Track jobs as they move from one work step to the next
Use mobile forms to record each work step, pass the job to the next person, and give authorized staff a current view of submitted records and open follow-up.
Map the work steps your team already follows
Start with the real handoff: a dispatcher assigns a service call, a field crew completes the job, or an operator moves a work order to the next production step. Define those steps in the web dashboard and attach the mobile form needed at each point.
Keep the instructions and fields close to the job. When the process changes, authorized staff can update the workflow and forms without asking workers to use an old paper copy.
Send the right form to the person doing the work
Office staff can prefill part of a form, assign it, and send it to the worker's mobile device. A worker can also scan the available QR code or barcode on an object to identify it and open the form for the current step.
Forms can use selection lists, checkboxes, scan fields, data checks, repeatable items, photos, and signatures. These tools reduce unnecessary typing while keeping the person responsible for checking and recording the work.
- 01Define stepsMap the people, forms, instructions, and status changes.
- 02AssignPrefill and send the work or make it available to the team.
- 03RecordComplete the job form on the mobile device.
- 04Review or correctCheck the submission and return it when details are missing.
- 05Hand offMove the record to the next field or office role.
- 06ReportSearch the submitted record or use supported output.
Hand a job from the field to the office and back
A configured form can pass between mobile devices and an office computer so each person completes the assigned part. Office staff can fill office-only fields, review the field record, or return it for correction.
The submitted record shows what the team entered. It does not mean that every handoff, alert, or approval is automatic; those steps must be set up for the workflow.
- Work order or object
- The job, project, asset, batch, or item moving through the process
- Current step
- The point in the process and the work expected there
- Mobile form
- The questions, checks, evidence, and office-only fields
- Person and time
- The available user and submission details tied to the record
- Status and next action
- Review, correction, handoff, completion, or another configured step
Find records, progress, and problem spots
Authorized staff can search submitted forms by available project, item, date, status, worker, or entered value. The records show completed work and can help a manager find a delayed step or recurring problem spot.
Use supported reports, export data as a CSV file, or create a configured PDF document. The available fields, calculations, timing, and output depend on the form and deployment.
Questions from the job
Frequently asked questions
What is mobile workflow management?
Mobile workflow management uses defined work steps and mobile forms to record who handled a job, what was completed, what information was collected, and where the job should go next.
Can a form pass between field workers and office staff?
Yes. A configured form can pass between mobile devices and an office computer so each person completes the assigned part. Office staff can also review a submission and return it for correction.
What can staff export from submitted workflow forms?
Authorized staff can use supported reports, export submitted data as a CSV file, and create configured PDF documents. The available fields and report layout depend on the form and deployment.
Talk through the work
Talk with AHG about your workflow
Tell us what your crew needs to capture. We will help map the current process and the next practical step.