To start using the Between Employee App, you need to log in. The app offers two simple login methods:

• Phone number and password: Use the credentials you created during registration.

• One-time password: Enter your phone number, and we’ll send you a code for quick access.

Once logged in, you’ll land on the home screen. From there, visit your profile page to:

• Set your preferred language.

• Select the correct company.

This basic setup ensures a personalized and seamless user experience.
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The app’s navigation is designed to be intuitive and user-friendly. Here’s how to use the main sections:

Home Screen

The home screen provides an organized view of your jobs, categorized into:

• Today’s jobs: Tasks scheduled for the current day.

• Upcoming jobs: Future assignments allocated to you.

• Completed jobs: A history of tasks you’ve finished.

Click on a job to view a quick preview or select “Select Job” to access all details.

Calendar

The calendar offers a visual overview of your tasks:

• View assigned jobs, both past and upcoming.

• Adjust the view to display:

• This week

• Two weeks

• A full month

As with the home screen, click on a job to view or select it for more details.

The job page provides a detailed view of a job, divided into multiple sections:

Job Information

• Map view: See the job location.

• Job type and description: Get an overview of the task.

• Arrival time: When you’re expected to be on-site.

• Status: Monitor the current status of the job:

• Not started

• Started

• Completed

Customer Information

• Contact the customer: Click the phone icon to call or text.

• Navigation: Use “View Directions” to open Google Maps.

• Address details: Click “See Details” for more comprehensive information.

Actions You Can Perform

1. En Route Button:

• Notify the customer that you’re on your way.

• Use Google Maps to calculate estimated arrival time.

• Send an SMS to the customer with this information.

2. Start Job Button:

• Update the status to “Started.”

• Begin time tracking for the task.

3. Check Out and Check In:

• Use Check Out for breaks or temporary pauses.

• Use Check In to resume the task.

4. Finish Job Button:

• Ensure all checklist tasks are completed before finishing.

Customer Questions

This section displays any answers provided by the customer to questions sent by the company. These responses can offer valuable insights into how to complete the task.

Checklist

The checklist ensures all tasks related to the job are completed.

• Mark a task as completed by checking it off.

• If a task cannot be completed, use the deviation feature:

• Click the red X button.

• Add a comment explaining why the task couldn’t be completed.

Documenting tasks is easy with the upload feature:

1. Click the + icon to:

• Take a photo with your phone’s camera.

• Select images from your phone’s gallery.

2. Repeat the process to upload multiple images.

3. Add a description to explain the purpose of the image.

4. Set visibility:

• Visible to the customer: Check the box to show the image in the customer portal.

• Internal use only: Leave the box unchecked.

This section shows who and what is assigned to the job:

• Team members: See all colleagues working on the task.

• Resources: This can include vehicles, tools, or other equipment.

If you have the necessary permissions, you can:

• Click the + icon to add or remove team members and resources.

Communication is key to success, and the app provides two channels:

• Internal Messages: Click “Add Internal Note” to send messages visible only to employees.

• Customer Messages: Switch to the Customer Tab to send and receive messages from the customer.

This section allows you to manage orders linked to the task:

Order Line Management

• Edit existing lines: Adjust quantity, price, or discounts.

• Add products: Select from the product list or create custom order lines.

• Delete lines by clicking the trash can icon.

Payment

• Send the order to payment: Select order lines and choose a payment method:

• Customer chooses in the portal

• Invoice

• Card terminal/cash

• Monitor the payment status in the Payments section.

The Between Employee App provides all the tools you need to manage tasks, communicate effectively, and deliver excellent service. Follow the steps in this guide to get started and use the app efficiently.

If you have questions, contact support or refer to our other help articles.