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Training Your Field Team

Updated

Training Your Field Team

Getting your drivers set up takes about 15 minutes per person. Follow these steps, and your team will be ready for their first job.

Before your drivers start

Check that you've done these in the Admin Portal:

  • ☐ Added each driver as a user, with the Field worker role and Execute jobs turned on. See Users.
  • ☐ Added their resources, such as their truck or unit, with a resource type that matches your client's. See Resources.
  • ☐ Set up your price book, so drivers can add line items. See Products / Services and Activities.

What to send your drivers

Each driver gets a Welcome to IronSight email when you add them. Send them a short message alongside it so they know what to expect:

You've been added to IronSight, the app we'll use for jobs. Here's how to get started:

  1. Download the IronSight app from the App Store or Google Play.
  2. Open your Welcome to IronSight email (check spam if you don't see it) and tap Set My Password.
  3. Log in to the app and allow all permissions when asked, especially location (Always / Allow all the time).
  4. Read the Field Worker Guide: https://help.ironsight.app/hc/en-us/articles/51354095488529-Field-Workers-Guide

Their first day

Walk each driver through these basics, or have them follow the Field Worker Guide:

  1. Go on duty while they have good service, and select their resource.
  2. Open a job, review the details, and tap Start.
  3. Confirm pickups and drop-offs, and fill out any required forms.
  4. Slide Complete and add line items.
  5. Go off duty at the end of the shift by tapping ×.

Common first-day problems

Problem Fix
Didn't get the welcome email Check spam. If it's not there, they can tap Forgot password on the login screen to set their password instead. See Logging In and Resetting Your Password.
Can't see any jobs Check that they're on duty with the right resource, and that jobs are assigned to that resource.
Can't go on duty or start a job Check that Execute jobs is turned on in their user profile.
Location isn't tracking Location must be Always (iPhone) or Allow all the time (Android), with precise location on. See Setting Up Permissions.
Jobs won't load in the field Have them go on duty while they have good service, then minimize the app instead of closing it. See Working Outside Cell Service.
Can't find a line item Add it to Products / Services in the Admin Portal, then have them close and reopen the app.

Resources to share

  • Field Worker Guide: everything from downloading the app to completing jobs.
  • Guest Requester Guide: for your clients' contacts who request and approve your jobs (Pro).

Want help training your team? Contact your Customer Success Manager, or email support@ironsight.app.