mobile app click demo may 23, 2012 1. >day in the field with simon starts day: pg 4 starts job:...
TRANSCRIPT
![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:](https://reader036.vdocuments.us/reader036/viewer/2022062407/56649e615503460f94b5bd40/html5/thumbnails/1.jpg)
Mobile App Click Demo
May 23, 2012
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>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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>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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Starting the Day
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Should say 3 jobs
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Starts Shift and Prompted to Enter Miles
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Enters Miles, Sees He Has 3 Jobs
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Reviews Job Lists, Clicks on Vita
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Reviews Job Summary, Adds to Calendar
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Looks up Directions to the Job
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Reviews Job Details and Starts Travel
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Arrives at Job Site & Starts Job
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Reviews Parts Catalog with Customer to Select the Hot Water Heater for Install
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Selects the Size from Catalog
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Enters the SKU for the Hot Water Heater
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Shows the Customer the Hot Water Heater
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Completes the Job & is Prompted to do a Final Inspection
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Completes the Final Inspection
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Takes Picture of Heater and is Reminded to Conduct a Survey with the Customer
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Capture hot water heater photo
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Starts Survey with Customer
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Captures Social/Contact Information
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Scans Barcode for Warrantee
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Captures Customer’s Signature and Can Add Detail as Well
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Takes a Break
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Sees There is a New Message
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Moves On To His Next Job – Ends Shift
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Fills Out the Odometer Form
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Locations Functionality
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>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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Clicks on the Locations Icon to See List of Locations
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Looks Up Wal-Mart and Gets the Location
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Mobile Forms
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>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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Clicks on the Forms Icon to Access List of Forms & Selects Expense Forms
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Enters Expenses for Items Purchased
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Takes a Picture of the Receipt Which is Stored Within the Expense Form
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Auto Job Create
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> 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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From the Jobs Screen, Clicks on New Job and Selects Field Service as the Type
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Next Selects the Job Time/Date
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Then Enter the Reference Number and Payment Information
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Next, Select the Location, Which Enters the Address
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Assign the Priority Level
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And, Finally Schedule the Job
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Supervisor Functionality
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>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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From the Main Menu, Click on the Supervisor Icon to See the Employee List
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As a Supervisor, They Have the Ability to Clock In and Out Employees
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Plus, Can Always See the Status of Each Employee and Make Changes
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And at the End of the Day, Clock Everyone Out
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