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Receiving and Accepting Work Orders

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Written by Faith Maldoner
Updated over a week ago

When a new job has been assigned, you will be notified through the mobile app. Tap on the job to view its details, including the customer, asset, and tasks involved. FieldEx ensures that technicians are always kept up to date by sending real-time push notifications for newly assigned work orders.

Useful Pre-requisites

  • Ensure you are logged into the FieldEx Mobile App with the correct Technician access level.

  • Notifications must be enabled on your mobile device to receive job alerts.

  • Check that your app version is up to date to avoid syncing issues.

Receiving and Accepting Work Orders


Path: Homepage > Pending Tasks

  • Once a new job is assigned to you, you will receive a mobile notification on your device.

  • Tap the notification or open the app to view the homepage dashboard.

  • Locate the Pending Tasks section, which displays all tasks assigned to you but not yet completed.

  • Tap the task to view its job details, including customer information, asset, and task scope.

  • Tap Accept to confirm that you are proceeding with the task.

  • If you are unable to complete the task, tap Decline and provide a reason when prompted.

Tip: Accepting or declining tasks directly from the app ensures real-time updates to your team and helps planners reassign work without delay. Make sure notifications are enabled on your device to avoid missing any assignments.

Why This Matters


  • Ensures timely acknowledgment of assigned work by field technicians.

  • Enables quick planning adjustments when tasks are declined or reallocated.

  • Keeps the field team and office in sync through live job status updates.

  • Reduces delays by making sure all assigned tasks are clearly received and confirmed by the right person.

Key Field Summary


Field

Description

Pending Tasks

List of tasks assigned but not yet accepted or completed.

Accept

Confirms that you are proceeding with the assigned task.

Decline

Rejects the task and allows you to enter a reason for the planner.

Notification

Real-time alert indicating a new job has been assigned to you.

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