Are you ready to MobiWork?

Office Workforce

State-of-the-art web-based software platform to manage & optimize your entire operations:

 

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  • Before the job:
    • Automated work order creation: online bookings, service contracts, estimates approval or via another software (Email, ERP, CRM...)
    • Complete CRM for your Customer Service Representatives (CSRs) to easily access any customer detail (address, work history, balance...)
    • Powerful scheduling & dispatching modes (drag & drop, current location for emergency, closest location in the next 7 days, skills based...)
    • Advanced work orders management (e.g. easily reassign all the work orders of a sick employee...)
    • Automated schedule creation & recurrent route planning (including support for customer constraints)
    • Route optimization for a team or a single employee (including support for more than 23 work orders per day)
  • During the job:
    • Advanced schedule visualization: current jobs status, multiple list, timeline and calendar views, one-click searches & automated refresh
    • Maps (Google Maps Premier) including live traffic conditions, planned routes of all the employees & location of unassigned work orders...
    • Automated notifications, reminders and even messages from your employees & contractors in the field
    • Real-time updates from the field: job completion, paperless & advanced mobile forms, parts used (inventory management)
    • Invoices, payments captured, estimates & sales order, expenses...
    • Easily schedule and dispatch any last minute change or additional work
    • Advanced work orders management (e.g. easily reassign all the remaining work orders when a job is taking much longer to complete...)
  • After the job:
    • Invoices management & payments processing, integration with other software such as QuickBooks, Sage, Xero...
    • Automated recurrent invoices generation & management
    • Complete customer management: customer satisfaction surveys, estimates, request for reviews & referrals, service contracts...
    • Rich analytics (live dashboards, ad hoc/automated reports, advanced search) to measure & improve every aspect of your operations:
    • - Revenues, invoices & payments, job costing, sales & technicians performance, time tracking, expenses...

      - Location tracking, historical paths visualization, automated mileage & time on site computations, customers satisfaction...

      - Time tracking, inventory, inventory movements (full traceability) & audits, complete assets management...

Customers

Automated notifications, web-based customer portal & app to delight your customers:

 

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  • Before the job:
    • Self-service online bookings & secure customer portal to request a job or place an order at any time and from anywhere
    • Automated estimates reminders & approval requests with email and text based notifications
    • Automated appointments reminders & confirmation with email and text based notifications
    • Automated "Meet your technician" & "Im on my way" & "Your technician has just arrived" email and text based notifications
  • During the job:
    • Automated "Your technician has just arrived" email and text based notifications
    • Secure and detailed paperless mobile form and PDF renderer to review & approve the job performed by the technician
    • Invoice review (paperless PDF) & approval (signature capture) on-site with payment capture & email or printed receipt
    • Estimate review (paperless PDF) & even approval (signature capture) on-site with email or printed receipt
  • After the job:
    • Automated job completion email with all the details of the work performed (including pictures, signature, location and time stamp...)
    • Self-service online portal to review history, invoices, process pending payments, approve pending estimates or request additional work
    • Complete customer satisfaction survey that are automatically sent by email & text based notifications
    • Provide reviews and referrals that are automatically sent by email & text based notifications

Mobile Workforce

Easy-to-use yet powerful mobile app for all your employees & contractors in the field:

 

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  • Before the job:
    • Install the powerful & responsive native app on any Android or Apple iOS smartphone, tablet or rugged devices
    • IChecklist to keep track of anything that needs to be completed at the beginning of a shift (time tracking, vehicle inspection form...)
    • IAutomated assets/equipment & parts load management from the warehouse (full traceability)
    • IFull communication & notifications with the office from anywhere
    • IFull communication & notifications with the office from anywhere
  • During the job:
    • One-tap action items to guide your employees in the field and to enforce consistent workflows and data collection across the entire fleet:
    • - In-transit: automatic job status update for the office, time tracking for job costing, "Im on my way" customer notification

      - Turn-by-turn navigation with live traffic conditions, estimated time of arrival, alternate routes...

      - On-site: automatic job status update for the office, time tracking for job costing, "Your technician has just arrived" customer notification

      - Installation/Repair/Inspection/Maintenance paperless mobile forms (including pictures, location, timestamps, barcode, signature...)

      - Estimate/quote management directly in the field (including full access to the products & services catalog & pricing, pictures, signature...)

      - Parts & materials used to perform the work for job costing

      - Invoicing & payment capture on-site

    • All update & information captured is automatically pushed in real-time to the office (and the app also works offline)
    • All customers information is available including contact information, job history, current balance & pending invoices if any
  • After the job:
    • Checklist to keep track of anything that needs to be completed at the end of a shift:
    • - All jobs not completed are automatically displayed for review and action

      - If needed, unload any parts or assets/equipment back to the warehouse

      - Vehicle inspection form

      - Any administrative or safety procedure (e.g. time off request, incident description...)

      - Time tracking review and sign out

Are you ready to MobiWork?