Field app · Standard Business Central

The task, the hours and the paperwork. In the worker's pocket.

Xago Mobile is the field app for Microsoft Dynamics 365 Business Central. It reads the jobs, service orders, resources, employees, absence and qualifications you already have, and gives the person on site one list of tasks with checklists, deviation reports, hours by work type and signatures. Hours land as job or service entries in your own Business Central. For planning, Xago Order Calendar, a native Windows app, shows service orders and projects from Business Central on a calendar board.

  • Standard Business Central first Jobs, service orders, resources and employees as they already are. No parallel data model, no second system.
  • Everything captured on site Checklists, photos, notes, deviation reports and signatures, tied to the task.
  • Ready for invoicing and payroll Hours are logged on standard work types and signed by employee and customer.
01 · Task sources

Built on standard Business Central. Extended when you need it.

The task list is a view, not a silo. Xago Mobile shows work from standard jobs and service orders side by side with your own entities, and the setup decides which fields the worker sees. Xago Order Calendar adds a calendar board on top for planning service orders and projects.

Standard Business Central

Jobs

Standard Business Central jobs and job tasks. Hours logged in the app become job ledger entries the project manager already knows.

Standard Business Central

Service orders

Service technicians get their service orders as tasks, with checklists and time registration on the service item.

Your extension

Custom applications

Any custom entity in your Business Central can feed the task list. We map its fields into the task template, and the app treats it like any other task.

Optional add-on

Xago Order Calendar

A native Windows app that shows service orders and projects from Business Central per resource and employee on a calendar board, with approved absence blocked out. Plan the week there, and the app shows the result on the phone.

Start on standard jobs and service orders alone, and add Order Calendar when you want to plan them per resource and employee. A technician with service orders and a driver with projects use the same app with different templates.

02 · The app

A walkthrough, tab by tab

This is what the app looks like for the person on site. The five tabs at the bottom are Tasks, Reports, Time list, Absence and More.

01

Tasks

The Tasks tab lists everything the employee is expected to do, from every source. Opening a task shows what to do, where, and who to call.

  • Task details are a template: show the fields that matter for your operation and hide the rest
  • Call the person who ordered, the site contact or the pickup contact directly from the task
  • One tap opens the address in Google Maps and starts navigation
  • Notes go both ways: the worker writes to the office, the office writes to the worker
Xago Mobile task list with jobs for several customers
02

Documentation on site

Every task carries its own checklists, deviation reports, photos, documents and signatures. Nothing is left for the evening.

  • Unlimited checklist templates: equipment reports, safety job analysis, handover reports or anything mandatory
  • Deviation reports are checklists with a special flag, so they become HSE or quality deviations that management must close
  • Documents from the office: drawings, dispensations and permits, plus a direct link to the HSE manual
  • Photos on any checklist question, mandatory or optional; GPS coordinates on the checklist itself and on the signature of the hours
Active task in Xago Mobile with notes, lines, checklists, deviation reports, photos, documents and signatures
03

Time and work types

Press play when the work starts and stop when it ends, or add lines by hand. Every line is a standard Business Central work type with its own template and rules.

  • Machine hours, travel, internal hours, overtime, toll roads, kilometres, per diem and private or company car
  • Write off lunch with one switch and describe what was done
  • Comments on the lines explain extra time to whoever invoices; a summary and a timeline show the day
  • The employee signs, the customer signs on the same screen, and the lines are ready for approval
Time registration in Xago Mobile with work type, date, from and to time and lunch switch
04

Resources, equipment and warnings

Resources are standard in Business Central, and the app shows the resource fields you choose. Checklist answers can raise warnings on a resource, so a vehicle, a machine or a tool carries its own status. With Xago Dispatcher, resources become full machine cards with registration number and inspection dates.

  • Any field from the standard resource card, picked in the setup, without code
  • Checklist answers can trigger warnings on a resource, for example when a daily report flags the tyres
  • Warnings stay visible in the app and in the back office until someone closes them, and the checklist behind a warning opens as a PDF
  • On jobs and service orders a resource is simply the equipment on the task; with Dispatcher it also carries next EU inspection, annual service and tachograph inspection
Resource details in Xago Mobile with registration number and inspection dates

Shown with Xago Dispatcher machine fields

Also in the app

Time list

Every hour the employee has logged, filterable by date, week, month or year. Lines corrected by the office before payroll are flagged so the employee sees exactly what changed.

Absence

Standard Business Central absence registration. The employee reports, the manager approves, and approved absence is locked and blocks the day in Xago Order Calendar if you use it.

Qualifications

Qualifications from the employee card, with certificates as scanned documents. The employee can show a certificate on the spot or add a new course if that is enabled.

Map

Optional. Shows the employee's latest known position on a map, and colleagues if enabled. Only the latest coordinates are stored, on the employee card in your Business Central.

03 · From task to payroll

How a day flows through the app

The app is the front end. Business Central is the system of record. Nothing is copied between them because there is only one place the data lives.

  1. 01

    The task arrives

    A project manager creates a job task, a service order is released, or a planner places it on Xago Order Calendar. It appears in the worker's task list with the template your setup defines.

  2. 02

    Work on site

    The worker navigates to the address, fills in checklists, takes photos, reads the documents and files a deviation report if something goes wrong.

  3. 03

    Hours are signed

    Play and stop or manual lines on work types. The worker adds comments, checks the summary and signs. The customer signs on the same phone.

  4. 04

    Back office takes over

    Signed lines are approved, invoiced and posted in Business Central. Work types map to payroll codes, so payroll can be run on the period straight away.

Principle

A signed line can be corrected but never deleted. The office can change a work type or an addition before payroll, and the employee sees a flag on the line that was changed.

04 · Platform

Standard Business Central, in your pocket

Xago Mobile uses the objects your Business Central already has. We do not invent a parallel data model for the field.

Standard objects

Work types, resources, employee cards, absence registration and qualifications are all standard Business Central tables. Your reports and integrations keep working.

Templates everywhere

Task fields, machine fields, checklists, deviation reports and registration lines are templates. Change what the worker sees without changing the app.

Triggers and warnings

Define which checklist answers create a warning on a resource. Warnings live in Business Central and are closed there or from the app.

Payroll and invoicing ready

Each work type carries a payroll code. Signed hours are approved and posted to a ledger that both invoicing and payroll run from at the end of the period.

Location, with restraint

Only the latest known position is stored, on the employee card in your own environment, never on our servers. Tracking runs within working hours, the employee can switch it off, and the office can switch it off for everyone.

Android and iOS

The app runs on Android and iOS phones and tablets and connects to your Business Central online environment.

05 · FAQ

Questions we get

Ask us anything else in the form below.

Do we need Xago Dispatcher to use the app?

No. The app is built on standard Business Central jobs, service orders, resources and employees, and on custom entities in your own extensions. Xago Order Calendar is an optional native Windows app for planning service orders and projects on a calendar board. Xago Dispatcher is a separate product for crane and transport dispatch.

Can we decide which fields the worker sees on a task?

Yes. The task view is a template. Some companies hide the person who ordered and show the site contact instead, others add a pickup address. Machine fields work the same way.

What is a deviation report, and how does it differ from a checklist?

Technically it is a checklist with a deviation flag. When it is signed off it becomes an HSE or quality deviation in Business Central that management must document and close, rather than a report that is just filed.

What happens to hours after the employee signs?

They are approved in the back office, then invoiced and posted for payroll. Lines can be corrected before posting, and the employee sees a flag on every corrected line. Signed lines are never deleted.

Where is location data stored?

On the employee card in your Business Central environment, and only the latest known position. There is no history. Tracking runs in a configurable working-hours window, and the employee can turn it off or extend it for a shift.

Which work types can the worker register?

Any work type you set up in Business Central: machine hours, travel, internal time, overtime, toll roads, kilometres, per diem, private or company car. Each has its own template and rules, and a payroll code.

Get started

See it with your own tasks

Tell us where your tasks come from and how many people work in the field. We show the full flow from task to signed hours to Business Central.

  • A walkthrough of the app with tasks, checklists and time registration
  • How jobs, service orders or your custom entities feed the task list, and whether Order Calendar makes sense for planning them
  • Which templates and work types your operation needs

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