Put the power of BizTRACKER™ on your Smart Phone! Tools for
Transcription
Put the power of BizTRACKER™ on your Smart Phone! Tools for
Put the power of BizTRACKER™ on your Smart Phone! Tools for Managers & Merchandisers, this software makes it possible to use your primary cell phone to both work stores AND review & Audit the work of subordinates. Feature Packed – Incredible power in the palm of your hand! Easy to use. Get up and running in minutes because the software asks for what it needs. Automatic Data Transfer. The software keeps you up to date so you can work with or without a cellular signal….but of course, you can always get up to the moment information at the click of a button. For store visits, there are three options: No Schedule, Field‐worker Schedule, Headquarters Schedule. Unscheduled work begins with choosing a chain / store. See the next slide for other options. From the Arrival screen, you have simple options to call the store and get directions, as well as seeing the distance from your current position. • • • • • All data updated in real time via the wireless Internet Map & Directions to store Call Store from Check‐ In Screen GPS Stamping of all activity “Distance from here” shown before checking in to any store. Navigation Turn‐by‐turn directions to each store, simply by pressing the Map button on the Arrival Screen, and clicking the address on the map. Scheduled Options There are two scheduling options: Field‐Worker Scheduled (i.e. workers tell HQ where and when); and Head Quarters Scheduled (i.e. HQ tells workers where and when. Let’s first take a look at Field‐Worker scheduling. • By Tapping on ‘Store Visits’ workers can create their own schedule Scheduled Options Scheduling a visit is very similar to the Arrival Screen. Directions and calls can be made by tapping the address or phone number, and the distance to the store is always shown. Scheduled Options However, instead of checking in, the user selects the date and time of the visit, as well as options to set a reminder and/or make this a recurring visit. Scheduled Options Graphical Date and Time pickers make choosing dates and times easy! Scheduled Options When store visits are scheduled, you get a list of stores and times. Day Views that make sense to help field workers keep up with their stores. Week Month Scheduled Options To Check In to a store, simply tap the appointment and tap the Check In button. Scheduled Options Once Checked In to a store, you’re presented with a ‘task list’ of surveys, projects, and tasks to be completed in the store. Scheduled Options Clicking on a survey takes you to that survey. Scheduled Options When a survey is complete, it is scratched off the list. Scheduled Options Reminder alerts help to make sure stores are worked on schedule. Store History Store History gives you the ability to see any store’s history that you are authorized to work. Simply select the store you are interested in reviewing, and tap Choose Store Store History Then choose the visit you wish to review… Store History Then choose the survey you wish to review Store History Now, simply scroll through the answers to see the results Store History If the survey being reviewed contains pictures, you can review those too. Simply tap on the link… Store History … and the picture will download to your phone… Much like history, Simply select the visit and survey to be audited… Audits Audits Only this time, each question can be assigned a pass/fail, and you can provide overall comments for the call. When the Submit button is tapped, the field worker, as well as your management receive a copy of the scorecard for the call. Surveys During Scheduling, we touched on surveys. However, in addition to what we discussed there, it’s important to know that the powerful survey logic built in to velociTRACKER™ is available in real time with PocketTRACKER™ for Android. Surveys Many question types, with skipping logic, question‐date‐range logic, etc. are available within the surveys. Surveys Other examples shown here are multiple‐picture questions, and multiple‐choice with 1 or more answers allowed. Pictures and Barcode Scanning Major functionality in the palm of your merchandisers’ hands… Checkout Track Lat/Long of where Reps check out and KNOW how far away from the store that checkout really was…