One App, Different Views
Every teammate installs the same EasyBiz Workflow app, but what they see is decided by the app pages you configure and the access you grant. The app's home is either a set of bottom tabs or a menu, listing just that person's pages. That is why a driver's app looks nothing like a production staffer's.
The sections below describe the main pages you can give your team.
For Drivers and Delivery Teams
My Jobs is the driver's day. It shows a map with a pin for each job and a job list below. Drivers can filter the list by job type and status, or change the date to look ahead.
Depending on how you set up the app, each job card can include:
- Directions — open the address in the phone's maps app for turn-by-turn directions.
Call or WhatsApp the customer directly.
Complete the job, or record a failed attempt with a note for the office to follow up.
Print or share a receipt for jobs that include one.
Live location is conditional. The app sends the driver's location while My Jobs is open and location access is allowed on the phone. The office can then see the driver's recent position on the logistics map. If the page is closed or location access is off, the app does not send a new position.
Job photos appear on the job card. The Photo Record page also lets staff scan an order's QR code and attach photos as proof of the item's condition at pickup or delivery.
Coordinators can also use Daily Jobs to see every job for a date, and Job Pool to see unassigned jobs waiting for a driver. These pages must be added to their app access.
For Counter and Customer Service Staff
EasyBiz Workflow has two app setups for staff who serve customers and handle orders.
Customer Service App — use Conversations to handle customer messages. Use Find Order to search or scan for an order.
B2B Agent App — use Create Order to start a new order. Use Photo Record to record item photos.
Order creation works only after the required sales channel and order steps have been set up. Payment and cancellation options appear only when they are included on the order page and the staff member has permission.
For Production Teams
Work Orders — the production queue, work order details, workload and capacity views.
Packing and completion screens — step through packing, mark steps complete manually, or scan items to complete them as they move through production.
Photo records — attach photos to an order at any production step.
For Stock Takers
Manage Inventory and Inventory Audit pages for stock management and counts.
Tote workflows — open, fill, and transfer totes for shops that track items in bins and racks.
Staying Connected
WhatsApp inbox — give selected staff the conversations pages to read and reply to customer WhatsApp messages from their phone. When a new message push notification arrives, staff can even reply straight from the notification.
Task inbox — assigned tasks with open, in-progress, and resolved states, so ad-hoc work does not live in group chats.
Push notifications — new pickup and delivery jobs notify the assigned staff; tapping the notification opens the relevant job, chat, or order.
FAQs
How do I control which staff member sees which pages?
Pages are granted per teammate as part of their access setup. See Getting the EasyBiz App for Your Team and Granting the Right Access.
Can drivers see each other's jobs?
My Jobs shows only that driver's assigned jobs. Coordinators use Daily Jobs or the Job Pool for the full picture.
Does the app work as a POS?
The app can take orders and payments, but the full point-of-sale experience — cash drawer, customer display, receipts at the counter — is EasyBiz POS. See What Is EasyBiz POS.
The app says my version is out of date.
Install the update from the App Store or Play Store — when a mandatory update is released, the app waits until you update before continuing.
What's Next
Set up your team's access in Getting the EasyBiz App for Your Team. If you run deliveries, pair the app with your dispatch setup — see Introduction to Logistics Management.