KEY Work order management Scheduling and dispatch Customer and asset management Quotes and estimates Invoice creation Built-in business reports Cloud-based, made for mobile field service automation solution for small and medium-sized businesses. How much would your revenue increase if each engineer or technician could perform one more service call every day? What would it be like to see the status of every work order and every engineer in real time? FieldAware Pro can make it happen. Designed for the unique needs of small or mid-sized businesses, FieldAware Pro provides a made-for-mobile, comprehensive, cloud-based software suite that enables companies to manage: Work orders Quotes and estimates Scheduling and dispatch Customers and their assets Invoices Time sheets 01
FieldAware Pro also includes dashboards and granular reports that provide much needed insights into business operations. And, our custom fields allow companies to tailor the software to accommodate discrete processes or track diverse information. FieldAware Pro enables companies to: 1. Mobilize the workforce: Field technicians can access information from anywhere, at any time from a smartphone or tablet. 2. Amaze customers: Executives, managers and owners can view the status of every work order in real time and use dashboards and reports to improve operations and service delivery. 3. Boost revenue: More productive field technicians mean more revenue. And Pro also promotes increased revenue through on-site quotes and estimates as well as maintenance contract tracking and enforcement. 4. Reduce costs: No paper, fewer miles driven by company vehicles and decreased Days Sales Outstanding (DSO) for receivables are just a few of the ways that FieldAware Pro helps companies save money and increase profitability. 5. Start fast: Our five step, best in class on-boarding process combined with extensive training resources ensures that companies can leverage all of FieldAware s financial and operational benefits fast. SCHEDULING & DISPATCH RIGHT TECH, RIGHT JOB, RIGHT TIME Scheduling and dispatch keep things moving in every field service operation and they drive FieldAware s software as well. FieldAware Pro features one of the industry s most advanced yet easy to use scheduling and dispatch systems. One that includes drag-and-drop job scheduling and real time visibility into the location, status and history of every job. FieldAware s Scheduler even allows companies to assign jobs to employees and contractors and filter views by location, technician(s), customer or job status. 02
Drag-and-drop work order assignments to engineers/ technicians or contractors Assign jobs directly from the work order (including crew assignment) Interactive, real-time display (Gantt Chart) of assigned (accepted and declined), started, paused and completed work orders with floating, current time indicator Map display with job location and status of work assigned (accepted or declined), started, paused or completed Views (Gantt of map) can be filtered by technician(s), location, customer, job status or job location and saved for later use Track and view scheduled versus actual job completion times for every technician and any date range (current or historical) One click access to complete work order information Create new work orders directly from the Scheduler Indicator with drop down box of queued, unassigned jobs View job status by business hours or 24 hour day View job status by day, 5 day, 7 day, month or userdefined date range Instantly reschedule or reassign work orders with drag-and-drop interface Map view displays complete job information by technician and job WORK ORDER MANAGEMENT PURGE THE PAPER Work orders form the backbone of field service operations. For many years however, paper-based forms have prevailed and fostered errors and duplications due to illegible writing and lost forms. Additionally, technicians were compelled to make frequent visits to the office to drop off the forms increasing travel time (and vehicle costs) while reducing the time available for completing jobs. FieldAware s Work Order Management (including signature sign-off), enables companies to create, edit, accept, decline, pause, complete and view work orders and quotes from anywhere, at any time electronically. With FieldAware s pre-loaded job templates, work orders can be created quickly and accurately with just a few clicks! And technicians won t have to drive back to the office when work is completed. All they have to do is tap the FieldAware s clock icon on their ios or Android device and hit the Complete button. The job is submitted automatically for invoicing. 03
Template-based work order creation with simple drop-down selections for customer, relevant customer asset(s), technician assignment, scheduling, pricing and included task(s) or item(s) (parts) Create single tasks or task groups Assign or delete work orders (one or any number) directly from the job board Create new work orders directly from the Scheduler Create new work orders from the Customer list Electronic sign-off of all and completed work orders Custom fields for creation of business specific services, tasks or items on work orders Remote work order or task creation on any ios or Android smartphone or tablet One click view of customer location directly from the job board New and active jobs automatically displayed on Dashboard Accept or decline work orders from any ios or Android smartphone or tablet View all assigned work orders (current, past, future) from any ios or Android smartphone or tablet Capture customer sign-off for tasks and work orders on any ios or Android smartphone or tablet Add additional technicians to job from any ios or Android smartphone or tablet Assign new customer assets from any ios or Android smartphone or tablet CUSTOMER MANAGEMENT UNDERSTAND YOUR CUSTOMERS NEEDS (BEFORE THEY DO!) Acquiring new customers isn t always easy (or inexpensive!). Therefore it s important to keep and grow the current customer base while pursuing new ones. FieldAware enables companies to manage and maintain the customer data that will help them recognize ways to improve their customers experience and turn them into company advocates. Advocates that will buy more and convince others to become new customers. 04
One click view of customer location, jobs, invoices and assets Manage and track all customer assets including name, model, serial number, location, area, completed or scheduled jobs and quotes Multiple location support with one-to-one or one-to many billing (bill each location separately, bill one central location for multiple remote locations) Map based view of customer location(s) Multiple contacts per location One click view of customer location directly from the job board Complete history of all customer jobs, quotes, tasks or items Generate new work order or quote directly from customer tab Custom fields for creation of customer specific information or assets Locate cusotmer information quickly and easily using drop down boxes or filter the results using search (view can be saved for later use. QUOTES GENERATE MORE REVENUE DIRECTLY FROM THE FIELD Upselling a current customer (while the tech is on-site performing other work) is one of the most cost effective ways to for field service organizations to generate more revenue. Enabling technicians to generate quotes - with associated tasks and parts - allows companies to sell more products and services to their customers at the optimal time - when they re on site with them. With FieldAware, companies can not only generate quotes in the office, technicians can create them in the field as well. And companies can determine in advance the level of quote authority to give technicians (or contractors). Technicians and contractors can have (or be barred from) the authority to: 05
Edit service cost Edit the total price (apply a discount) Add tasks to the quote Remote tasks from a quote Add parts to a quote Remove parts from a quote Quote labor rates This enables field service organizations, and their technicians, to capture more revenue from nearly every service call. Customer information automatically updated Define job type Adjust labor costs or add labor rates Add tasks using simple drop-down menu Add parts to quote Generate quotes from the office of from directly from the field on any ios or Android smartphone or tablet Electronic signature capture of quote acceptance Parts costs automatically generated Custom fields available for company specific quot information Customer location automatically displayed on map 07
INVOICING ACCELERATE CASH FLOW Large or small, cash flow is a concern for every business. It s important therefore, to generate accurate invoices and submit them to customers for payment fast. With FieldAware, companies can receive immediate acceptance of a completed job (with customer signature) from the field and then either generate an invoice using the FieldAware system, or export it to an accounting system (i.e. QuickBooks) for invoicing. Either way, FieldAware helps companies reduce the length of time required to accept, submit, and generate an invoice and submit it for payment. Invoice template with easy-to-use drop down boxes for customer and contact. Auto-fill items and labor rates (technician specific). Customer-specific discounts Upload logo for inclusion on invoice Generates pdf invoice for email or print delivery Comment field for standard or unique customer message Can include custom field items Export invoice data in QuickBooks (IIF) or Comma Separated Values (CSV) formats 08
TIME SHEETS THROW OUT THE TRADITIONAL TIME CLOCK Engineers and technicians that aren t on a job aren t generating revenue. And, if they re taking too long to complete a job, that can be a problem as well. With FieldAware, companies can keep track of how their technicians are spending their time enabling companies to reduce overtime, track technician productivity and optimize job scheduling - while still leaving time for travel, meals, breaks and other important activities. To the minute job duration tracking with actual versus scheduled completion time Average job duration Number of jobs completed Status settings that include: Travel, Meal, Break, Started, Paused, Complete User definable data ranges Data can be filtered by asset name, customer ID, customer name, customer is on hold, item name, job description, job lead name, make manufacturer, model number, serial number, task and saved for future use Data can be printed (pdf file) or exported in Comma Separated Values (CSV format for use in other applications 09
DASHBOARDS AND REPORTS MAKE THE MOST OF YOUR BUSINESS With all of the moving parts involved in a field service business, it can be a challenge to collect all the information executives and managers need to make good business decisions. And it can be even more difficult to condense that information into formats that make it easy to understand and execute on. FieldAware solves the problem. FieldAware includes a customizable dashboard and a wide variety of built-in reports that enable executives and managers to understand the current status of their business, as well as utilize historical data to improve processes, develop effective marketing campaigns and identify problems before they effect profitability. Customizable company dashboard that provides a real-time view of the business. View status of jobs and quotes, customers, assets, users, invoices, items, tasks and revenue to date Create reports using built-in templates (with user definable date ranges) on a variety of functional areas including: customers, jobs, revenue, tasks, items and assets. Reports can be printed (pdf file) or exported in Comma Separated Values (CSV) format for use in other applications Filter reports by asset name, customer ID, customer name, customer is on hold, item name, job description, job lead name, make, manufacturer, model number, serial number, task and save for future use. 10
MOBILITY MOBILIZE THE STAFF Mobility has changed how businesses operate and employees do their work. It has changed field service as well. Engineers and technicians, as well as business executives and managers, recognize the power, flexibility and instant information access that smartphones and tablets now offer. At FieldAware, we believe that mobility will reshape the field service industry. That s why our system, unlike those of many of our competitors, was conceived and made-for-mobile. Our native ios and Android apps are designed to creatively use the assets of mobile operating systems while regulating the amount of data transferred over the mobile network. The result is a fast, seamless, software system that makes it easier for technicians to do their jobs and companies to increase their profits. Native apps for ios (smartphone and tablet) and Android (smartphone and tablet) devices 10 Create customers, quotes and work orders Instant notification when a work order is assigned Map view of destination with one click to call customer (smartphone only) View customer assets and service history Add documents or photos to work orders Use smartphone voice recognition to add documents to work order Complete work orders, add notes, photos or perform other actions offline - then sync to update system when a connection is available Instantly email invoices to customers PDF document data entry (ios only) for business with customers that require paper forms 11