© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 1
Part of our 3 day Ecobuild 2016 CPD Programme
Stroma Software Electronic Data Capture
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 2
Part of our 3 day Ecobuild 2016 CPD Programme
Welcome
RHI
Welcome to Stroma’s CPD session on Electronic Data Capture During this presentation we will cover: 1. About Tracker 2. Tracker on Desktop 3. Tracker Mobile
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 3
Part of our 3 day Ecobuild 2016 CPD Programme
���Tracker is a back office management system, combining a powerful work allocation tool with electronic and mobile data collection.
About Tracker
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 4
Part of our 3 day Ecobuild 2016 CPD Programme
- Comparables, Integration with Rightmove
- Property Listings , Integration with Zoopla, OntheMove
- Enhanced quotations
- Enhanced technical survey tools
- Improvements to UI
Tracker v3.6
Before July 2016
Tracker Development
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 5
Part of our 3 day Ecobuild 2016 CPD Programme
Workflow Management: ! Manage users with custom profiles,
geographical coverage and skills ! Schedule work with diary and calendar
functions
! Create custom job types
! Create custom job statuses for properties and appointments
! Input property contact information and
notes
! Attach supporting documents
! Connect office and field based staff
! Transfer data securely between the field and back office
! Store data safely in an integrated management system
! Create management information reports Customer Management: ! Tracker Online Portal access for
customers ! Create and maintain customer accounts
! Add services (including cost and VAT rates)
! Run remittance advice reports by customer or project
Tracker Software – Back Office
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 6
Part of our 3 day Ecobuild 2016 CPD Programme
Tracker Mobile contains a library of individual applications designed to assist mobile workers in the efficient, secure collection of data in the field.
! High quality digital forms ! Secure cloud data storage ! Conditional logic ! Real time data transmission from field to office ! Instant data capture ! All forms customisable ! Capture electronic customer signatures ! Lookup postcodes using PAF ! Take real-time photos with GPS and time stamps ! Sketch and annotate photos to assist with site notes ! Calculation functions ! Helpful notes explain all forms
Tracker Mobile
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 7
Part of our 3 day Ecobuild 2016 CPD Programme
! No internet connection required ! High quality digital forms ! Secure cloud data storage ! Conditional logic ! Real time data transmission from field to office ! Instant data capture ! All forms customisable ! Capture electronic customer signatures ! Lookup postcodes using PAF ! Take real-time photos with GPS and time stamps ! Sketch and annotate photos to assist with site notes ! Calculation functions ! Helpful notes explain all forms
Example forms available ! Mortgage Valuation ! Home Condition Report ! RICS Condition Report (including L2 and L3) ! RICS Homebuyer Report (including L2 and L3) ! RICS Building Survey (including L2 and L3) ! Damp & Timber Survey ! Structural Survey ! Billing Report ! Survey Checklist ! Roofing Report ! EPC/OA ! Legionella Risk Assessment ! Inventory Report (check in, check out and midterm) ! Asbestos ! Tenancy Agreement ! ID Verification for eligibility to rent ! Direct debit forms ! Landlord and tenant insurance proposals ! Gas safety ! Electrical safety
Secure data collection in the field
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 8
Part of our 3 day Ecobuild 2016 CPD Programme
! Tracker Mobile stores data securely on the mobile device ! Functions online and offline ! Configurable to transfer rich data (e.g. photos) only on Wi-Fi ! No impact on data allowance
Data management
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 9
Part of our 3 day Ecobuild 2016 CPD Programme
• ���Address data validated on entry against a Postcode Verification service (PAF).
• The flexible diary coordinates and schedules resources and site visits. Tracker is configured to allow full diary management of resources including defined postcode coverage and custom skills/qualifications.
• Bulk issue appointments with fixed appointment times that assist end users in scheduling their own site visits.
• Permission settings indicate user configurations for appointments being set for Accept/Reject, or as auto-accept status for fully controlled resources.
Diary Management
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 10
Part of our 3 day Ecobuild 2016 CPD Programme
Tracker Mobile is available on: ! Android ! iOS
! Plus – Tracker Online Portal
Cross platform
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 11
Part of our 3 day Ecobuild 2016 CPD Programme
Rightmove: • Property Listing • Comparables • Valuation Risk Rating Zoopla: • Property Listing Land Registry: • Property Sold Price • Property Type Landmark: • Address Search • EPC Lodgement • OA Lodgement
On The Market: • Property Listing EST: • Address Search • EPC Lodgement • OA Lodgement Metropix: • Floor Plan Design Royal Mail: • Postcode Address Search (PAF) M-Sciences: • Text Messaging Services
Tracker offers integration with leading third party software & service vendors.
Third Party Integration
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 12
Part of our 3 day Ecobuild 2016 CPD Programme
���1. Pre-qualification Lead Generator (Consumer based) • A simple web based
survey for customers to assess their ECO eligibility and conduct a mini energy efficiency assessment.
• Available embedded within a website or through an iPad app.
2. Booking/retrieval web
portal • Provide your client
with access to a booking point and to all completed activities, including the inventory report and EPC data.
Both enable customer and property data to be gathered and streamed directly into Tracker.
Online Portal
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 13
Part of our 3 day Ecobuild 2016 CPD Programme
Tracker features:
• Flexible pay-per-use model • Full branding for your business • Manages and stores data • Professionally presented form outputs • Industry tested and trialled
���“Stroma Certification’s software has been invaluable in equipping our field based staff with a mobile toolkit to help them advise and support our customers more effectively. Their mobile software completes a variety of activities from data collection to mobile finance applications, meaning we can offer customers a reliable and secure route to achieve improved energy efficiency in their homes. I have been impressed by the quality of software provided by Stroma as well as the professionalism of their staff in general.” Kevin Nicol, Helplink
Tracker recap
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 14
Part of our 3 day Ecobuild 2016 CPD Programme
What you can do today
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 15
Part of our 3 day Ecobuild 2016 CPD Programme
Discuss our Tracker & Tracker Mobile software
Speak to us about membership
Grab a drink from the bar
Apply to our ISO 9001 and ISO 14001 scheme at www.stroma.com
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 16
Part of our 3 day Ecobuild 2016 CPD Programme
Our 3 day Ecobuild CPD Programme Discover our other CPD sessions during Ecobuild… ! DEA Audit Masterclass ! Private Rented Sector (Legionella & Inventory) ! ISO 9001 and 14001 Certification ! Electronic Data Capture ! Group Competency Scheme ! New DEA Scheme Operating Requirements ! Plus seminars in North Gallery Room 19
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 17
Part of our 3 day Ecobuild 2016 CPD Programme
Any questions?
© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 18
Part of our 3 day Ecobuild 2016 CPD Programme
Thank you for your time 0845 621 11 11 | [email protected] www.stroma.com
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