Mobile Field Service EPICOR MOBILE FIELD SERVICE EPICOR SOFTWARE CORPORATION

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1 EPICOR MOBILE FIELD SERVICE EPICOR SOFTWARE CORPORATION Mobile Field Service Epicor Mobile Field Service is an enterprise mobility solution seamlessly integrated with Epicor 9 ERP incorporating comprehensive field service functionality in an easy-to-use application for Windows mobile devices. This solution enables you to: Receive, process, and update rosters of work orders in the field Track labor, inventory, materials and equipment in a configurable workflow Incorporate operational health and safety (OH&S), quality assurance (QA), customer approval and other checkpoints. Update work order status in real time from the field Operate online or offline Epicor 9 ERP has the ability to manage work order allocation and scheduling. With Epicor Mobile Field Service, your resources in the field and in the back office will collaborate more productively, be more responsive to customer needs, and provide superior levels of service.

2 EPICOR SOFTWARE CORPORATION Maximize Productivity Epicor Mobile Field Service is the solution for organizations which need to maximize the utilization and productivity of their field service staff. It keeps field staff focused on the job at hand delivering profitable services to your customers and takes care of the administrative tasks. Manage changes to rosters and work order allocations from the office or the field. Inventory is tracked and policies applied, including serialized components Capture use of other consumables and their costs Maintain accurate records of labor and equipment used on a work order. Mobile device provides access to historical data on assets and locations, customer relationship management data, and the ability to update or correct this information Real time updates of changes in status of Work Orders Capture compliance and regulatory data Epicor Mobile Field Service solves other key problems in field service operations including return-to-base travel time and poor access to information in the field. Epicor Mobile Field Service is used in a variety of industries including manufacturing, transportation and logistics, local governments, mining and resources, utilities, and oil and gas. According to the Aberdeen Report

3 EPICOR MOBILE FIELD SERVICE The Schedule and Dispatch module is a graphical interface that can be used to manage and control the field workforce. The Epicor Mobile Field Service main menu provides access to the key functions including work order processing and stock transfers. Workers in the field are notified as updates are complete. They can also view multiple work orders at once according to priority and status.

4 EPICOR SOFTWARE CORPORATION Architected for Efficient Field Service Epicor Mobile Field Service is much more than a simple mobile device application. The industry-proven Microsoft three-tier architecture and database synchronization technologies deliver true ERP functionality to the hands of field users with the reliability and data integrity you expect from a genuine Epicor solution. The Mobile Server distributes and collects data from each of the connected mobile devices, providing them with only the data they need to service their work orders, and collecting only the data required to complete the work order. The Mobile Server also provides the interface for the PC-based Schedule and Dispatch module. The mobile device runs its own Microsoft SQL Server Compact database, and once synchronized with the Mobile Server can operate offline and stand-alone if the connection is lost. The mobile device provides the field service staff with an easy-to-use window to the relevant functions of Epicor 9 ERP, using a configurable workflow, simple screens with easy data entry features and wizards, and sophisticated data integrity and business rule enforcement. Schedule and Dispatch Form Builder Toolkit Epicor Business Systems Epicor Senior Living Vantage and Vista iscala, Clientele ITSM, E4SE Enterprise isolutions INTRANET EXTRANET FIREWALL Remote Device Control and Diagnostics Security Audit Epicor Mobile Server SQL Server Database Windows Server Data Sync ERP/PDA INTRANET GPRS ACTIVE SYNC Braeside Road 31 Liverpool Road Canal Road km/h metres Cumberland Highway Epicor Mobile Applications Field Service seamlessly links the Epicor database to the Mobile Server database using Sync Services, built on the Microsoft Sync Framework. Integration with other databases (such as geographic information systems, asset management systems or technical references) is also supported by the Sync Framework so that all information relevant to a work order can be sent into the field securely and efficiently.

5 EPICOR MOBILE FIELD SERVICE Form Builder Toolkit The Form Builder Toolkit builds custom forms for insertion into the mobile application workflow. Customer forms configured by your system administrator or by Epicor give you the ability to tailor the Epicor Mobile Field Service solution to suit your specific requirements. Key Features At-a-Glance Mobile users need sophisticated functionality presented in a simple, easy-to-use workflow. Epicor Mobile Field Service provides powerful functionality for a variety of areas including work order processing, work order scheduling and allocation, inventory management, asset management, and CRM. Beyond this functionality, Epicor Mobile Field Service incorporates configurable workflows, integration with guide by voice navigation to an asset and integration with constraint solvers for routing/stacking/resource utilization optimizations. Work Order Processing User login and data filtering of work orders to match user profile Work order roster showing work order sequence and schedule View work order details View asset and customer history Record work order actions and results Record work order actual labor hours by resource and labor type using timesheets Capture images and attach to work order/assets Acceptance/completion signature capture with comments Simplified data entry methods, including bar code, pick lists and finger friendly features Customer-configured forms at any point in workflow with ability to populate fields from barcode scanner (optional) Alerts for new and updated work orders Configurable ability to accept/decline work orders View work order attachments Navigate to job with GPS mapping services (optional) Record work order inventory, non-inventory usage and returns, with (optional) bar code scan data entry Record asset condition and raise service request Capture compliance and other data on (optional) custom forms (e.g., QA, OH&S) Update work order status to Epicor (and optionally Schedule and Dispatch) throughout processing of work order Sophisticated searches for product, customer, and assets Remote device management and lock down (optional)

6 EPICOR SOFTWARE CORPORATION About Epicor Epicor Software (NASDAQ: EPIC) is a global leader delivering business software solutions to the manufacturing, distribution, retail, hospitality, and services industries. With 20,000 customers in over 150 countries, Epicor provides integrated ERP, CRM, SCM and enterprise retail software solutions that enable companies to drive increased efficiency and improve profitability. Celebrating 25 years of technology innovation, Epicor provides a comprehensive range of services that promote rapid return on investment and low total cost of ownership, whether operating business on a local, regional, or global scale. To learn more about Epicor please visit us at Inventory Management Edit resource and inventory allocation to Transfer inventory to work order from multiple work order warehouses/stockpiles/other vehicles Add consumables/non-inventory materials to (Near) Real-time inventory and pricelist data work order Alerts for insufficient stock in vehicle Asset Management View asset history View asset management plan (optional) View asset service schedule Capture observations on asset status CRM View customer details, site details (includes OH&S, View key point of contact information access and security) Capture updates to CRM, site and Capture sell-up opportunities, create asset information service request Work Order Allocation and Scheduling using the Dispatcher Option Create/view/edit/track work orders (including Hover for quick work order details view periodic work orders) Accept/decline/delay/suspend/broadcast work orders Search customers Assign work orders to resource groups or resources View history by asset Gantt chart view (day/week/month/year) View fleet and asset location using GPS and mapping package (optional) Search assets and asset classes Search resources and inventory products View work order and SLA status and history Apply filters to highlight exceptions Expand/collapse resource groups Integration to constraint solvers for automatic routing/stacking/resourcing (optional) Worldwide Headquarters Von Karman Avenue Suite 1000 Irvine, California USA Toll Free: Direct: Fax: Latin America and Caribbean Blvd. Antonio L. Rodriguez #1882 Int. 104 Plaza Central, Col. Santa Maria, Monterrey, Nuevo Leon, CP Mexico Phone: Fax: Europe, Middle East and Africa No. 1 The Arena Downshire Way Bracknell, Berkshire RG12 1PU United Kingdom Phone: Fax: Asia 238A Thomson Road #23-06 Novena Square Tower A Singapore Singapore Phone: Fax: Australia and New Zealand Level Miller Street North Sydney NSW 2060 Australia Phone: Fax: This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication, December However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor s standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is based on Epicor s current understanding of such laws and requirements. All laws and requirements are subject to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e. where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Copyright Epicor Software Corporation All rights reserved. Job #505.