Field Force TrackerTM The Best Way to Manage Field Service Workforce

(A Product of Rapidsoft Systems Inc.)

Princeton, Jct, NJ 08550

Phones: + 1-609 -439-4775, 1-609-356-5121

Offices: US, India, UAE

About Rapidsoft Systems Inc.

Rapidsoft Systems (http://www.rapidsoftsystems.com), a leading software development company. Established in 2006 based in NJ with Offices in the US, India and UAE.

Two Mobile Enabled Products for the Field Employee Management:

Field Force Tracker (FFT):

(http://www.fieldforcetracker.com)

FFT is designed mainly for

managing Field Service

Operation and manages whole

field service cycle.

Work Force Tracker (WFT)

(http://www.workforcetracker.net)

is designed for managing

general field operations such

as Sales, Site Installations, pick

up and delivery, and other field

operations.

http://www.rapidsoftsystems.com/http://www.fieldforcetracker.com/http://www.workforcetracker.net/

Most common customer complaint is when

a technician does not resolve the issue

first time. This may be due to not having

the right parts, tools, skills or enough time.

75%

1/3 service operations; 56% believe that ease of use for

employees is the most important

element with new technology

of all service calls require

a visit, 50% of field visits

require a service part 57%

73% consider adequate training

as the main challenge when

rolling out changes that affect

a mobile workforce

The biggest area of concern for

those in field service is workforce

management

71%

86% intend to invest in

technology to

improve their field

of respondents

use customer

satisfaction as the main metric

to measure the performance of

their field service organization

considered being able to make

real-time decisions based on

the information received as the

main priority for managing field

based operations

regard reliability of

information to be the

main concern with using

field data

20% from field service data to do their

job successfully

believe they get

the information

they need from

Field Service Report: Key General Findings

Source: Trimble Research 2014

Main Objectives of Field Service Organization

Right man - right time - right place - right costs

Maximise productivity

number of tasks scheduled

most efficient resource for each task

Ensure a high quality of service

compliance with agreed appointments & due dates

work importance

Minimise costs

travel times

waiting/idle times

overtime

FFT is desigened to help you cut costs

Tailored to the Needs of Your Industry

Access, Security & fire alarms

Automobile & Garage Equipment

IT Industry

Pesticides and Chemicals

Heating, Ventilation and Air Conditioning

Telecom and Cable industry

Property Management

Plumbing

Electrical Services

Office Equipment Repair

Business Intelligence

Asset Management

CRM

Workforce Management

Repair, Return,

Warranties

Service Parts

Inventory Management

Parts Demand Mgmt

Fulfilment Operations

Entitlements Processing

SLAs

Routing, Directions

Content Management

Escalation Support

Mobile Applications

Technician Process

Support

Preventative Maintenance

Lifecycle Management

Asset Optimization, Availability

Sources: Accenture, Gartner

Field Service Processes

Mobile Technician

Service Contracts

Call Center

Case Management

Cross-sell, Upsell

Reverse Logistics

Refurbish, Recall,

Remanufacture

Claims Processing

Skills, Territories

Scheduling

Capacity Planning

Service Management Scope

Field Force Tracker Mobile Enabled Field Service Management The Power To Transform Business

Increase Efficiency

Eliminate Paperwork

Improve Customer Service

Shorten Response Time

Increase Resource Utilization

Reduce Time to Invoice

Get Greater Control of Business

Gain Unprecedented Insight Into your Business

Optimize Stock Management

Reduce Operational Costs

Field Force Tracker Main Features

Job Scheduling

Work Order Management

Parts and Asset management

Warranty and Contract Management

Service Quotes and Invoices

Field Service Staff Management

Timesheets Management

Reports and Dashboards

Integrated VoIP telephony

CRM Customer Relations Management

Field Force Tracker Admin Dashboard

Smart Job Scheduling

Optimize resource usage and reduce operational cost.

Manual or Automatic (earliest Available Slot) Possible

Customer Requested Date or Time Windows

Possible to Consider Many Criteria's: New Job Location, Technicians skill, Their Current Locations, Their

Current and Future Jobs, Service Branch, Service Departments, and Distance From the Service Location etc.

Color Coded Job Status Unassigned, Pending, Accepted, Running, Paused, Declined

User Configured Sub-status Within A Status (Like Waiting for Parts, Waiting For Customer Confirmation etc.)

Real Time Map Tracking of Jobs and Technicians Using Native Mobile Apps (iPhone and Android)

Offered as Software As a Service (SAS) model

Scheduling Dashboard for Dispatcher

-Live Update of the Job location and Jobs -Color Coded Jobs -Simple Rescheduling of Jobs - Look Ahead or Look back 1/5/7 days with single Click - Summary Job Assignment calendar with daily, weekly or monthly look ahead and look back Views

Daily, Weekly or Monthly Calendar Views

Allows Dispatcher to Look at the Daily, Weekly, Monthly Jobs For Selected or All Field Technicians

Work Order Management Quickly Capture Job Information From The customers.

System Maintains Full History of Jobs, Clients and Employees

Search Through Jobs, Employees, Clients data

Most Information (like Client names, default times etc.) is auto filled in the Job form to save the time

Automatic Real Time Tracking of Work Order Status

Parts and Asset Management

Integrated Parts and Inventory Management & Service Asset Tracking

Attach Parts to the Work Orders, Check Inventory and Create Parts Order to the Manufacturers

Business defined Parts mark up for each part, Parts History and Billing Tracking

Track equipment information including make, manufacturer, serial numbers, installation & warranty dates & attach equipment pictures

Look-up customers based on equipment serial numbers

Attach equipment to dispatches & service agreements

Generate equipment reports based on warranties, installation dates, make, manufacturer & model

Detailed history reports Attach important equipment documents &

photos Custom fields to track information important to

your business

Parts and Asset management

Warranty & Contract Management

Contract management create, manage and store contracts and client agreements

Contacts list create a centralized data store of your clients, suppliers and contacts

Adhere to SLAs with confidence attach documentation, arrange SLAs by priority and set up automatic renewal alerts

Minimize customer downtime automate PPMs, mass schedule jobs and set multiple PPMs for one job

Deliver projects on time and on budget create estimates and sales orders and track phase, material, labour and subcontractor budgets Vs actual

Complex management of covered equipment and bills catering for multiple price lists and billing patterns

Service Contract Support

Automatic Recognition of a Clients Service Contracts

Sample Contract Management

Add Customer installed products, SLAs, Track work orders, contract payments, service history, contract expiry and contracts renewals etc.

Estimates and Invoicing

Supports Service Invoicing and Service Estimates in the Fields Using Mobile Apps

Payment processing Using Cash, Checks or Credit Cards

Running Totals of Invoices by Week, Month Years or Financial Year

Separate Auditable Payment Log and Synchronization with External Accounting Systems

Automatic or Manual reminders of Unpaid Invoices. Single Click reminder to the Clients for the pending payments

Electronic Submission and Approval of Estimates to the Clients.

Customizable Terms and Conditions, Templates For Invoices & estimates

Estimates Include Products, Parts, Services, Labor and Miscellaneous Items

Complex Billing Criteria's for Labor or Service Supported (different rate for different service areas, Mandatory Minimum Billing, Rules for Billable Time Rounding (Round Up, Down, Nearest), Selectable Rounding Interval etc.

Managing Service or New Product Estimates (Quotes)

Invoice and Payment Management

Customizable System Reports

Pre-built reports include: Job status Revenue Per Tasks Product usage Employee performance Assets Item demand Job History Client History Asset History Parts History

Extended Reports Service times SLAs Maintenance agreement costs Upsells by technician Additional services or items sold Revenue by service request Job time by technician or task

Rapidsoft Team will Add Custom Reports As Requested by the Customer

Mobile Apps - Available on iPhone/ Android

Field Technicians Can Manage Job Status in the Field

Navigation, Mapping and Location Reporting

Capture Customer Signature

Generate Estimates and Invoices in the Field

Automatic Job Assignment Notifications & More

Benefits of Mobile Apps

Impact of Mobility on Field Service Optimization

Real Time Data Flow Benefits allows to dispatch tasks to mobile workers in real time with full

location awareness

Removes uncertainty as integration of maps can help in scheduling to build sufficient travel times and with full navigation.

Live real time updates, Timesheets, Signatures and service Invoicing

Scheduling & Productivity impact: allows to adjust the schedule to the changed environment

allows to correct (some) scheduling decisions made earlier & update field staff

quick to adapt to external conditions like weather, traffic patterns accidents, etc.

Field Force Tracker Field Service Delivery

Field Force Tracker Field Service Delivery

Field Force Tracker Field Service Delivery

The End

Let us know if you have any questions.