Field Force Tracker TM The Best Way to Manage Field Service Workforce 10 Years in Operation

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1 Field Force Tracker TM The Best Way to Manage Field Service Workforce 10 Years in Operation (A Product of Rapidsoft Systems Inc.) Princeton, Jct, NJ Phones: , Offices: US, India, UAE

2 About Rapidsoft Systems Inc. Rapidsoft Systems ( a leading software development company. Established in 2006 based in NJ with Offices in the US, India and UAE. Two Mobile Enabled Products (with iphone and Android Apps) for the Field Employee Management: Field Force Tracker (FFT): ( FFT is designed mainly for managing Field Service Operation and manages whole field service cycle. It covers every thing from Work Order Management, Inventory Management, Client and Product Repair History, Service Contracts to Invoicing and Estimates etc. Work Force Tracker (WFT) ( is designed for managing general field operations such as Sales, Site Installations, Package Pick up and delivery, Goods Moving and other field operations. It covers task management, employee tracking, Custom Mobile Forms For Field Data Collection or Reporting etc.

3 Main Objectives of Field Service Organization FFT is designed to help you cut operational costs by making your business better organized, more efficient and more productive. Scalable : From One to Thousands of field employees Right man - Right time - Right place - Right Costs : Field Force Tracker Benefits Maximise productivity number of tasks scheduled most efficient resource for each task Maintain Client and Product Repair History Ensure a high quality of service compliance with agreed appointments & due dates for greater Customer Satisfaction work importance Minimise costs, Streamline Work Reduce travel times Reduce waiting/idle times Reduce Unnecessary Time Wastage Manage Financial Lifeline of Your Business Help you organise your Inventory, invoices, estimates, collections etc. for greater Profit

4 Tailored to the Needs of Your Industry Access, Security & fire alarms Automobile & Garage Equipment IT Industry Pesticides and Chemicals Heating, Ventilation and Air Conditioning Telecom and Cable industry Property Management Plumbing, Appliance Repair Electrical Services Office Equipment Repair Photocopier, Printers And Many More

5 Field Force Tracker Mobile Enabled Field Service Management The Power To Transform Business Increase Efficiency Eliminate Paperwork Improve Customer Service Shorten Response Time Increase Resource Utilization Reduce Time to Invoice Get Greater Control of Business Gain Unprecedented Insight Into your Business Optimize Stock Management Reduce Operational Costs Multi-Branch Support Scales to Multi-City Operation

6 Field Force Tracker Main Features Job Scheduling and Advanced Calendar Management Work Order Management with Client & Product Repair History Employee Management with Time and Material, Differentiated Billings Parts Inventory management with Mark Ups, Van Inventory Management Warranty and Service Contract Management with Recurring Payments Easy Service Quotes and Invoices, Payment Tracking and Collections Field Service Staff Management, Automatic Map Tracking Timesheets Management and Timesheet Summary Reports Invoicing and Electronic Estimates Management Reports and Dashboards, Custom Data Forms, Data Imports and Exports Multi-Branch and Multi-Department Support Integrated VoIP telephony, SMS and Notifications CRM Customer Relations Management, Web Service Requests Automatic QuickBook Synchronizations for Paid Customers Data Export to Link to Other Accounting or ERP Programs

7 Lets Look at Some of the Features one by One Note: there are so many features. It is impossible to cover here. Easy to Use Award Winning Software with iphone and Android Mobile Clients for Field Technicians.

8 Field Force Tracker Admin Dashboard Very Easy to Use Navigations. You use top menu to navigate the functions of the program. Help Button is on top right corner. You can use only features that you want.

9 Smart Job Scheduling Optimize resource usage and reduce operational cost. Manual or Automatic (earliest Available Slot) Possible Customer Requested Date or Time Windows Possible to Consider Many Criteria's: New Job Location, Technicians skill, Their Current Locations, Their Current and Future Jobs, Service Branch, Service Departments, and Distance From the Service Location etc. Color Coded Job Status Unassigned, Pending, Accepted, Running, Paused, Declined User Configured Sub-status Within A Status (Like Waiting for Parts, Waiting For Customer Confirmation etc.) Recurring Jobs & Group Jobs Capture Customer Signature, and Job Photos in the Field Add Custom Inspection forms, Documents with Jobs Real Time GPS Map Tracking of Jobs and Technicians Using Native Mobile Apps (iphone and Android) Offered as Software As a Service (SAS) model

10 Scheduling Dashboard for Dispatcher -Live Update of the Job location and Jobs -Color Coded Jobs -Simple Rescheduling of Jobs - Look Ahead or Look back 1/5/7 days with single Click - Summary Job Assignment calendar with daily, weekly or monthly look ahead and look back Views

11 Daily, Weekly or Monthly Calendar Views Allows Dispatcher to Look at the Daily, Weekly, Monthly Jobs For Selected or All Field Technicians

12 Comprehensive Work Order Management Quickly Capture Job Information From The customers. System Maintains Full History of Jobs, Clients and Employees Search Through Jobs, Employees, Clients data, Repair products Most Information (like Client names, default times etc.) is auto filled in the Job form to save the time. Extend Job Forms with Custom Fields. Automatic Real Time Tracking of Work Order Status

13 Parts Inventory, Cost Tracking and Asset Management Integrated Parts and Inventory Management & Service Asset Tracking, Track even Asset maintenance Cost. Support Van Inventory. Attach Parts to the Work Orders, Check Inventory and Create Parts Order to the Manufacturers Business defined Parts mark up for each part, Parts History and Billing Tracking Track equipment information including make, manufacturer, serial numbers, installation & warranty dates & attach equipment pictures Look-up customers based on equipment serial numbers Attach equipment to dispatches & service agreements Generate equipment reports based on warranties, installation dates, make, manufacturer & model Detailed history reports Attach important equipment documents & photos Custom fields to track information important to your business

14 Parts Inventory, Cost and Asset management Automatic Client, Product Repair, Parts Usage and Employee Jobs History

15 Warranty & Service Contract Management Custom Module for: Photo Copier/ Printer Counters/ HVACs Contract management create, manage and store contracts and client agreements of all kinds. Contacts list create a centralized data store of your clients, suppliers and contacts Adhere to SLAs with confidence attach documentation, arrange SLAs by priority and set up automatic renewal alerts Minimize customer downtime automate PPMs, mass schedule jobs and set multiple PPMs for one job Deliver projects on time and on budget create estimates and sales orders and track phase, material, labour and subcontractor budgets Vs actual Complex management of covered equipment and bills catering for multiple price lists and billing patterns Repair Product History Add list of products under service contracts. Service contract: Add Annual, Quarterly, Half Yearly or Monthly Payment Scheduling With Automatic Invoicing

16 Extensive Service Contract Support Automatic Recognition of a Client s Service Contracts Support Comprehensive or maintenance only contracts.

17 Sample Contract Management Add Customer installed products, SLAs, Track work orders, contract payments, service history, contract expiry and contracts renewals etc. Add Custom Information to Service Contracts.

18 Comprehensive Estimates and Invoicing Features Supports Service Invoicing and Service Estimates in the Field Using Mobile Apps (iphone or Android) Payment processing Using Cash, Checks or Credit Cards Running Totals of Invoices by Week, Month Years or Financial Year Separate Auditable Payment Log and Synchronization with External Accounting Systems Automatic or Manual reminders of Unpaid Invoices. Single Click reminder to the Clients for the pending payments Electronic Submission and Approval of Estimates to the Clients. Customizable Terms and Conditions, Templates For Invoices & estimates Estimates Include Products, Parts, Services, Labor and Miscellaneous Items Uniform Hourly Rates Or Area Based Pricing With Different rates for different areas. Complex Billing Criteria's for Labor or Service Supported (different rate for different service areas, Mandatory Minimum Billing, Rules for Billable Time Rounding (Round Up, Down, Nearest), Selectable Rounding Interval etc. QuickBooks and Other Software Integration Available

19 Managing Service or New Product Estimates (Quotes) Estimates Are submitted electronically. A client can accept estimates electronically saving time. The Status automatically changes on Client Approvals.

20 Invoice and Payment Management Invoices and payments for on-call service and service contracts are separately managed. Easy to send Payment Reminders for any overdue payments or transfer data to tax program at the year end.

21 Pre-built reports include: Job status Revenue Per Tasks Product usage Employee performance Assets Item demand Job History Client History Asset History Parts History Extended Reports Service times SLAs Maintenance agreement costs Upsells by technician Additional services or items sold Revenue by service request Job time by technician or task Rapidsoft Team will Add Custom Reports As Requested by the Customer Customizable System Reports

22 Mobile Apps - Available on iphone/ Android Field Technicians Can Manage Job Status in the Field Navigation, Mapping and Location Reporting Capture Customer Signature and Photos, Add Custom Inspection forms Generate Estimates and Invoices in the Field Automatic Job Assignment Notifications & More

23 Benefits of Mobile Apps Impact of Mobility on Field Service Optimization Real Time Data Flow Benefits allows to dispatch tasks to mobile workers in real time with full location awareness Removes uncertainty as integration of maps can help in scheduling to build sufficient travel times and with full navigation. Live real time updates, Timesheets, Signatures and service Invoicing Scheduling & Productivity impact: allows to adjust the schedule to the changed environment allows to correct (some) scheduling decisions made earlier & update field staff quick to adapt to external conditions like weather, traffic patterns accidents, etc.

24 Field Force Tracker Field Service Delivery

25 Field Force Tracker Field Service Delivery

26 Field Force Tracker Field Service Delivery

27 Training and Migration Our set up team helps in moving from old system by importing data Online training for your team. Easy to use system operational within a few hours. Moved Data from custom systems as well as pc based software.

28 We Custom Add Features Too! Let us know if you have any questions or Features that you need We even add custom features. Unlimited Year Round Support as and When you Need It. Schedule a Free Demo by Calling us at

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