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How do I make Supporting Documents available to my workforce in the Motivity app?

Last Updated: Friday, July 3rd 2020

The Motivity Workforce system lets you upload documents so that they are available as reference to your field workers.

You can attach supporting documents to one or more of the following:-
  • a customer
  • a customer site
  • a specific job
This is ideal for site specific method statements, plans, instruction books etc.
At present we recommend using PDFS only.
To make these supporting documents available on the handhelds you need to create a new tab called "Supporting Documents" within the relevant job type as follows:-
Click your user name on top right
Click Company Settings
Click Job Type tab
Click on a job type you want to add this to
Under the Mobile Workflow section on right, click On Site
Now click 'add tab' button and create the new one called 'Supporting Documents'
Click on the new Supporting Documents tab and add a label in there called 'Supporting Documents'
(You can move the tab to any position in the On Site workflow to suit)
This will appear on the next job you send out.
Each document can also be categorised to further assist engineers find / filter documents on site.
You can set up document types by going into company settings -> supporting documents


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