“E” Products Mobile Data, eRouting, eService Jim Snyder, Peter Schwier, Susan York

“E” ProductsMobile Data, eRouting, eServiceJim Snyder, Peter Schwier, Susan York

What are they?

• Mobile DataElectronic work tickets! A way for your technicians to

record time and material in the field. Reduces duplication and transcribing mistakes.

• eMappingUsing 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.

• eServiceA website that your customers can log into to see the

status of their tickets.

Mobile Data

Your Server

Ventus MobileData

IIS ServerQuickloadInvoices

Web Reference

Internetvia your

cellular provider

Your Technicians

Technician Tablet

(MD001)

Technician Laptop

(MD002)

Technician Laptop

(MD003)

Technician Tablet

(MD004)

Flow of new service tickets to techniciansFlow of an invoice requestFlow of completed service ticketsFrom technicians

Mobile Data Tablet

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

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.

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

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

Note the color changed on the dispatch board.

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

By clicking on New Miscellaneous Revenue…

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

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

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

By clicking on Parts Used, New Part …

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…

… 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.

He will then click save.

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

He enters the serial number and clicks save.

Parts pricing has been added to the billing summary area.

Next, the tech can click on Work Done codes.

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

The tech can click on Flat Rates.

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

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

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

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

By clicking on PM Inspections…

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

… and information regarding the PM is displayed.

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

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

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

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

By clicking on Request Purchase Order…

…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.

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

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

The PO number is returned and tagged to the ticket.

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)

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…

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

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.

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…

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

eMapping

eMapping

Your Server

Ventus

GPS Service

Internet

Your Technicians

Flow of information from technician

GPS Provider

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

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.

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

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

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

You can then email those directions to your technician.

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.

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

Your Server

Ventus

eService Sync

Internet

Your Customers

Flow of information to customerFlow of information from customer

eService Portal

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

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

When the technician starts working it will report working.

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

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

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

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

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?“E” ProductsMobile Data, eRouting, eServiceJim Snyder, Peter Schwier, Susan York