Above is a screen shot of a portion of the vWorkApp dashboard. You can see a blue 16 Passenger Limo button and a green New Job button near the top, left-hand side of the image. The blue 16 Passenger Limo button is a template. If you click that blue button, you’ll see a drop down menu with all of your available templates.
What are templates?
Dispatchers can create new jobs for workers by pressing the green New Job button. After pressing the New Job button, a form pops up. This form is a template.
A template is a way for dispatchers to send job information to mobile workers.
It’s the same as having a piece of paper and writing “Mr Customer needs to be picked up here at 3:00. He always needs receipts.” But, instead of writing this out on a piece of paper to give to mobile workers every single time they pick up Mr Customer, it can be saved in a template with the click of a button.
Back to examples. If I now press the New Job button, the form (template) that pops up looks like this:
Here’s another example template called “vWorkApp – barcode:”
Why are templates helpful?
Templates save time by saving important job information. There’s no need to retype job information when it’s saved in templates.
Look again at the template above. Near the bottom there is a label that says notes. Right below that there is a box with the words “scan barcode.”
If a dispatcher creates a new job for a mobile worker using this template, then the mobile worker will see, on his phone, the image below. (It may look different on an Android. This image is from an iPhone.)
As you can see in the image above, the mobile worker has the text “scan barcode” in his notes. Now he knows he will have to scan barcodes throughout his job.
Below is another example template. This template has a drop down menu with options for payment type.
How do I add, edit and delete templates?
To add, edit or delete templates, sign into your vWorkApp account at go.vworkapp.com. Click the Admin tab. You should automatically go to the Templates tab. There you can select, add, edit and delete templates.
OK, I have templates. How do I use them?
To use templates, click the Work tab at the top of the vWorkApp dashboard. There you’ll see the blue button with your different templates. Choose a template by clicking this blue button, then click the name of the template you’d like to use. Then click the New Job button.