Mobile Resource Manager: Office App
Video Player
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
Video Player
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
Video Player
Topics Covered:
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