Sample Contract Management
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Field Force TrackerTM The Best Way to Manage Field Service Workforce
(A Product of Rapidsoft Systems Inc.)
Princeton, Jct, NJ 08550
Phones: + 1-609 -439-4775, 1-609-356-5121
Offices: US, India, UAE
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About Rapidsoft Systems Inc.
Rapidsoft Systems (http://www.rapidsoftsystems.com), a leading software development company. Established in 2006 based in NJ with Offices in the US, India and UAE.
Two Mobile Enabled Products for the Field Employee Management:
Field Force Tracker (FFT):
(http://www.fieldforcetracker.com)
FFT is designed mainly for
managing Field Service
Operation and manages whole
field service cycle.
Work Force Tracker (WFT)
(http://www.workforcetracker.net)
is designed for managing
general field operations such
as Sales, Site Installations, pick
up and delivery, and other field
operations.
http://www.rapidsoftsystems.com/http://www.fieldforcetracker.com/http://www.workforcetracker.net/
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Most common customer complaint is when
a technician does not resolve the issue
first time. This may be due to not having
the right parts, tools, skills or enough time.
75%
1/3 service operations; 56% believe that ease of use for
employees is the most important
element with new technology
of all service calls require
a visit, 50% of field visits
require a service part 57%
73% consider adequate training
as the main challenge when
rolling out changes that affect
a mobile workforce
The biggest area of concern for
those in field service is workforce
management
71%
86% intend to invest in
technology to
improve their field
of respondents
use customer
satisfaction as the main metric
to measure the performance of
their field service organization
considered being able to make
real-time decisions based on
the information received as the
main priority for managing field
based operations
regard reliability of
information to be the
main concern with using
field data
20% from field service data to do their
job successfully
believe they get
the information
they need from
Field Service Report: Key General Findings
Source: Trimble Research 2014
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Main Objectives of Field Service Organization
Right man - right time - right place - right costs
Maximise productivity
number of tasks scheduled
most efficient resource for each task
Ensure a high quality of service
compliance with agreed appointments & due dates
work importance
Minimise costs
travel times
waiting/idle times
overtime
FFT is desigened to help you cut costs
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Tailored to the Needs of Your Industry
Access, Security & fire alarms
Automobile & Garage Equipment
IT Industry
Pesticides and Chemicals
Heating, Ventilation and Air Conditioning
Telecom and Cable industry
Property Management
Plumbing
Electrical Services
Office Equipment Repair
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Business Intelligence
Asset Management
CRM
Workforce Management
Repair, Return,
Warranties
Service Parts
Inventory Management
Parts Demand Mgmt
Fulfilment Operations
Entitlements Processing
SLAs
Routing, Directions
Content Management
Escalation Support
Mobile Applications
Technician Process
Support
Preventative Maintenance
Lifecycle Management
Asset Optimization, Availability
Sources: Accenture, Gartner
Field Service Processes
Mobile Technician
Service Contracts
Call Center
Case Management
Cross-sell, Upsell
Reverse Logistics
Refurbish, Recall,
Remanufacture
Claims Processing
Skills, Territories
Scheduling
Capacity Planning
Service Management Scope
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Field Force Tracker Mobile Enabled Field Service Management The Power To Transform Business
Increase Efficiency
Eliminate Paperwork
Improve Customer Service
Shorten Response Time
Increase Resource Utilization
Reduce Time to Invoice
Get Greater Control of Business
Gain Unprecedented Insight Into your Business
Optimize Stock Management
Reduce Operational Costs
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Field Force Tracker Main Features
Job Scheduling
Work Order Management
Parts and Asset management
Warranty and Contract Management
Service Quotes and Invoices
Field Service Staff Management
Timesheets Management
Reports and Dashboards
Integrated VoIP telephony
CRM Customer Relations Management
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Field Force Tracker Admin Dashboard
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Smart Job Scheduling
Optimize resource usage and reduce operational cost.
Manual or Automatic (earliest Available Slot) Possible
Customer Requested Date or Time Windows
Possible to Consider Many Criteria's: New Job Location, Technicians skill, Their Current Locations, Their
Current and Future Jobs, Service Branch, Service Departments, and Distance From the Service Location etc.
Color Coded Job Status Unassigned, Pending, Accepted, Running, Paused, Declined
User Configured Sub-status Within A Status (Like Waiting for Parts, Waiting For Customer Confirmation etc.)
Real Time Map Tracking of Jobs and Technicians Using Native Mobile Apps (iPhone and Android)
Offered as Software As a Service (SAS) model
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Scheduling Dashboard for Dispatcher
-Live Update of the Job location and Jobs -Color Coded Jobs -Simple Rescheduling of Jobs - Look Ahead or Look back 1/5/7 days with single Click - Summary Job Assignment calendar with daily, weekly or monthly look ahead and look back Views
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Daily, Weekly or Monthly Calendar Views
Allows Dispatcher to Look at the Daily, Weekly, Monthly Jobs For Selected or All Field Technicians
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Work Order Management Quickly Capture Job Information From The customers.
System Maintains Full History of Jobs, Clients and Employees
Search Through Jobs, Employees, Clients data
Most Information (like Client names, default times etc.) is auto filled in the Job form to save the time
Automatic Real Time Tracking of Work Order Status
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Parts and Asset Management
Integrated Parts and Inventory Management & Service Asset Tracking
Attach Parts to the Work Orders, Check Inventory and Create Parts Order to the Manufacturers
Business defined Parts mark up for each part, Parts History and Billing Tracking
Track equipment information including make, manufacturer, serial numbers, installation & warranty dates & attach equipment pictures
Look-up customers based on equipment serial numbers
Attach equipment to dispatches & service agreements
Generate equipment reports based on warranties, installation dates, make, manufacturer & model
Detailed history reports Attach important equipment documents &
photos Custom fields to track information important to
your business
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Parts and Asset management
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Warranty & Contract Management
Contract management create, manage and store contracts and client agreements
Contacts list create a centralized data store of your clients, suppliers and contacts
Adhere to SLAs with confidence attach documentation, arrange SLAs by priority and set up automatic renewal alerts
Minimize customer downtime automate PPMs, mass schedule jobs and set multiple PPMs for one job
Deliver projects on time and on budget create estimates and sales orders and track phase, material, labour and subcontractor budgets Vs actual
Complex management of covered equipment and bills catering for multiple price lists and billing patterns
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Service Contract Support
Automatic Recognition of a Clients Service Contracts
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Sample Contract Management
Add Customer installed products, SLAs, Track work orders, contract payments, service history, contract expiry and contracts renewals etc.
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Estimates and Invoicing
Supports Service Invoicing and Service Estimates in the Fields Using Mobile Apps
Payment processing Using Cash, Checks or Credit Cards
Running Totals of Invoices by Week, Month Years or Financial Year
Separate Auditable Payment Log and Synchronization with External Accounting Systems
Automatic or Manual reminders of Unpaid Invoices. Single Click reminder to the Clients for the pending payments
Electronic Submission and Approval of Estimates to the Clients.
Customizable Terms and Conditions, Templates For Invoices & estimates
Estimates Include Products, Parts, Services, Labor and Miscellaneous Items
Complex Billing Criteria's for Labor or Service Supported (different rate for different service areas, Mandatory Minimum Billing, Rules for Billable Time Rounding (Round Up, Down, Nearest), Selectable Rounding Interval etc.
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Managing Service or New Product Estimates (Quotes)
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Invoice and Payment Management
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Customizable System Reports
Pre-built reports include: Job status Revenue Per Tasks Product usage Employee performance Assets Item demand Job History Client History Asset History Parts History
Extended Reports Service times SLAs Maintenance agreement costs Upsells by technician Additional services or items sold Revenue by service request Job time by technician or task
Rapidsoft Team will Add Custom Reports As Requested by the Customer
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Mobile Apps - Available on iPhone/ Android
Field Technicians Can Manage Job Status in the Field
Navigation, Mapping and Location Reporting
Capture Customer Signature
Generate Estimates and Invoices in the Field
Automatic Job Assignment Notifications & More
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Benefits of Mobile Apps
Impact of Mobility on Field Service Optimization
Real Time Data Flow Benefits allows to dispatch tasks to mobile workers in real time with full
location awareness
Removes uncertainty as integration of maps can help in scheduling to build sufficient travel times and with full navigation.
Live real time updates, Timesheets, Signatures and service Invoicing
Scheduling & Productivity impact: allows to adjust the schedule to the changed environment
allows to correct (some) scheduling decisions made earlier & update field staff
quick to adapt to external conditions like weather, traffic patterns accidents, etc.
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Field Force Tracker Field Service Delivery
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Field Force Tracker Field Service Delivery
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Field Force Tracker Field Service Delivery
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The End
Let us know if you have any questions.