MobileMax - 1-2

MobileMax
For companies on the move
What is MobileMax ?
MobileMax is our Mobile function that resides in our ServiceMax software.
Once activated, it allows a field engineer to receive work from their office and
complete engineer reports, statutory forms and capture signatures as
required, in real time.
Our latest MobileMax Pro module works with Android 2.x and Windows
Mobile 6.x operating systems, both in and out of mobile network signal.
Once jobs are completed they are uploaded automatically to the office.
e.g. Typical PDA are HTC’s Sensation & Samsung’s Galaxy S2 etc.
iPhone users are currently supported using our MobileMax Lite solution
whilst in signal only.
Forms such as CP12 or CD11, PAT, Smoke/CO detectors are included on
the PDA. Material used/requirements, payment collections and raising Adhoc
workorders can also be undertaken by engineers if so authorised.
Route planning for the Android PDA user is a new & useful link
MobileMax Business Benefits
Manage work allocation to field staff, tracking work
progress and job completion in real time: Improves customer communications & satisfaction
 Maximises utilisation of workforce
• Even in a small company with 5 field engineers, one extra call at £80 per
engineer per day as a result of increased efficiency could mean up to £8,000
additional turnover per month
• Office staff handle completed work within seconds; smoother workflow
 Costs reduction
• Reduces wasted time and the number of phone calls that are normally
needed to notify field engineers of new jobs or changes
 Improves job satisfaction
• Depot visits minimised for field workers at both ends of day
• Less disruption for Office staff
 Improved Cash flow and supports field payment collection
MobileMax Business Benefits
Reduced costs and Improved cash flow
 Increases speed to invoice completed jobs
 Minimises delay in parts ordering and work re-planning
 Maximises throughput of call centre staff (and improves their working
conditions)
 Reduces office paperwork by removing printed worksheets
 Engineers have the facility to verify customer’s details whilst operating
out of hours working & raise adhoc orders
 Engineers may ring the customer using the MMax Pro Out dialler
function
 Adhoc raised work order details are simply imported by office
How does MobileMax work ?
Very Simply:
Once the MMax Pro software is installed onto
the PDA and the office setup is completed which normally takes minutes - the system is
ready to use:
Engineer enters their Username and
Password and once accepted the Engineer is
allowed to view job details and commence
work using the PDA
How does MobileMax work ?
Work order/job status for the engineer
becomes available to view i.e.
•
New jobs for Today (and tomorrow)
•
Overdue work
•
Current work
•
Completed work – in day
•
On duty Status
•
Last time system updated
•
Access to raising an Adhoc job
Engineer now clicks onto today to
move screens
How does MobileMax work ?
Today’s screen allows access to the
total jobs shown here, as:
• Overdue jobs (zero)
• Today’s work (1)
• Tomorrows planned work (1)
Clicking the 25th Oct appointment will
open that job/work order W3566
How does MobileMax work ?
Engineer’s chosen job is work order
3566.
• Engineer scrolls the page reading job
details
• May use out-dialler software via the PDA to
ring customer to confirm visit by clicking onto
actual home number
•May click onto postcode to see actual
location and plan a route via linked software
Job is time stamped and Office is
automatically notified once the job is
ticked start or reject
How does MobileMax work ?
Engineer commences the job by
clicking the start icon
A further screen then opens
giving the engineer the option to
complete some/all:• Engineers report
• Material used
• Generate CP12/CD11/CP2 certs
• Add smoke and CO alarm reports
• Customer survey forms
How does MobileMax work ?
Engineer now commences
completing details of the current
job using drop down fields or
keyboard input with the various
sections
e.g. Remedial work or action
taken – temp heating used etc
Office will become aware work
has commenced on this specific
address
How does MobileMax work ?
Clicking in the Appliances area opens
access to allow the engineer to:
• Generate CP12 or CD11 forms
• Modify or add Appliances details
• Add CO & Smoke Alarm details
How does MobileMax work ?
The Engineer accesses the Gas safety
area selecting if the work is Gas related
and all legally required sections by
default
Once completed the engineer is now
directed to the reporting and safety
section which again by default must be
completed
How does MobileMax work ?
Engineer continues with the report via
choices prescribed in drop down boxes:• Gas Relate Job
• Earth Bonding Evident
• Complies with Gas Regs
• Gas tightness test passed
• General Gas safety information etc
• Finally confirming the safety section is
completed by clicking on “save”
How does MobileMax work ?
Customer Section: once clicked open this
is where client details are confirmed,
amended and then submitted
e.g. name is entered and their Signature
captured as required by the office.
How does MobileMax work ?
Customer Signature Section:
customers details e.g. name is confirmed
or amended and their Signature captured
as required by the office.
Some offices may not require this from
certain engineers so that would not show
on that particular PDA
Once confirm is ticked then the PDA
should be ready to submit the completed
job back to the office
How does MobileMax work ?
Current Job:
This status screen allows the status to be
ticked e.g. Revisit required, part required,
job completed etc
How does MobileMax work ?
MobileMax status screen
This status screen confirms that the previous
job was completed so it moves from the
current section into the Done section.
Providing the on duty green tick is active and
the PDA is communicating with the phone
network, then any new jobs will be
downloaded every 5 mins or so automatically
or when the update icon is clicked.
The following slides indicate what staff in the
office see on their office PC screen as the
engineer starts work in the field and the
method used to access the CP12 etc
The workorders are not related to the above
MobileMax Screen on Office PC
This shows Alan has 3 jobs on his PDA
Office see work started on w/order 3405
Alan has commenced work!
Office see w/order 3405 completed
Alan has completed a job – that can now be processed by the office
Office click on 3405 and open w/order to review status
office close 3405 via date finished window
Office access CP12 Window for print or email
Office view CP12 ready for printing or email
View of CP12 on ServiceMax computer