FIELDMOTION WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Today’s Agenda What is FIELDMOTION? How To Dispatch Jobs To Field Workers How To Use The Mobile APP How To Process Paperwork And Invoice The CRM Functionality The Customer Gateway Other Key Features Pricing Options? FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
What is Fieldmotion? FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016 That was a brief explanation of the FIELDMOTION system. Now I will show you the features in more detail with the help of some short videos
How To Dispatch Jobs To Field WorkersHow To Dispatch Jobs To Field Workers? FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Recap Of How To Dispatch Jobs It is very easy to create jobs There is no more need for your field workers to come back to the office to receive jobs With the aid of the Timeline and Map view, scheduling and managing jobs from the office is a lot more efficient You can plan jobs by the closest available field worker The traffic light system will highlight any overdue jobs You will always know the exact status of each job at all times Communication between the office and the field is more effective and information is more accurate FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
How to use the Mobile APP FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Recap Of Using The Mobile App You can dispatch jobs directly to your field workers mobile device You can take photographs and capture signatures You can read and capture barcodes Jobs are geo tagged, time and date stamped You can record stock used on each job You can view previous jobs in the archive You can record time on jobs You can record mileage You can view attachments e.g. manuals FIELDMOTION cuts out unnecessary journeys to and from the office You can now complete more jobs in a day On Average a field worker will save between minutes each day FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
How To Process Paperwork And Invoice FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Recap Of Processing Paperwork & Invoicing Paperwork can now be returned to the office in Real Time There is NO more need for typing, scanning or filing You no longer need to chase field workers for information You can process work much faster You can invoice customers within minutes of receiving the paperwork, improving cash flow Time is now freed up for other revenue-generating work On average admin staff WILL save between 2-3 hours each day FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Accessing Information On The CRM
Recap Of The CRM It is easy to tailor the FIELDMOTION CRM to suit your own business needs All historical customer data is easily accessible and can be retrieved with the click of a button Customer records of Jobs, Tasks, Invoices, Equipment & Contracts are all stored together in one convenient place The FIELDMOTION CRM will help make your business more efficient FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Customer Portal FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Recap Of The Customer Portal You can give your customers access to view their paperwork in real time which means faster payments to you Your customer can log in and view the status of a particular job at any time which means they do not have to contact you directly Via the Portal, your customers will be able to view any planned jobs that you have scheduled for them Your customers can view their invoices at any time allowing them to see what has been paid and what is outstanding which means more transparency Interaction between you and your customer is more efficient, thus dramatically improving your relationship with them FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Other Key Features Financials - Will give you real-time access to job costing and profitability Financials Asset Management - Allows you to schedule and record the maintenance of both customer equipment and equipment you rent out Asset Management Stock Allocation - You can record stock used on each job and track the whereabouts of stock at all times Stock Allocation Reporting - Receive Real-Time reports including jobs completed on time Reporting FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Some Questions For You... Where do you see FIELDMOTION generating savings for your company? How many office-based workers will require FIELDMOTION? How many field workers will require FIELDMOTION? FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Good News!!! You can already envision FIELDMOTION benefitting your business. Here is the pricing… FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Monthly Licence Fee (US $) LICENCES 12Months24Months36Months 0-9 $50.00$40.00$ $50.00$35.00$ $50.00$32.50$ $50.00$30.00$25.00 LICENCESSet up Fee 0-9$3, $4, $6, TBC PRICING Matrix
How We Support You We will build up to 5 forms included in the standard set up cost We will upload your Customer data We will provide training for all your staff Our Support Team is desk based & available during business hours The Team that sets up your FieldMotion database will be the same team that supports you over time You will have access to training videos & webinars 24/7 You can access the ‘Self Help’ section on the FIELDMOTION website at any time FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
What We Need From You To Get Started Complete and sign the FIELDMOTION agreement What we need from you includes: – A list of your new users and their access permissions – Your Customer data (Correct CSV Format Required) – Stock lists – Equipment and/or Rental Equipment lists *Weblinks for upload will be provided in your welcome * Delivery of the FIELDMOTION solution will take approximately 7-14 working days from the time that we have all the required information FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Contact Us Today Call us today! Alternatively Our website for FieldMotion USA: interacTech.net interacTech.net Corporate FieldMotion site: FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016
Other Features Tutorial List FIELDMOTION LTD | WORKFLOW & FIELD SERVICE MANAGEMENT SOFTWARE | 2016