E products
This presentation is the property of its rightful owner.
Sponsored Links
1 / 66

“E” Products PowerPoint PPT Presentation


  • 64 Views
  • Uploaded on
  • Presentation posted in: General

“E” Products. Mobile Data, eRouting, eService Jim Snyder, Peter Schwier, Susan York. What are they?. Mobile Data Electronic work tickets! A way for your technicians to record time and material in the field. Reduces duplication and transcribing mistakes. eMapping

Download Presentation

“E” Products

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


E products

“E” Products

Mobile Data, eRouting, eService

Jim Snyder, Peter Schwier, Susan York


What are they

What are they?

  • Mobile Data

    Electronic work tickets! A way for your technicians to record time and material in the field. Reduces duplication and transcribing mistakes.

  • eMapping

    Using Google Maps and one of numerous GPS providers, see where your service calls and trucks are located by clicking an icon on the dispatch board.

  • eService

    A website that your customers can log into to see the status of their tickets.


Mobile data

Mobile Data

Your Technicians

Your Server

Web Reference

Ventus

Mobile

Data

Internet

via your

cellular provider

Technician Tablet

(MD001)

Technician Laptop

(MD002)

IIS Server

Quickload

Invoices

Technician Laptop

(MD003)

Technician Tablet

(MD004)

Flow of new service

tickets to technicians

Flow of an invoice request

Flow of completed service tickets

From technicians


Mobile data tablet

Mobile Data Tablet

When a call is assigned to a tech on the dispatch board the tech will be alerted on his field unit.


E products

When he clicks on a call it will display specific information relating to the call, including ticket comments entered in dispatch and selected information from the site record. He will click on Acknowledge resulting in a status change being sent back to dispatch.


E products

Note the color changed on the dispatch board. Also, the tech is now able to start completing the ticket. He clicks on Start Travel.


E products

Note the color changed on the dispatch board. When he arrives at the site he clicks on Start Job.


E products

Note the color changed on the dispatch board.


E products

By scrolling down the screen he will see a recap of the time clocked on the call up to this point.


E products

By clicking on New Miscellaneous Revenue…


E products

… the Misc Codes you set up in Service can be accessed in the field. By clicking on Trip Charge…


E products

… you are able to add a Trip Charge to the customer’s ticket.


E products

Note how labor is calculating and the trip charge has been added.


E products

By clicking on Parts Used, New Part …


E products

A list of parts normally stocked on the truck are displayed. He can select a part by scrolling up/down the list and click on the desired part(s) or…


E products

… he can start typing in a few characters of the part number or description and all parts that contain the characters will be displayed. He will then click on the part desired.


E products

He will then click save.


E products

Note that the system knows that this is a serialized part and gives the tech a message.


E products

He enters the serial number and clicks save.


E products

Parts pricing has been added to the billing summary area.


E products

Next, the tech can click on Work Done codes.


E products

By clicking on the work done codes used they will be selected.


E products

The tech can click on Flat Rates.


E products

Flat Rate Codes will be displayed and the desired code(s) may be selected and saved.


E products

The tech clicks on Equipment if he wants to review equipment at the site.


E products

Three pieces of equipment are displayed. By clicking on a specific unit…


E products

… information from the equipment record is displayed, along with commonly used parts.


E products

By clicking on PM Inspections…


E products

Past, present and future PM’s are displayed. The tech clicks on the one desired…


E products

… and information regarding the PM is displayed.


E products

By clicking on AR History the tech is able to request the customer’s aged A/R balance.


E products

By clicking on Service History the tech is able to request detailed service history on past work tickets.


E products

These requests will be returned to the field unit in a mailbox. By clicking on any of these (such as Service Account Inquiry)…


E products

… the detail will be displayed for the number of service tickets previously requested.


E products

By clicking on Request Purchase Order…


E products

…the tech enters as few or as many characters of the vendor’s name and a request is sent back to the server for vendors who have those characters in their name.


E products

A list of vendors who have those characters in their name will be displayed for the tech. The tech clicks on the one desired…


E products

… and a request is sent to the server for the PO.


E products

The PO number is returned and tagged to the ticket.


E products

The tech can start entering ordered parts by clicking on new part. The truck’s parts list will come up for selection as if you were selecting a part for billing (in a previous screen)


E products

The billing summary is displayed. Note labor has continued to be calculated based on the time stamping. Comments can also be entered or recorded. The tech can click on Signature…


E products

…and a signature box is displayed for the customer’s signature.


E products

When the tech clicks on Complete the completed ticket can be sent back to the server. You are also able to place the call on hold, or keep the call open and send back what has been done to date.


E products

When the back office goes into Complete/Update Tickets the tickets completed in the field will display under a Review status. By clicking on a ticket…


E products

… everything done in the field will be displayed. The ticket can be edited if necessary prior to invoicing.


Emapping

eMapping


Emapping1

eMapping

Your Technicians

Your Server

Internet

Ventus

GPS Provider

GPS Service

Flow of information from technician


E products

eMapping will let you see all the ticket locations on your dispatch board on Google Maps, in addition to your vehicle locations.


E products

Your customer locations are identified as “balloons” and are color coded to represent the call status (open, travel, start,etc). When you place the cursor on a balloon it will display specific information as seen below.


E products

Your truck locations are identified as a truck. By placing the cursor on a truck it will display specific information regarding the truck.


E products

Directions to the next ticket can be acquired by clicking on a ticket …


E products

… then clicking on a truck. Directions will be displayed in the Directions panel.


E products

You can then email those directions to your technician.


E products

Most Cellular Providers have an Email to SMS gateway. This gateway will let me send an email to an AT&T customer that will be turned into a text message for his cell phone.

Other Cellular Providers have different gateways.


E products

You must use a GPS provider in order for eMapping to work. Here is a list of current providers we work with:

  • - Complete Innovations

  • - GPS Insight

  • - Network Fleet

  • - Reltima

  • - Telogis

  • - Trackem

  • - Tracking

  • - Trimble

  • - Wireless Matrix


Eservice

eService

Your Customers

Your Server

Internet

Ventus

eService Portal

eService Sync

Flow of information to customer

Flow of information from customer


E products

When the ticket is assigned it will show up on the websites as assigned.


E products

When the technician starts traveling the website will be updated to report Traveling.


E products

When the technician starts working it will report working.


E products

When the ticket is put on hold it will report that to the customer.


E products

You are able to filter what you see by clicking on the drop down and selecting fields.


E products

Within each drop down there is filter selections to choose from.


E products

In this case we filtered on the Problem Code of “PM”.


Phase two future enhancements

Phase Two (future) enhancements:

  • Let the customer create a service ticket

  • Display ticket details (labor, parts, flat rates)

  • Display site details (begin and end dates, equipment)

  • Display the customer’s account balance

  • Ability to filter a login so it can only see specific Sites and the tickets for those sites

  • Display the customer’s logo as well as the client’s logo


Questions

Questions?

“E” Products

Mobile Data, eRouting, eService

Jim Snyder, Peter Schwier, Susan York


  • Login