Web Application Updates

Work order Overview

The work order overview for the user is now displayed using a color-coded bar.
The statuses shown below in the gradient bar are:                                                     Good standing, Visits Unpaid, Pending acceptance, No Applicants, Unassigned, Jeopardy.

The gradient bar won't appear if the user has no jobs in any of the status mentioned above other than Closed and Drafts.

Work order overview bar status is highlighted when it is hovered over, and clicking it directs the user to My Jobs with the selected filter.

The user will be taken to the Time Management page after clicking the Visit Unpaid link in the gradient bar.

Job list Count

Provided a feature that displays the number of each Job type on tabs in the Job List page.

Job Owner Filter

To make the Job Owner filter available on all Job list pages, it has been moved to the top right corner of the job list page.

The filter can be applied to any of the job list pages except Closed and Drafts.

The job count on all job list pages will be updated based on the job owner criteria.

Left Navigation Indicators

In the left navigation, introduced a feature that displays indicators for My Jobs, Messages, and Time Management.

If any jobs require user intervention, an indicator will appear on My Jobs.

If there are any unread messages, an indicator will appear on Messages.

If there are any unpaid visits, an indicator will appear in Time Management.

Eng. App: New Signup Changes.

Engineer enrollment procedures have been updated to require identity checks before users may perform work on the Field Engineer platform.

1. Signup and email verification:

The user must enter their username and password on the Let's get started screen after clicking the Signup button to begin the registration process.
The user will receive an email with a number to validate his email address before continuing to add his address and skills to his profile.

2. Address:

The engineer's profile includes the address at which they would like to be notified of any onsite jobs that were posted on the Field Engineer marketplace.

3. Skills:

Add your certificates and skills so we can alert you to any jobs that match them in the market.

The user now has two options after completing the initial steps of registration: either to continue with the on-boarding process or to search for jobs on the FieldEngineer marketplace.

The user can continue with the rest of the registration procedure after clicking Continue On-boarding.

4. Mobile Number:

Add and validate the mobile number used for job communication and account verification

5. Identity Verification:

Use the automated verification method to confirm your identity by supplying the government-issued ID as proof or manually upload the documents that show your identification.

a. Automated Identity Verification

Provide any one of the three government-issued identification documents (driver's license, ID card, or passport) to our automated system to verify your identity.

Users' profiles will be shown in accordance with the ID provided after the automated identity verification process has been successfully completed.

The user can, if necessary, change the address only if the ID used during the verification process did not include the address.

The user will have two chances to verify his identification; if the verification fails after those two chances, the user can contact customer support to fix the problem.

b. Manual Identity Verification

To begin the Manual Identity Verification, click the link. Upload the following documents, which are required:  Proof of Resident, Selfie with proof of resident and Selfie
If you need to convey any specific information on the uploaded documents, add notes.

Give your first and last names.

6. Tax:

Engineers registering from the United States must provide tax information, either as an individual or a business, in order for us to send a copy of Form 1099-MISC and report the earnings to the IRS.

7. Executive Summary:

For customers, include an executive summary to introduce yourself.

8. Customer Support:

If a user needs assistance during the registration process, they can contact support by selecting Customer support on the left navigation panel.

Eng. App: New Signup Changes.

Engineer enrollment procedures have been updated to require identity checks before users may perform work on the Field Engineer platform.

1. Signup and email verification:

The user must enter their username and password on the Let's get started screen after clicking the Signup button to begin the registration process.
The user will receive an email with a number to validate his email address before continuing to add his address and skills to his profile.

2. Address:

The engineer's profile includes the address at which they would like to be notified of any onsite jobs that were posted on the Field Engineer marketplace.

3. Skills:

Add your certificates and skills so we can alert you to any jobs that match them in the market.

The user now has two options after completing the initial steps of registration: either to continue with the on-boarding process or to search for jobs on the FieldEngineer marketplace.

The user can continue with the rest of the registration procedure after clicking Continue On-boarding.

4. Mobile Number:

Add and validate the mobile number used for job communication and account verification

5. Identity Verification:

Use the automated verification method to confirm your identity by supplying the government-issued ID as proof or manually upload the documents that show your identification.

a. Automated Identity Verification

Provide any one of the three government-issued identification documents (driver's license, ID card, or passport) to our automated system to verify your identity.

Users' profiles will be shown in accordance with the ID provided after the automated identity verification process has been successfully completed.

The user can, if necessary, change the address only if the ID used during the verification process did not include the address.

The user will have two chances to verify his identification; if the verification fails after those two chances, the user can contact customer support to fix the problem.

b. Manual Identity Verification

To begin the Manual Identity Verification, click the link. Upload the following documents, which are required:  Proof of Resident, Selfie with proof of resident and Selfie
If you need to convey any specific information on the uploaded documents, add notes.

Give your first and last names.

6. Tax:

Engineers registering from the United States must provide tax information, either as an individual or a business, in order for us to send a copy of Form 1099-MISC and report the earnings to the IRS.

7. Executive Summary:

For customers, include an executive summary to introduce yourself.

8. Customer Support:

If a user needs assistance during the registration process, they can contact support by selecting Customer support on the left navigation panel.

Engineer Mobile(Android&IOS)/Web Updates

Info Icon for the Processing transactions on the Payment List

Added info Icon for the Processing transactions on the Payment List page. If the transaction Status: "processing", shows a grey Info icon,  When user clicks on the icon, it would toggle the message section as per the design.

Payment names shown in the Payment list

In the Payment List screen,  the names of the payment system would be  displayed with some mappings.

Rename Funds to Wallet

Funds has been renamed to Wallet under the Funds Section in left navigation panel.

Add Additional Location  in profile

Engineer can add up-to 2 additional locations within the same country along with his profile address.
Any additional location added should not be within the 100 miles of his existing locations.
Engineers will have an option to filter onsite jobs in market place based on the Primary and additional locations.

Eng App: Customer Support Chat

Chat feature is introduced to support Engineers to resolve any issues in their account.

• Engineer can initiate multiple chats by clicking Customer Support in the left navigation panel.

• User can create a new Support chat by clicking on the '+' icon in the support tab.

• Once the chat is closed by the Workcenter agent, support chat will be listed in the Archived chat section in the support tab.

Display Users Identity check details on the profile page

A new block of layout for Identity Verification is added under User Profile Search details . Only Admin users can update the identity verification process.

• When the identity verification is Not Initiated , Initiate button is displayed to the Admin.

• When the identity verification is Initiated and In Progress , Reset button is displayed to the Admin.

• When the identity verification is Failed , Reset button is displayed to the Admin along with the Mark as Verified link to manually verify the identity.

• When the identity verification is Failed , Admin confirms  Mark as Verified to manually verify the identity.

• If identity verification is successful, status is updated to verified.

Reset the Max number of attempts with the change history List

A new tab Change Activity is added on the Profile Search screen.
If the number of attempts made is equal to the Max allowed attempts, we show a button to Reset the attempts.

Manage - Blocked Engineers

Blocked Engineers tab is added under Manage section.

Workcenter agent can view the  company and Engineer profiles by clicking on the Blocked by Company and Name.

New Feature - Support Chat

A Chat feature is introduced to support customers and an option for workcenter agents to view the customers profile.

Need Action

1. Will have all the Chats that are not yet accepted to any WC user.

2. WC user can select any chat and will be provided with option to Accept the chat (Assign chat to himself).

3. Once the WC agent accepts any chat, that Chat will now be removed from the Need Action tab and moved to In Progress.

In Progress

1. Lists all the Chats the current WC agent is working on.
2. User can pick any chat and communicate with the Engineer/Business.
3. WC agent can close the chat once the issue with the Engineer/Business is resolved.
4. Closed chats will now be moved from In Progress to Archived chat.

Archived

1. Lists all the closed chats that belong to the  WC agent .
2. WC agent can only view these chats for reference. No actions can be performed on these chats.

Additional location details in profile page.

Additional location details are added in the profile details page in between About and Skills .

Business Web Updates

Cash and Credit transactions

Redesigned the Cash and Credit transactions page

• Transaction table added with some new data elements and few of the existing columns(Group by Work order dropdown Credit Transactions) removed.
• Business can view all the transactions of a Work Order  in a modal window on clicking the Work order Number in the transactions list.
• User can filter transactions based on the month.

Business Web Updates

Business Web - Wire Transfer

In the “Cash Funds” section, Business is provided with the Wire Transfer option only if it is enabled from the backend.

Show Wire Transfer options for Invoice Pay action.

In the “Credit Invoice” section, Business is provided with Wire Transfer option to pay the invoices in due.

Phone number input for the Company.

FE has introduced an additional field Phone Number (Landline) input field (Optional) for all business users and Mobile Number to be optional for all other User types except Primary User in the User registration form sent via an invitation.

All users can view and edit Mobile & Phone fields in the profile section.

Registration form:

Profile Edit:

Phone number input for the Company.

· Cash has been renamed to Wallet under the Funds Section  on Left Navigation.

· Tab Cash and Available Funds label are renamed to Wallet in the Funds screen

· Available Funds in Request Refund dialog is renamed to Wallet.

Talent renamed to Engineer.

Talent has been renamed to Engineer in entire application.

Block an Engineer

FE has introduced a feature allowing Company to block an Engineer. When an Engineer is blocked by any Business/Company, jobs posted by them will not be visible in Engineer’s marketplace. Business can block an Engineer only from Applicants Tab and Job complete screen.

When a Business blocks an Engineer, all the related chats are archived except for the jobs in progress.

·        From Applicants tab, Business / Company can block an Engineer when a job is posted in the Marketplace.

·        Upon clicking Block, a dialog appears to enter comments with Confirm and cancel buttons. Business should enter comments and click on Confirm to Block an Engineer.

·        The Engineer will be listed out from the Applicants tab if job is not accepted by the Engineer.

 All the Blocked Engineers are listed under the Blocked tab in Engineers section.

Business can Unblock an Engineer by clicking the Unblock button in the Blocked tab under Engineers section.

Business can view blocked Engineer profile when clicked on View Profile in the Blocked tab.

·        Blocked label is displayed on the profile if the Engineer is blocked after accepting the job offer.

·        Business can Block an Engineer on the Job Completed screen.

Workcenter Updates

Engineer Mobile(Android/IOS)/Web Updates

Non US User-Country Change information dialog

A dialog to notify the user about deletion of all the existing payment accounts and adding the new payment accounts shows up when any non US Engineer tries to change country.

User identity Verification

(NON-US)Users have to verify their identity  to withdraw an amount. Withdraw button will disabled until ID verification is successful.

On the Payment Page, user will be provided with a click here link to initiate the identity verification .

User receives an email with the link  to complete the identity verification.

User has to follow the instructions in the email to complete the verification successfully.

Error message will be displayed on the Payment screen if identity verification is failed.

Engineer App: Resend Verification Link

User can resend the identity verification link using the resend verification link.

Transaction list layout changes

Transaction List is updated with new colored icons .

Green Icon: Earned (job’s payment), Fund Reversal, Insurance Reversal, Service Fee Reversal.

Grey Icon: Withdrawal Transfer (ACH, PayPal, Skrill, Bank Transfer, Payoneer  etc.).

FEE Icon: Platform Fee (Insurance & Service Fee which are grouped).

No Icon (Blank): Adjustment (reversal of Earned).

       Earned, Platform Fees, and Withdrawal Transfer:

 Platform Fees (Click on the ‘?’ icon to see FEE details  [Insurance & Service Fee] ):

Fund Reversal will be added to the transaction list and "!" icon will be added to the withdrawal transaction (Paypal transfer/Bank Transfer)when any withdrawal is rejected :

Adjustment , Insurance reversal and service reversal details will be added to the transaction list if  earned transaction is reversed.

Engineer Mobile/Work App Updates

Non US User-Country Change information dialog

A dialog to notify the user about deletion of all the existing payment accounts and adding the new payment accounts shows up when any non US Engineer tries to change country.

User identity Verification

(NON-US)Users have to verify their identity  to withdraw an amount. Withdraw button will disabled until ID verification is successful.

On the Payment Page, user will be provided with a click here link to initiate the identity verification .

User receives an email with the link  to complete the identity verification.

User has to follow the instructions in the email to complete the verification successfully.

Error message will be displayed on the Payment screen if identity verification is failed.

Engineer App: Resend Verification Link

User can resend the identity verification link using the resend verification link.

Transaction list layout changes

Transaction List is updated with new colored icons .

Green Icon: Earned (job’s payment), Fund Reversal, Insurance Reversal, Service Fee Reversal.

Grey Icon: Withdrawal Transfer (ACH, PayPal, Skrill, Bank Transfer, Payoneer  etc.).

FEE Icon: Platform Fee (Insurance & Service Fee which are grouped).

No Icon (Blank): Adjustment (reversal of Earned).

       Earned, Platform Fees, and Withdrawal Transfer:

·        Platform Fees (Click on the ‘?’ icon to see FEE details  [Insurance & Service Fee] ):

Fund Reversal will be added to the transaction list and "!" icon will be added to the withdrawal transaction (Paypal transfer/Bank Transfer)when any withdrawal is rejected :

Adjustment , Insurance reversal and service reversal details will be added to the transaction list if  earned transaction is reversed.

Business Web Application Updates

Funds Section Updates

The Business user can now request to refund the amount from FE account. This option is available under Funds section as Request Refund. One can request by entering Amount, Reason and submit. The user will receive an email from Field Engineer once the refund is processed.

Invoice Section updates

In the invoices generated, in both invoice view and invoice pdf, along with other workorder details Job location information is also populated.

Workcenter Updates

Business Web Application Updates

Profile section updates

The Profile option is moved to bottom of left panel above Release Notes from top right corner. In the Profile screen the user details view has changed with option to add Mobile number, uploading the profile/business logo by clicking on the images.

On Editing, the user can add or update their Mobile number.

Add Funds section updates

The view of Adding Funds through ACH/Credit Card is slightly modified with both having OTP verification step included.

Manage Users section updates

The Primary user will be displayed among the other users of the organization under Users screen highlighted in blue card. With minor changes under Create User screen role/position description.

Credit Invoice pdf download

In Credit screen, under Invoices tab, clicking on view invoice button now downloads the invoice pdf upfront while the invoice receipt is being opened in new browser tab.

Engineer Mobile(Android/IOS), Web Updates

Critical Action updates

If engineer has not verified their Mobile # and not setup any Payment method, they will be seeing relevant requests under Critical Actions upon login, which are required to be addressed for uninterrupted application functionalities.

ACH update

For US Engineers, adding Bank account now includes an additional step of verification. After submitting the Bank account details, the user will receive 2-trial deposits in 1-3 business days which needs to be entered to validated the account number and finally setup the account.

Mobile Verify Indicator

If the engineer has added their mobile number to profile but not verified, they will see the Verify indicator in About section

Change Mobile #

Engineer can change/update their mobile number added to profile.

Engineer Mobile(Android/IOS), Web Updates

Critical Action updates

If engineer has not verified their Mobile # and not setup any Payment method, they will be seeing relevant requests under Critical Actions upon login, which are required to be addressed for uninterrupted application functionalities.

ACH update

For US Engineers, adding Bank account now includes an additional step of verification. After submitting the Bank account details, the user will receive 2-trial deposits in 1-3 business days which needs to be entered to validated the account number and finally setup the account.

Mobile Verify Indicator

If the engineer has added their mobile number to profile but not verified, they will see the Verify indicator in About section

Change Mobile Number

Engineer can change/update their mobile number added to profile.

Business Web Application Updates

Profile section updates

The Profile option is moved to bottom of left panel above Release Notes from top right corner. In the Profile screen the user details view has changed with option to add Mobile number, uploading the profile/business logo by clicking on the images.

On Editing, the user can add or update their Mobile number.

Add Funds section updates

The view of Adding Funds through ACH/Credit Card is slightly modified with both having OTP verification step included.

Manage Users section updates

The Primary user will be displayed among the other users of the organization under Users screen highlighted in blue card. With minor changes under Create User screen role/position description.

Credit Invoice pdf download

In Credit screen, under Invoices tab, clicking on view invoice button now downloads the invoice pdf upfront while the invoice receipt is being opened in new browser tab.

Workcenter Updates

Engineer Mobile(Android/IOS) Updates

For Canada engineers, a new payment method called Bank Transfer is provided. This can be found with other Payment methods to setup under Payment screen.

After the Bank details are submitted and the request is processed successfully, an email will be sent to the user's registered email address from Field Engineer support. Only then it will be available as one of the accounts to withdraw funds.