispatched job allocations."

Also, see

Admin Settings: Workflow.

Note

Once "auto-accept job" is enabled, resources can no longer decline jobs

A job that has been automatically accepted.

This custom workflow progresses a job straight to "In Progress" once the resource has accepted the job, effectively cutting out two steps of the default workflow:

Admin Settings for Customizing the Job Workflows to Skip En Route and/or Check-in

The admin settings that allow customized workflows are located in the "Workflow" section, under "Job status," named:

• "Disable En Route status" to control the visibility of the "Start Travel" button.

• "Disable On Site status" to control the visibility of the "Check In" button.

Also, see

Admin Settings: Workflow.

Note

When either or both are enabled, the ability to manage those times via the mobile app is removed.

If your organization skips "Start Travel" then "Estimated Travel Time" (a field available in the Salesforce job allocations) will not record any value (i.e., it relies on this job status).

An example showing a Skedulo custom job workflow, skipping start travel and check-in.

Also, see

The Skedulo Mobile App: Job Workflow and Job Status and Job Allocation Status.