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Field Force Manager Mobile App Click Demo. 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.
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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
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
Reviews Parts Catalog with Customer to Select the Hot Water Heater for Install
Takes Picture of Heater and is Reminded to Conduct a Survey with the Customer
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
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.
Clicks on the Forms Icon to Access List of Forms & Selects Expense Forms
Takes a Picture of the Receipt Which is Stored Within the Expense Form
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
From the Jobs Screen, Clicks on New Job and Selects Field Service as the Type
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.
From the Main Menu, Click on the Supervisor Icon to See the Employee List
As a Supervisor, They Have the Ability to Clock In and Out Employees
Plus, Can Always See the Status of Each Employee and Make Changes