Jonas eMobile Jonas Customer Conference Presenter – Ashley Pagliaro, Client Relations Co-Ordinator

Detailed Agenda eMobile Set up – Admin log-in  System profile  Company profiles  Technician profiles  Technician set up Tech log-in  Work orders – assigned from Jonas  Work order information  Change status of work order  Add problem, tech notes, work performed, recommendations using common phrases  Spare fields available – from Jonas  Add Labor, Material/Parts, Flat Rate, Equipment Charges, Service Items and Other Charges

Jonas eMobile System Requirements:  SQL 2008 R2 Standard Edition  Data Mart Installed  Dispatch Scheduler Installed  Jonas Version 12.3  Web Browser testing  Devices purchased (any device is compatible) Differences Between Old Mobile and eMobile:  Device agnostic  Access over the web  Customize each technician with different access  Client account balance accessible to tech  LOGO capability for summary W/O sheets 3

Jonas eMobile 4 Set up for Sending W/o Tickets from Dispatch Scheduler to eMobile 1. In eMobile ADMIN area under Technician Setup Tab ensure that the correct techs are marked as ACTIVE 2. In the Dispatch Scheduler ensure that you the W/O status indicates it is OPEN Send (Mobile) or something similar so that you can track that by status. 3. In the Dispatch Scheduler right click on a w/o appt ticket and select "Send To Mobile device" option. 4. In the Dispatch Scheduler the W/O Appt will have a new icon on it that looks like a device which indicates that it's a Mobile W/O appt that has been sent to the Mobile device for that tech

Jonas eMobile 5 Admin Login Tech Login

Jonas eMobile 6 System Profile Set Up

Jonas eMobile 7 Company Profile Set Up

Jonas eMobile 8 Technician Profile Set Up

Jonas eMobile 9 Create New Profile

Jonas eMobile 10 Technician Setup

Jonas eMobile 11

Jonas eMobile TECH LOG IN 12

Jonas eMobile Viewing work orders created by Jonas and sent to eMobile 13

Jonas eMobile Open Work Order 14

Jonas eMobile Info Screen Menu 15

Transform Your Sales & Service Operation Spare Fields Menu 16

Jonas eMobile Details Screen Menu 17

Jonas eMobile Entering Labor 18

Jonas eMobile Add Material/Parts- Inventory and Non Inventory Items 19

Jonas eMobile Add Flat Rate Details to Work Order 20

Jonas eMobile Add Equipment Charges to Work Order 21

Jonas eMobile Add Service Item Details to Work Order 22

Jonas eMobile Add Other Costs to the Work Order 23

Jonas eMobile Add New Parts details to Work Order 24 Parts Purchased option: (enter Part Description and Quantity and then click ADD)

Jonas eMobile TRUCK STOCK option: (enter Truck Stock Description and Quantity and then click ADD 25 SUB TRADE and OTHER CHARGES option: (this is a memo field that the tech can type In misc info Sub Trades or a Misc Charge)

Jonas eMobile Creating a brand new work order from eMobile 26

Jonas eMobile 27

Jonas eMobile Create a New Quote 28

Jonas eMobile History – Customer and Service Item 29

Jonas eMobile 30 History View

Jonas eMobile 31

Jonas eMobile 32

Jonas eMobile Synchronization – needed once work orders are complete 33

Jonas eMobile 34 Managed List

Jonas eMobile 35 Lists available within the Managed list – see next three images

Jonas eMobile 36

Jonas eMobile 37

38 Thank you for Attending!! Presenter – Ashley Pagliaro Client Relations Co-ordinator 2013 Customer Conference