Mobile App Click Demo May 23, 2012 1. >Day in the Field with Simon Starts Day: pg 4 Starts Job: pg...
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Transcript of Mobile App Click Demo May 23, 2012 1. >Day in the Field with Simon Starts Day: pg 4 Starts Job: pg...
Mobile App Click Demo
May 23, 2012
1
>Day in the Field with Simon• Starts Day: pg 4• Starts Job: pg 11• Customer Survey: pg 19
>Locations Functionality: pg 27
>Forms Functionality: pg 31
>Auto Job Create Functionality: pg 36
>Supervisor Functionality: pg 44
Chapters
2
>HVAC Service Tech
>Brings his service vehicle home
>Checks in the main shop a few days a week to get more supplies
>Services residential and business customers
Meet Simon
3
Starting the Day
4
Should say 3 jobs
Starts Shift and Prompted to Enter Miles
5
Enters Miles, Sees He Has 3 Jobs
6
Reviews Job Lists, Clicks on Vita
7
Reviews Job Summary, Adds to Calendar
8
Looks up Directions to the Job
9
Reviews Job Details and Starts Travel
10
Arrives at Job Site & Starts Job
11
Reviews Parts Catalog with Customer to Select the Hot Water Heater for Install
12
Selects the Size from Catalog
13
Enters the SKU for the Hot Water Heater
14
Shows the Customer the Hot Water Heater
15
Completes the Job & is Prompted to do a Final Inspection
16
Completes the Final Inspection
17
Takes Picture of Heater and is Reminded to Conduct a Survey with the Customer
18
Capture hot water heater photo
Starts Survey with Customer
19
Captures Social/Contact Information
20
Scans Barcode for Warrantee
21
22
Captures Customer’s Signature and Can Add Detail as Well
Takes a Break
23
Sees There is a New Message
24
Moves On To His Next Job – Ends Shift
25
Fills Out the Odometer Form
26
Locations Functionality
27
>Allow you to import or set up a list of locations your field employees need to visit• Corporate Locations• Supply Stores• Customer Locations
>Field employees can select a location from the list, look up the address and get directions
Locations Functionality
28
Clicks on the Locations Icon to See List of Locations
29
Looks Up Wal-Mart and Gets the Location
30
Mobile Forms
31
>Office administrators can create mobile forms which can be pushed out to the field employees mobile device
>The field employee can access these forms on their mobile device, capture key customer and job information and upload the form
>That information is then sent back to the corporate office.
>Typical forms include: expenses, inspections, surveys, estimates, invoices, etc.
Forms Functionality
32
Clicks on the Forms Icon to Access List of Forms & Selects Expense Forms
33
Enters Expenses for Items Purchased
34
Takes a Picture of the Receipt Which is Stored Within the Expense Form
35
Auto Job Create
36
> In addition to receiving jobs from the office, field employees can create their own jobs.
>They can create them “on-the-fly” and start them immediately or schedule them for the future.
>Once they create and schedule the new job it will show up on their job list
Auto Job Create Functionality
37
From the Jobs Screen, Clicks on New Job and Selects Field Service as the Type
38
Next Selects the Job Time/Date
39
Then Enter the Reference Number and Payment Information
40
Next, Select the Location, Which Enters the Address
41
Assign the Priority Level
42
And, Finally Schedule the Job
43
Supervisor Functionality
44
>Gives supervisor’s the ability to clock in and out employee’s timesheets
>They can record shift start times, breaks and end times
>This is a great feature for environments at a job site, like construction, where there is a supervisor and multiple employees.
>This eliminates the need for those employees to fill out manual timesheets which have to be processed by office staff.
Supervisor Functionality
45
From the Main Menu, Click on the Supervisor Icon to See the Employee List
46
As a Supervisor, They Have the Ability to Clock In and Out Employees
47
Plus, Can Always See the Status of Each Employee and Make Changes
48
And at the End of the Day, Clock Everyone Out
49