Last updated 12/11/2019.
Using the mobile site
If Groundleader detects that you are using a mobile telephone or a tablet computer when logging in to your account it will direct you to the mobile site. The mobile site is better suited for viewing on smaller screens while still allowing your staff to carry out common tasks within Groundleader. If you do not want to go to the mobile version of the site check the ‘Go to desktop site’ option on the login page. Within the mobile site you can return to the main desktop version at anytime by clicking the ‘Full site’ option at the top of the page.
The following Groundleader features are available in the mobile site.
- Assigned tasks. Load up the assigned tasks for a given date and team.
- Customers. Search, list and edit your stored customers. You can also add new customers.
- Tasks. Search list and edit your stored tasks. You can also add new tasks.
- Visits. Search, list and edit your logged visits. With a task selected choose to log a visit or view existing visits for that task.
- Sites. Search, list and edit your stored sites. It is also possible to add new sites.
- Images. With a task or site selected upload a new site image or view existing ones. After logging a visit optionally upload visit images.
Users of the mobile site have the same role restrictions as on the desktop site. Only users in the administrator role can add or edit customers etc. See the staff help page for more information on assigning roles to your staff.
The actions available in the mobile site are carried out in much the same way as on the main desktop version. For example adding a task is performed the same way in the mobile site as in the desktop site. The task details form may be laid out slightly differently in the mobile site but the information collected is the same. This document includes links to the relevant help pages for the desktop version, these pages go into much more detail for each section the and should be read if you haven’t already done so.
Assigned tasks
See the job assigner help page for more information on assigning tasks to your staff.
At the top of the mobile site main menu is the option to see a list of assigned tasks. Choose the team you want to load assigned tasks for, the date they were assigned to then tap the ‘Load assigned tasks’ button. This will load the tasks assigned to the selected team and date.
To view tasks assigned to a different team or date click the link above the task list.
Clicking on an assigned task will bring up two options, ‘Site images’ and ‘Log visit’. Images and logging visits in the mobile site are explained further down this document.
Customers
See the customers help page for more information on setting up your customers.
To search for a specific customer tap the ‘Find customer’ search box then begin typing either the customer ID, name or address. A list of matching customers will appear, select your desired customer from the list. You can also choose to ‘show all’ customers which will bring them up in a list from which they can be selected.
When a customer is selected their full details will be loaded, administrator users will be able to edit these details, standard and read-only users will just be able to view the information. When making changes be sure to tap the save button at the bottom of the form to store your changes.
At the top of the customer details form there is an option to ‘View tasks’ which when selected will bring up a list of the customers tasks. Administrator users will also have the option to add a new task for this customer. Working with tasks in the mobile site is explained in the next section of this document.
Add new customer
Administrator users will have an option in the contact section of the mobile site to add a new customer.
Tasks
See the tasks help page for more information on setting up your tasks.
To search for a specific task tap the ‘Find task’ search box then begin typing either the task ID or the task location. A list of matching tasks will appear, select your desired task from the list. You can also choose to ‘show all’ tasks which will bring them up in a list from which they can be selected.
When a task is selected its full details will be loaded, administrator users will be able to edit these details, standard and read-only users will just be able to view the information. When making changes be sure to tap the save button at the bottom of the form to store your changes.
At the top of the task details form there are three options.
- Log visit, lets you log a visit for this task.
- View visits, lists all the visits already logged for this task.
- Site images, view or upload site images for this task.
Visits
See the visits help page for more information on logging visits.
To log a visit select a task or an assigned task then choose the ‘log visit’ option. Be sure to tap the ‘Save’ button at the bottom of the visit form when the details have been entered.
From the main menu it is possible to search for visits carried out by a specific team or on a certain date by tapping the relevant option in the visits section of the page. If any visits are found with your search criteria they will be shown in a list. Select a visit from the list to view its details. Administrator users can edit any visits, users in a standard role can only edit visits that they logged, read-only users just get to view the visit information.
When a visit is selected there will be an option at the bottom of the page to view and upload images relevant to this visit.
Sites
See the sites help page for more information on setting up your sites.
To search for a specific site tap the ‘Find site’ search box then begin typing either the site ID or the site location. A list of matching sites will appear, select your desired site from the list. You can also choose to ‘show all’ sites which will bring them up in a list from which they can be selected.
When a site is selected its full details will be loaded, administrator users will be able to edit these details, standard and read-only users will just be able to view the information. When making changes be sure to tap the save button at the bottom of the form to store your changes.
When a site is selected there will be an option at the bottom of the page to view and upload images relevant to this site.
Administrator users will also have the option to add a new site by tapping the ‘Add new’ button in the site section of the main menu.
Images
Site images
When a task, assigned task or site is selected there will be the option to view the site images.
Visit images
When viewing the details of an existing visit or after logging a new visit there will be an option to view or upload visit images.
Viewing/uploading images
Whether working with site or visit images the interface is the same. If there are any existing images for the site/visit they will be shown on the page, tap one to view it full size.
To upload a new image click the ‘browse’ button. This will open your phones file selection screen, how it works will vary by phone manufacturer but you should have the option to either upload an existing image from your phone or take a new one with the camera. Once an image has been selected enter the date and optionally an image title. Finally be sure to tap the “Upload” button to store your photo.