May 6, 2016

Webinars

Mobile Resource Manager: Office App

Topics Covered:

  • Resources (Employees, Equipment & Subcontractors) with Skill Sets
  • Customers, Locations & Location Equipment
  • Proposals/Estimates/Quotes, Work Orders & Invoices
  • Service Calls & Quick Calls (Service Call & Appointment)
  • Single & Multiple Appointments
  • Accounting Interface

Mobile Resource Manager: Field App

Topics Covered:

  • Main Lists - My Appointments, All Appointments, Customers
  • Service Calls including Work Requested
  • Customers & Locations including mapping and downloading, History, and Location Equipment
  • Appointment info - Scheduled Date/Time, Resources required (Technicians, Trucks, etc.), Start Time, Stop Time, Work Performed, Phases, Status Codes including Follow-up
  • Charges (including Parts linked to Location Equipment)
  • Pictures & other external files (Excel or PDF checklist) Android only
  • Customer & Technician Signatures
  • Customer Email Receipts with attachments

Mobile Resource Manager: Office & Field Apps

Office App

  • Resources (Employees, Equipment & Subcontractors) with Skill Sets
  • Customers, Locations & Location Equipment
  • Proposals/Estimates/Quotes, Work Orders & Invoices
  • Service Calls & Quick Calls (Service Call & Appointment)
  • Single & Multiple Appointments
  • Accounting Interface

Field App

  • Main Lists - My Appointments, All Appointments, Customers
  • Service Calls including Work Requested
  • Customers & Locations including mapping and downloading, History, and Location Equipment
  • Appointment info - Scheduled Date/Time, Resources required (Technicians, Trucks, etc.), Start Time, Stop Time, Work Performed, Phases, Status Codes including Follow-up
  • Charges (including Parts linked to Location Equipment)
  • Pictures & other external files (Excel or PDF checklist) Android only
  • Customer & Technician Signatures
  • Customer Email Receipts with attachments
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