1. Mobile App Click Demo May 23, 2012 1

2. >Day in the Field with Simon Starts Day: pg 4 Starts Job: pg 11 Customer Survey: pg 19 >Locations Functionality: pg 27Locations Functionality: pg 27 >Forms Functionality: pg 31Forms Functionality: pg 31 >Auto Job Create Functionality: pg 36Auto Job Create Functionality: pg 36 >Supervisor Functionality: pg 44Supervisor Functionality: pg 44 Chapters 2

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

4. Starting the Day 4 Should say 3 jobs

5. Starts Shift and Prompted to Enter Miles 5

6. Enters Miles, Sees He Has 3 Jobs 6

7. Reviews Job Lists, Clicks on Vita 7

8. Reviews Job Summary, Adds to Calendar 8

9. Looks up Directions to the Job 9

10. Reviews Job Details and Starts Travel 10

11. Arrives at Job Site & Starts Job 11

12. Reviews Parts Catalog with Customer to Select the Hot Water Heater for Install 12

13. Selects the Size from Catalog 13

14. Enters the SKU for the Hot Water Heater 14

15. Shows the Customer the Hot Water Heater 15

16. Completes the Job & is Prompted to do a Final Inspection 16

17. Completes the Final Inspection 17

18. Takes Picture of Heater and is Reminded to Conduct a Survey with the Customer 18 Capture hot water heater photo

19. Starts Survey with Customer 19

20. Captures Social/Contact Information 20

21. Scans Barcode for Warrantee 21

22. 22 Captures Customer’s Signature and Can Add Detail as Well

23. Takes a Break 23

24. Sees There is a New Message 24

25. Moves On To His Next Job – Ends Shift 25

26. Fills Out the Odometer Form 26

27. Locations Functionality 27

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

29. Clicks on the Locations Icon to See List of Locations 29

30. Looks Up Wal-Mart and Gets the Location 30

31. Mobile Forms 31

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

33. Clicks on the Forms Icon to Access List of Forms & Selects Expense Forms 33

34. Enters Expenses for Items Purchased 34

35. Takes a Picture of the Receipt Which is Stored Within the Expense Form 35

36. Auto Job Create 36

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

38. From the Jobs Screen, Clicks on New Job and Selects Field Service as the Type 38

39. Next Selects the Job Time/Date 39

40. Then Enter the Reference Number and Payment Information 40

41. Next, Select the Location, Which Enters the Address 41

42. Assign the Priority Level 42

43. And, Finally Schedule the Job 43

44. Supervisor Functionality 44

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

46. From the Main Menu, Click on the Supervisor Icon to See the Employee List 46

47. As a Supervisor, They Have the Ability to Clock In and Out Employees 47

48. Plus, Can Always See the Status of Each Employee and Make Changes 48

49. And at the End of the Day, Clock Everyone Out 49