2. synchroteam product tour

12
2014 - Synchroteam ® 14 Day Free Trail available at http:// www.synchroteam.com Manage your mobile workforce with Synchroteam.com Intuitive and Affordable Cloud Field Service Management Solution Product Tour

description

Control your mobile workforce today with Synchroteam: Optimize costs, dispatch, scheduling and reporting with our enterprise cloud based Field Service Management solution.

Transcript of 2. synchroteam product tour

Page 1: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Manage your mobile workforce with Synchroteam.comIntuitive and Affordable Cloud Field Service Management Solution

Product Tour

Page 2: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Schedule & Dispatch : Dispatch Quickly, and efficiently

With a complete view of any day's operations, you can instantly see who is booked when and for how long. With resize, drag and drop capability, it only takes a few seconds to perform job scheduling and assignement. You can even re-assign jobs or change their duration by dragging them over to a different technician, and stretching them to match the correct duration.

Don't forget that you and your technicians see the same information at all times - it is continually updated. Our smart refresh technology will let you know as soon as a change has occured and update the display accordingly.

Page 3: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Scheduling Optimization : ScheduleAssist

ScheduleAssist is our little bit of magic.

You can define required skills for your job types, and define the same skills for your technicians. This helps scheduleAssist suggest time slots for qualified personnel.

To get even better suggestions, make sure you provide a start address for everyone in your team. ScheduleAssist will be able to find the person that is closest to your next job.

Page 4: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Job Management : searchable Job listing

Keeping your jobs database well organized is key.

Rather than provide a single screen with a long list of jobs, we separate them into buckets that correspond to their current status: Today's jobs, late, upcoming, recurring and jobs that still need to be scheduled.All listings are instantly searchable and sortable: you will never waste time looking for the job you need to manage.

Page 5: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Customer Management

To keep things familiar, our customer database follows that same interface and format as the jobs database.

Also, we understand that you likely have client lists in other places. On top of being easy and quick to use, our client database allows you to import or export client data.

Page 6: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Mapping

Knowing your mobile staff's location and planned routes in real time is vital information.

Time and time again, businesses like yours need to deal with customer emergencies that require quick and swift action - How are you supposed to send someone over quickly when you don't know where everyone is?

Our map view provides you with a very quick answer.

Page 7: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Job Reporting

We don't pretend to know how you want technicians to report on work completed.

That is why we provide you with a fully customizable job reporting facility. You can have 2 job report templatesor you can have 257.

Every report model will have the data you need to evaluate and understand your business operations.

Page 8: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Invoicing

In Synchroteam we ensure that you have all the information needed to build estimates and invoices, right from the field.

All this information will be available at your fingertips to be converted into quotations or invoices that can be sent directly to customers, or synchronised with third party applications. You are also free to edit or create line items as required.

Page 9: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Customizing

Synchroteam.com provides a wealth of configuration options. In fact, the list of settings has grown over the years, as our clients requested that more and more things be configurable.

Going through all the options would likely require another product tour altogether - we figure you've probably had enough for now.

Page 10: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Mobile client for iOS, Android, BlackBerry

• Login screen : for Field Worker identification• Main menu : your daily activity at a glance

Page 11: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Mobile interface : iOS, Android, BlackBerry

• Job listing : complete job summary with colour indicators for instant understanding• Job’s detail : to access details and to complete job template with signature and photo

capture

Page 12: 2. synchroteam   product tour

2014 - Synchroteam® 14 Day Free Trail available at http://www.synchroteam.com

Synchroteam

66bis avenue Victor Cresson

92130 Issy-Les-Moulineaux

France

Tel : +33 1 41 09 94 80

Web site : www.synchroteam.com

Support : support.synchroteam.com

To contact us