workforceiq Job Despatch and Workforce Management software for Smartphones

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1 workforceiq Job Despatch and Workforce Management software for Smartphones

2 1 What it does workforceiq is a pioneering workforce management and mobile job despatch system. Using existing smartphones, you can digitise paper based forms and processes through bespoke workflows that you design and control. Track workers using GPS enabled smartphones and schedule and dispatch jobs to workers out in the field. Monitor and measure job progress in realtime and empower your mobile workers by providing the ability to remotely capture data, signatures, photos and more.

3 The Smartphone App Installed on your Android Smartphone The workforceiq Smartphone App, currently available for Android, can be installed onto existing phones. Once up and running, workers can receive jobs and work updates in realtime and create jobs out in the field. Bespoke workflows allow you to map your paper and processes to the workforceiq system, enabling a completely bespoke workforce management solution with no upfront costs or lengthy consultancy. Take advantage of GPS tracking, photos and videos and more. The Web App On any browser, from anywhere The workforceiq Web App is a web based tool that is used to manage an organisation s entire field service and mobile operations. Design workflows with the drag and drop workflow editor - mapping your business processes and data capture requirements in minutes. Assign and Schedule jobs to workers with the drag and drop scheduler. Close the communication loop by receiving realtime updates on job progress, PDF job sheets, realtime worker location tracking and more.

4 2 Why workforceiq? REMOVE PAPER & DIGITISING MOBILE WORKFLOWS TO MAXIMISE PRODUCTIVITY, CUT COSTS AND DELIVER MORE One of the key problems faced by enterprises of all sizes operating a mobile workforce is the communication between mobile workers carrying out jobs in the field, and back-office staff and systems. workforceiq is designed to increase the productivity and efficiency of a mobile workforce by replacing antiquated paper-based processes with digital solutions, improving the quality and speed of data collection, and providing a superior level of service to customers and partners. Field or Mobile Service Management is a critical aspect for any business operating a mobile workforce. Effective mobile workforce management and automation is key to providing excellent customer service, continued customer loyalty and compliance with Service Level Agreements. Many organisations still extensively use paper based systems including job sheets that mobile workers collect, complete and submit when back at base. Using cumbersome paper based processes holds back possible productivity and efficiency gains. Job Despatch solutions aim to replace paper based systems with PDA and Smartphone applications that can operate wirelessly in the field, receiving and sending job information in realtime between mobile workers and back-office systems. Removing the paper problem is one piece to the puzzle; organisations need solutions that can go above and beyond existing processes. Automating job delivery is the first step in many that modern businesses require; other functionality such as capturing of digital photographs, customer signatures, satellite navigation, proof of delivery, customer alerting, vehicle checks & materials and inventory management are requirements of today s mobile service management solutions. Implementing a solution should ultimately provide a strong return on investment that drives efficiences, customer retention and department profitability.

5 REMOVE PAPER Lost pieces of paper? No proof of customer delivery? Data duplication via back office staff? Increased time to invoice? Poor or missing captured data? workforceiq can eradicate these problems and issues overnight by replacing paper based forms with customisable workflows on existing Smartphones that can collect signatures, data, photos and more. PRODUCTIVITY +1 Moving to workforceiq means you can immediately realise visibility of your entire mobile workforce. Our market leading GPS tracking shows exactly where workers are using Live Mapping, allowing jobs to be sent to closest workers. By reducing the time taken to complete jobs, organisations can improve the efficiencies of the workforce - whilst keeping staff happy. Reduce time to invoice by receiving job data and information immediately and in realtime. REDUCE COSTS Implementing workforceiq means that you can prescribe the exact steps needed to carry out and complete a job - ensuring the right data is collected. Automatic location stamping of jobs and the ability to capture digital signatures helps with proof, audit and contract compliance. Data is passed automatically from worker to back office reducing the need for duplicate data entry and eradicating the possibility of mistakes in data processing. Maximise Management Visibility Business Analysis Tools Manage & Report on KPIs Live Maps for realtime location status Route analysis via Breadcrumbs Dashboards Customer Data Drill Down Management Reports

6 3 Go Paperless the workforceiq system HOW IT WORKS workforceiq is a Job Scheduling system that replaces expensive and inefficient paper based processes with digital solutions. Designed for Field Service Management, mobile workers are equipped with digital replacements for paper based forms via existing Smartphones. Organisations subsequently benefit from instant 2-way communication of data; improved data collection accuracy and opportunities to capture more information in the form of photos, video, audio and digital signatures. collect data However you want Going Paperless with workforceiq increases the type and quality of data you can collect Data is transparently sent from the workforceiq Smartphone App to the Web App where you can view it, report on it, and generate Job Sheets. Text Signatures Checkboxes Dates Pick Lists Times Photos & Videos

7 bespoke workflows Capture exactly what you want Workflows drive the data collected for each job carried out by a mobile worker. You prescribe what steps a user needs to carry out in completing a job, and what data fields need completing. drag & drop scheduling Easy Drag & Drop Dispatch Anyone can take on the role of Dispatcher with workforceiq s simple Dispatch and Scheduling tool. Simply schedule jobs by dragging them onto a worker s calendar. Move jobs to other workers if schedules change. live map Realtime View of your operations The Live Map overlays your mobile worker teams current locations alongside job locations onto the very latest digital Google Mapping. Valuable visibility of your workforce is provided through Live Maps. job despatch Dispatch Jobs to workers instantly Jobs are wirelessly and instantly available on the assigned worker s smartphone via the workforceiq App. workforceiq gives back office staff full visibility of the Job lifecycle via the Web App. navigate & create from smartphone Empower your mobile workforce Workers can tap the Navigate button direct from the Job screen in the App and their Smartphone navigation will automatically plot a route. Smartphone App users can create jobs on an ad-hoc basis direct from their phone. Make sure supplementary jobs are never missed by capturing when additional work is carried out. You can even use this feature to capture ad-hoc workflows on demand - such as Vehicle Safety Checks, Risk Assessments and more.

8 4 Keep Connected LIVE JOBS The Live Jobs display is a great way to keep track of the status of your jobs throughout the day. The powerful filtering allows you to choose the job statuses you want to receive updates for including those that are In Progress, Completed, Not Started or Rejected. The Live Jobs list displays customer details, timeslots and statuses and can be set to Auto Refresh to show updates in near real-time. JOB ALERTS The workforceiq Job Alerts system is designed to keep you, your workers and your customers informed at all times. Job Alerts can be easily setup to send customers SMS/Voice messages when workers start travelling to their location. Alerts can also be sent to managers and back office staff via whenever the status of a Job changes. And job receipts can be sent to any member of your organisation (and customers) when jobs are completed, rejected or partially completed. CHECK IN & OUT Workers can Check In and Out of workforceiq for Smartphones to indicate when they have started and stopped work. This provides proactive risk control and gives management greater visibility on the status and wellbeing of workers. Location Tracking is automatically enabled and disabled when changing status, reducing the number of steps workers need to remember and ensuring privacy outside working hours. keep up-to-date stay on top ease communication

9 JOB RECEIPTS Sent automatically to customers, finance and ops Job receipts are PDF versions of completed jobs - perfectly formatted to give to customers, and include all the job s details, its location, any captured data, signatures and photos. Voice & SMS Messaging Use workforceiq to distribute ad-hoc SMS messages to members of your mobile team, or even to customers. Send group Voice Calls and our unique text-to-speech technology will convert your message into spoken English, calling each user and reading the message aloud. Live Map Alerts with Rules & Alerts Any Alerts created by the workforceiq Web App can be placed on the Live Map - making it the epicentre of your mobile operations. Alerts are shown and updated in realtime providing organisations with immediate notification to events occurring out in the field. Rules & Alerts encompasses a flexible, easy and intuitive way to convey to the system what you are interested in being alerted to. Achieved by defining simple rules, the workforceiq Web App can then proactively notify you when conditions (e.g. job complete, worker late etc) are met - via , SMS or even automated voice calls.

10 5 Enhance Visibility LIVE WORKER MAP The Live Map overlays your workers current locations onto the very latest digital Google Mapping. Valuable visibility of your workforce is provided through Live Maps and you can filter and sort the map to monitor a subset of your workers. 1. Realtime Jobs Overlayed on the Live Map Filterable and colour coded 3. Filtering & Colour Coding Filter by group or tag Colour Code worker status 2. Street View See what users see 3D street level views 4. Places & Geofences Overlayed on the Live Map Closest worker to Lone Worker Monitoring & Location Tracking User s locations can be captured using Smartphone sensors and automatically sent to the workforceiq Web App, overlayed in real time onto the Live Map. With minimal impact to battery life, workforceiq can be configured to report a user s position on a fixed schedule or just during an emergency. Augment workforceiq with Insiris market leading Lone Worker App - SafeGuard - to provide a complete mobile working solution.

11 KEEP ON TOP OF YOUR MOBILE OPERATIONS WITH workforceiq S MANAGEMENT TOOLS Checkerboard The Live Checkerboard provides a worker-job oriented overview of your mobile operations. Managers can create powerful filters to display workers they are interested in, filtering by workers who are currently working on jobs, travelling to jobs and so forth. Vehicle Safety Checks Remain compliant with Health & Safety requirements surrounding the safety of your vehicles - even those privately owned by workers when used for business purposes. workforceiq allows bespoke Safety Checks to be created to ensure sufficient maintenance of vehicles. Completed checks can be automatically ed to back office staff and can include mileage figures, signatures and photos. Places & Geofences Manage locations, customer sites and more with the Places editor. Places and locations can be added, grouped and displayed on the Live Map along with contact details and notes. Nearest Worker To Enter a location and the nearest workers to that place will be automatically shown on the Live Map. Save on fuel, travel & provide increased customer service. Realtime Worker Status workforceiq sends a range of device information, shown on the Live Map and Checkerboard, as well as on Reports and Breadcrumbs. Battery level, mobile network Signal Strength as well as speed, altitude and heading are displayed and updated live. The workforceiq Web App also integrates with Google Street View to provide street level 3D views of worker locations.

12 6 Gain Insight DASHBOARDS & BUSINESS INSIGHTS Create your own Dashboards workforceiq s management and analytical tools - provided through Dashboards - allows complete flexibility in reporting on different aspects of your mobile operations. Widgets can be added that graph key metrics like Active Jobs, Failed Jobs % and more. Route Analysis with Breadcrumbs Back office staff can view workers location breadcrumbs, speed and directional indicators across a day on any given date - assisting with driving KPIs, improving efficiencies and contract compliance.

13 MONITOR AND MANAGE ASSETS WITH workforceiq S REPORTING SUITE Create your own Reports The workforceiq Web App offers a number of bespoke reports that can be run in line with organisation requirements. A number of varied reports including Job, Audit, Usage, Location, Alert, Last Seen, Journey and more can be run and automatically scheduled and ed to users. Schedule & Share Reports workforceiq provides you all the tools necessary to ease the burden of reporting on your mobile operations. Our reporting suite allows you to save reports - allowing for later quick one click access. And share common reports between other members of your organisation. Use the powerful scheduling criteria to automatically receive reports when you most need them - monthly, daily or even hourly! Grouping & Hierarchies Use workforceiq to represent your organisation via groups and hierarchies. Help ensure Web App users only see the workers they are responsible for - and provide management teams the global access and features needed. Timesheets Generate working day timesheets based off users Check In and Check Out times.

14 7 Features & Pricing Feature workforceiq Bespoke Workflows a Customise Job Steps & the data captured Collect Any Data a Capture Text, Signatures, Photos, Dates, Pick Lists & more Drag & Drop Scheduling a Schedule jobs to workers via a simple drag-and-drop editor Send Jobs to Workers Smartphones a Jobs are sent wirelessly to workers smartphones Live Map a Overlays workers locations and jobs - updating in realtime Navigate to Job a Workers can Navigate to Jobs from the workforceiq Smartphone App Create Jobs from your Smartphone a Use workforceiq to create ad-hoc jobs directly from smartphones Live Jobs a Show job information and statuses, updating in realtime Job Alerts a Keep informed when job statuses change - via /sms/voice Check Workers In & Out a Workers Check In and Out to indicate starting/stopping work Voice & SMS Messaging a Send SMS and text-to-speech voice messages to workers Live Map Alerts a Display & manage Alerts from the Live Map Automated Job Receipts a Distribute PDF Job Sheets display all job information & captured data Rules & Alerts a Define simple rules to receive notifications via /sms/voice Lone Worker Monitoring a Integrate with SafeGuard from Insiris for a complete worker solution Location Tracking a Sends GPS positions via the workforceiq App to the Web App Live Worker Map a Realtime, Live Google Map of your worker/job status Vehicle Safety Checks a Create and complete bespoke Vehicle Safety Checks Checkerboard a Live realtime operational overview of your workforce Places & Geofences a Find, Save & Display Places, geofences and keep-out zones Realtime Worker Status a Display and record battery, signal, speed, altitude, heading & more Nearest Worker To a Dispatch jobs to closest workers Reporting Suite a Create, Save and then Share Management Reports Breadcrumbs a View & compare route histories of where workers were Dashboards & Business Insights a Create bespoke management dashboards using a library of widgets Timesheets a Generate Timesheet reports from workers Check In/Check Outs Grouping & Hierarchies a Represent your organisation structure and assign access correctly UK Hosted, Redundant, Secure, Backed Up a UK Hosted; Redundant Systems; Hourly Backups; SSL encryption Pricing per worker, per month

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