Field Force Manager Mobile App Click Demo

1. Field Force Manager Mobile App Click Demo

2. Chapters • Day in the Field with Simon • Starting the Day: pg 4 • Executing a Job: pg 7 • Finishing the Day: pg 25 • Locations Functionality: pg 27 • Forms Functionality: pg 31 • Auto Job Create Functionality: pg 36 • Supervisor Functionality: pg 44

3. Meet Simon • 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

4. Starting the Day

5. Starts Shift and Prompted to Enter Miles

6. Enters Miles, Sees He Has 3 Jobs

7. Reviews Job Lists, Clicks on Vita

8. Reviews Job Summary, Adds to Calendar

9. Looks up Directions to the Job

10. Reviews Job Details and Starts Travel

11. Arrives at Job Site & Starts Job

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

13. Selects the Size from Catalog

14. Enters the SKU for the Hot Water Heater

15. Shows the Customer the Hot Water Heater

16. Completes the Job & is Prompted to do a Final Inspection

17. Completes the Final Inspection

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

19. Starts Survey with Customer

20. Captures Social/Contact Information

21. Scans Barcode for Warrantee

22. Captures Customer’s Signature and Can Add Detail as Well

23. Takes a Break

24. Sees There is a New Message

25. Moves On To His Next Job – Ends Shift

26. Fills Out the Odometer Form

27. Locations Functionality

28. 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

29. Clicks on the Locations Icon to See List of Locations

30. Looks Up Wal-Mart and Gets the Location

31. Mobile Forms

32. Forms 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.

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

34. Enters Expenses for Items Purchased

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

36. Auto Job Create

37. Auto Job Create 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

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

39. Next Selects the Job Time/Date

40. Then Enter the Reference Number and Payment Information

41. Next, Select the Location, Which Enters the Address

42. Assign the Priority Level

43. And, Finally Schedule the Job

44. Supervisor Functionality

45. Supervisor 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.

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

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

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

49. And at the End of the Day, Clock Everyone Out

50. End