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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement. PID# Field Force Manager Mobile App Click Demo
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.2 >Day in the Field with Simon Starting the Day: pg 4 Executing a Job: pg 7 Finishing the Day: pg 25 >Locations Functionality: pg 27 >Forms Functionality: pg 31 >Auto Job Create Functionality: pg 36 >Supervisor Functionality: pg 44 Chapters 2
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.3 >HVAC Service Tech >Brings his service vehicle home >Checks in the main shop a few days a week to get more supplies >Services residential and business customers Meet Simon 3
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.4 Starting the Day 4
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.5 Starts Shift and Prompted to Enter Miles 5
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.6 Enters Miles, Sees He Has 3 Jobs 6
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.7 Reviews Job Lists, Clicks on Vita 7
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.8 Reviews Job Summary, Adds to Calendar 8
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.9 Looks up Directions to the Job 9
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.10 Reviews Job Details and Starts Travel 10
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.11 Arrives at Job Site & Starts Job 11
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.12 Reviews Parts Catalog with Customer to Select the Hot Water Heater for Install 12
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.13 Selects the Size from Catalog 13
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.14 Enters the SKU for the Hot Water Heater 14
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.15 Shows the Customer the Hot Water Heater 15
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.16 Completes the Job & is Prompted to do a Final Inspection 16
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.17 Completes the Final Inspection 17
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.18 Takes Picture of Heater and is Reminded to Conduct a Survey with the Customer 18
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.19 Starts Survey with Customer 19
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.20 Captures Social/Contact Information 20
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.21 Scans Barcode for Warrantee 21
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.22 Captures Customer’s Signature and Can Add Detail as Well
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.23 Takes a Break 23
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.24 Sees There is a New Message 24
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.25 Moves On To His Next Job – Ends Shift 25
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.26 Fills Out the Odometer Form 26
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.27 Locations Functionality 27
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.28 >Allow you to import or set up a list of locations your field employees need to visit Corporate Locations Supply Stores Customer Locations >Field employees can select a location from the list, look up the address and get directions Locations Functionality 28
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.29 Clicks on the Locations Icon to See List of Locations 29
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.30 Looks Up Wal-Mart and Gets the Location 30
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.31 Mobile Forms 31
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.32 >Office administrators can create mobile forms which can be pushed out to the field employees mobile device >The field employee can access these forms on their mobile device, capture key customer and job information and upload the form >That information is then sent back to the corporate office. >Typical forms include: expenses, inspections, surveys, estimates, invoices, etc. Forms Functionality 32
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.33 Clicks on the Forms Icon to Access List of Forms & Selects Expense Forms 33
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.34 Enters Expenses for Items Purchased 34
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.35 Takes a Picture of the Receipt Which is Stored Within the Expense Form 35
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.36 Auto Job Create 36
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.37 >In addition to receiving jobs from the office, field employees can create their own jobs. >They can create them “on-the-fly” and start them immediately or schedule them for the future. >Once they create and schedule the new job it will show up on their job list Auto Job Create Functionality 37
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.38 From the Jobs Screen, Clicks on New Job and Selects Field Service as the Type 38
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.39 Next Selects the Job Time/Date 39
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.40 Then Enter the Reference Number and Payment Information 40
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.41 Next, Select the Location, Which Enters the Address 41
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.42 Assign the Priority Level 42
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.43 And, Finally Schedule the Job 43
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.44 Supervisor Functionality 44
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.45 >Gives supervisor’s the ability to clock in and out employee’s timesheets >They can record shift start times, breaks and end times >This is a great feature for environments at a job site, like construction, where there is a supervisor and multiple employees. >This eliminates the need for those employees to fill out manual timesheets which have to be processed by office staff. Supervisor Functionality 45
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.46 From the Main Menu, Click on the Supervisor Icon to See the Employee List 46
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.47 As a Supervisor, They Have the Ability to Clock In and Out Employees 47
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.48 Plus, Can Always See the Status of Each Employee and Make Changes 48
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.49 And at the End of the Day, Clock Everyone Out 49
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Confidential and proprietary materials for authorized Verizon personnel and outside agencies only. Use, disclosure or distribution of this material is not permitted to any unauthorized persons or third parties except by written agreement.50 End
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