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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Mobile App Click Demo May 23, 2012 1

Transcript of Mobile App Click Demo May 23, 2012 1. >Day in the Field with Simon Starts Day: pg 4 Starts Job: pg...

Page 1: 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:

Mobile App Click Demo

May 23, 2012

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Page 2: 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:

>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

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Page 3: 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:

>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

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Page 4: 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:

Starting the Day

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Should say 3 jobs

Page 5: 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:

Starts Shift and Prompted to Enter Miles

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Page 6: 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:

Enters Miles, Sees He Has 3 Jobs

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Page 7: 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:

Reviews Job Lists, Clicks on Vita

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Page 8: 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:

Reviews Job Summary, Adds to Calendar

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Page 9: 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:

Looks up Directions to the Job

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Page 10: 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:

Reviews Job Details and Starts Travel

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Page 11: 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:

Arrives at Job Site & Starts Job

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Page 12: 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:

Reviews Parts Catalog with Customer to Select the Hot Water Heater for Install

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Page 13: 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:

Selects the Size from Catalog

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Page 14: 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:

Enters the SKU for the Hot Water Heater

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Page 15: 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:

Shows the Customer the Hot Water Heater

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Page 16: 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:

Completes the Job & is Prompted to do a Final Inspection

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Page 17: 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:

Completes the Final Inspection

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Page 18: 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:

Takes Picture of Heater and is Reminded to Conduct a Survey with the Customer

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Capture hot water heater photo

Page 19: 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:

Starts Survey with Customer

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Page 20: 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:

Captures Social/Contact Information

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Page 21: 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:

Scans Barcode for Warrantee

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Captures Customer’s Signature and Can Add Detail as Well

Page 23: 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:

Takes a Break

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Page 24: 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:

Sees There is a New Message

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Page 25: 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:

Moves On To His Next Job – Ends Shift

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Page 26: 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:

Fills Out the Odometer Form

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Page 27: 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:

Locations Functionality

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Page 28: 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:

>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

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Page 29: 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:

Clicks on the Locations Icon to See List of Locations

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Page 30: 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:

Looks Up Wal-Mart and Gets the Location

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Page 31: 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:

Mobile Forms

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Page 32: 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:

>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

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Page 33: 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:

Clicks on the Forms Icon to Access List of Forms & Selects Expense Forms

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Page 34: 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:

Enters Expenses for Items Purchased

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Page 35: 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:

Takes a Picture of the Receipt Which is Stored Within the Expense Form

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Page 36: 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:

Auto Job Create

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Page 37: 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:

> 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

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Page 38: 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:

From the Jobs Screen, Clicks on New Job and Selects Field Service as the Type

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Page 39: 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:

Next Selects the Job Time/Date

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Page 40: 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:

Then Enter the Reference Number and Payment Information

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Page 41: 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:

Next, Select the Location, Which Enters the Address

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Page 42: 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:

Assign the Priority Level

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Page 43: 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:

And, Finally Schedule the Job

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Page 44: 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:

Supervisor Functionality

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Page 45: 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:

>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

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Page 46: 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:

From the Main Menu, Click on the Supervisor Icon to See the Employee List

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Page 47: 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:

As a Supervisor, They Have the Ability to Clock In and Out Employees

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Page 48: 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:

Plus, Can Always See the Status of Each Employee and Make Changes

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Page 49: 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:

And at the End of the Day, Clock Everyone Out

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