mobile app click demo may 23, 2012 1. >day in the field with simon starts day: pg 4 starts job:...

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