FIELD SERVICE MOBILE CRM FOR TECHNICIANS AVAILABLE ON

Transcription

1 FIELD SERVICE MOBILE CRM FOR TECHNICIANS AVAILABLE ON 1

2 AGENDA ABOUT SWINGSERVICE SWINGSERVICE : FOR WHOM IS IT INTENDED? DAILY PROFIT DAILY SUPPORT FOR TECHNICIANS AVAILABLE NOW THE MOST FLEXIBLE SOLUTION ON THE IT MARKET SWINGMOBILITY : WHO ARE WE? DIVALTO GROUP : WHO ARE WE?

3 ABOUT SWINGSERVICE This flexible, customisable and modular application provides your company with very powerful tools to increase customer satisfaction. Within SwingMobility we have built a mobile platform to meet the needs of field teams and maintain the interaction between the field service and the company. Our goal is to enable your technicians to complete everyday tasks such as schedules, planning routes, field service reports, equipment, kit forms, quotes and administrative tasks in a timely fashion. SWINGSERVICE : FOR WHOM IS IT INTENDED? Easy-to-use, SwingService is the answer to all your technicians problems (installation, maintenance) no matter what the nature of your business is. SwingService is mainly dedicated to your mobile workforce. This app can run on computers, tablets or mobile devices offering the ability to easily schedule work, manage inventory or record reports anywhere and at any time. However, SwingService is not exclusively dedicated to field service technicians. The whole company can benefit from this dynamic solution. Customers get relevant and updated responses; available field service resources are smartly managed and work is well organised. The technicians get access to all the information needed to best plan their routes. Office staff don t need to process field service reports manually anymore, which was often where mistakes and work delays lay. Supervisors are able to manage and control completed work as well as ongoing and future work. Field service management is optimised due to the fact that all collaborators operate within the very same framework. Technicians have a better knowledge of the customer base and have immediate access to time spent on each intervention. The company as a whole enhances its management, as all employees have access to the same IT tool and the same near-real-time updated data. «We have greatly improved our field productivity per technician. Personally, as a manager, the statistics feature helped me a lot with managing work. Our schedules are now smartly organised and we still haven t explored all the potential of this powerful feature.» Nicolas Delamare, After-Sales Service Manager - Ouest area - France Hartereau services 3

4 SWINGSERVICE DAILY PROFITS Technician s schedule including future work planned The main menu OPTIMISE YOUR TIME There is no more manual processing of information and extra time spent preparing work. Save considerable time using our efficient features such as routes, taking pictures, tasks and measurement reports. Using the app, customers can even sign work tickets immediately after the intervention. If your appointment was cancelled or you finished your work early, you can inform your supervisor in a few clicks. 4 Vehicle information and inventory control IMPROVE YOUR WORK Thanks to Back Office features, you can draw up and control technicians schedules. You can even access information such as field resources, elements to be scheduled and expertise with places to visit mapped out.

5 SHARE YOUR DATA USE YOUR CRM ON THE GO Our mobile CRM offers you full data coverage. All information collected in the field is immediately integrated into your management system allowing the rest of your team to access notes. Even in the field, your technicians stay connected to your company via their mobile devices. We want our application to be simple and user-friendly. SwingBusiness is designed with a touchscreen system to help technicians save time and increase productivity. IMPROVE YOUR RESPONSES IN THE FIELD All necessary information involving your technicians is available in our application, such as customer base, contracts, equipment, etc. In addition, field services are recorded and automatically sent by to customers. BE MORE INDEPENDENT Is the product in stock? What about the history of each intervention? Even offline you can access all this information and more within SwingService. All data is synced as soon as the app has access to a network. DAY-TO-DAY PARTNER From organising rounds to scheduling, consulting and finally completing work, SwingService is designed to lend your sales reps a hand, any day of the week. HIGHLIGHT YOUR ACTIVITY Customers will evaluate how efficient your company is based on the performance of your team in the field. Within SwingService, raise the level of the service provided and make your customer happy. MANAGE YOUR EQUIPMENT FLEET The equipment fleet is available even in the field. Technicians have access to all information related to each site : maintenance contract, technical specifications, documentation, serial number, etc. There are no possible unexpected facts once technicians reach the customer. 360 CUSTOMER VIEW All our users are able to access all events related to customers such as Login, voucher, equipment fleet, history of work and contracts (validity period, planned work. etc.). DO YOU ALSO NEED A SOLUTION FOR YOUR SALESPEOPLE ON THE GROUND? Try SwingBusiness, a mobile CRM that can be connected to SwingService and make the information flow seamlessly between technicians and salespeople. 5

6 SWINGSERVICE DAILY SUPPORT FOR YOUR FIELD SERVICE CHECK AND RECORD INFORMATION CUSTOMER FILES The app integrates the entirety of customers data including their history or whether they have a contract or not. The customer files provide you with all necessary data related to each client including third data identification, address, discount, customer statement, contracts list, equipment fleet and work history. CONTRACTS Access to a list of contracts to know what is already handled and what is the guarantee for each customer / site / piece of equipment. The app also covers the notion contract validity periods. EQUIPMENT FLEET SwingService offers your technicians access to detailed information of each piece of equipment. The app makes it possible to classify the equipment into different levels and quickly add new pieces of equipment to a site using a mobile device. FORMS AND DISPUTE MANAGEMENT The application provides a forms service. You can customise this service using your own pictures and signatures. Forms are then filled out by technicians and sent by to supervisors. OPTIMISED SCHEDULE ROADMAP Optimise your time using SwingService roadmap with an exhaustive list of planned and upcoming work and alarms to communicate the number of interventions by status (achieved, in progress, to be achieved). CALENDAR The SwingBusiness calendar gives technicians a full overview of interventions and appointments, planned or accomplished, over a specific period (day, week, month) and gives supervisors the ability to check the history of field service activity. APPOINTMENTS In case of absence, technicians can lock their schedule and automatically inform their managers via the appointments feature. TASKS Tasks, reminders and notifications are automatically generated in case of delay. You can customise different types of tasks and even set alarms according to pre-set deadlines of customers contracts. TIME MANAGEMENT Linked to the Back Office, the app enables managers to follow, in near real time, field service activity in detail while technicians are recording every action and the time needed to achieve it in the field. Not to mention that this feature saves GPS coordinates at every step. During the day, all the interventions are carefully saved : time to start and end work, break time and time spent on the move. INTERVENTIONS REQUEST DETAILS The technician can see all the specifications of the requests delivered by the company. Field service teams have access to all data related to work such as typology of interventions, planning, associated site and more. ASSOCIATED EQUIPMENT Connected to the Back Office, you can effortlessly add new equipment to a technician according to an intervention typology. Your technicians can also manually add new equipment or modify equipment and thereby complete the equipment list they were working on. MATERIALS AND STAFF With SwingService, you can easily record the addition of staff or materials according to the field service. The technician can then fill out the list of materials that were actually consumed during the work. DIAGNOSTIC HELP USING THE QUESTIONNAIRE FORM This feature allows you to design tools to help you with diagnosis. We provide your team with questions & answer games and documentation. 6

7 TAKE PICTURES BEFORE AND AFTER THE WORK The technician has the ability to take and save pictures before and after the work is done and link the picture to the related equipment. WORK TICKETS Customers can see and sign the work tickets provided by technicians. Work tickets include accomplished field services, related equipment, recorded meters, staff used and materials consumed. QUOTES At the start of the intervention, technicians can draw up a quote for the work without including guarantees. Customers can even process digital signatures to accept. FIELD SERVICE REPORT This app enables technicians to easily add pictures and audio recordings to their field service reports. ADMINISTRATION AND COMMUNICATION FLASH MESSAGES This integrated communication solution is an alternative to s and SMS. It also allows a mass diffusion from the administration interface to mobiles. Alerts are automatically provided by a notification centre thanks to ios and Android systems. EXPENSES The field service team can directly record their expenses on SwingService and transfer them to the head office. ADMINISTRATIVE FORMS The company can provide their technicians with customisable forms as an aid for administrative uses such as leave requests, etc. In a few clicks, those administrative forms are sent by in PDF format. ADDITIONAL FEATURES MANAGE STOCK Your technicians can manage the stock of their trucks via their tablets : stock placement/removal, transfer between lorries and inventory. GPS SYSTEM, MAPPING AND NAVIGATIONAL AID Spend time wisely by situating all customers around your GPS location and save time that you can instead use on maintenance work. From SwingService you can navigate to online mapping services, such as Google maps, or plans while on the move. You can even record GPS coordinates of a site if you need it. With the adjustable mapping settings, your road warriors can benefit from a full view of your clientele (customers, prospects). Moreover, they can have immediate access to detailed information of each account from the homepage. 11/07/ :30 / Machine installation Orphanage Road, WATFORD WD24 4QH... 7

8 SWINGSERVICE AVAILABLE NOW THE APP FOR FIELD SERVICE MANAGEMENT Easy-to-use, we thought about everything in order to offer you a fluent and intuitive application. Also, all forms are designed to allow our platform to be the fastest and most informative platform on the market : our app provides a range of drop-down menus to avoid long text recording and allows you to add pictures with annotations and manage the coherence of data by script, etc. You can have your SwingBusiness application on any mobile device (PC, tablet, hybrid tablet or mobile) and the main operating systems on the market (Windows, Apple ios, Google Android). INTUITIVE, TOUCHSCREEN MANAGEMENT SOLUTION See and schedule work on the Back Office multi-resource schedule Rapid recording of work tickets Location of work sites on the map WORK IN OFFLINE MODE WITHOUT AN INTERNET CONNECTION 8

9 SWINGSERVICE THE MOST FLEXIBLE MANAGEMENT SOLUTION ON THE MARKET CLOUD ARCHITECTURE The SwingMobility cloud architecture ensures rapid installation and availability across the globe. Our system s core demonstrates the execution of interface scripts, the synchronisation of data and files on mobile devices and the unending use of functions such as sending s, geocoding, image optimisation, etc. ERP- CMMS After-Sales services (Cegid, Divalto, EBP, Infor, Microsoft, Sage, SAP, etc.) INTERFACE Cloud Platform SYNCHRONISATION Mobile devices (Smartphones, tablets, laptops, etc.) SwingBackOffice (Supervision platform) SwingStudio (Software Development Kit (SDK)) SWINGSTUDIO SOFTWARE DEVELOPMENT KIT To best meet our customers specific demands and optimise the performance of their field service on the ground, the SwingMobility platform sets up a development kit called SwingStudio. From modifying the database mode to navigating the mobile application, SwingStudio offers total freedom of customisation through simple composition and configuration of elements. SwingStudio guarantees a flexible solution that can be adapted according to the needs of your company. Thanks to its adaptability, the SwingMobility cloud platform allows rapid input of your settings by simply synchronising the application. Settings within SwingStudio development kit The adjustment is available straight away through your SwingBusiness application 9

10 SWINGMOBILITY WHO ARE WE? SwingMobility edits applications and is dedicated to offering management solutions for professionals working in the field. We are located in 7 different countries with more than 1,500 customer references. In December 2014, SwingMobility officially joined the Divalto Group, editor of management, mobility and collaborative portal solutions. SwingMobility, a company with 10 years of business experience in mobile applications. As the leader in mobile applications in France and Europe, we always anticipate market changes to provide our customers all over the world with the latest technologies. THE KEY PLAYER IN FRANCE FOR MOBILE AND COLLABORATIVE CRM A FEW FACTS ABOUT SWINGMOBILITY 2003 establishment of the company 2010 first subsidiary abroad 99,4 % availability rate 8 available languages 44 M monthly turnover generated by SwingBusiness s clients 1,500 customers +100,000 registered orders per month on SwingBusiness 18,000 users Get the latest news on SwingMobility : Website : 10

11 THE DIVALTO GROUP WHO ARE WE? Divalto Group is the French leader in business management solutions for all companies, from small startup companies to major corporations of up to 5,000 employees in every sector of the economy including distribution, manufacturing and services. Mobility software and collaborative portals are also part of Divalto s offer. Our company is also internationally represented not only thanks to our customers and partners abroad, but also through our subsidiary established in Canada (Montreal) to supply North America. With more than 300 partners distributing our solutions and 11,000 clients within 300 business segments, the Divalto Group is a key player in the ERP, mobility and collaborative software fields. A FEW FACTS ABOUT THE DIVALTO GROUP 30 % of turnover invested in R&D +30 years of history and innovation 230 employees 12,000 business customers in 6 countries 200 M annual revenue for our ecosystem 2,000 experts in our ecosystem 300 Divalto partners globally 300 lines of business Get the latest Divalto news on : Website : 11

12 ARE YOU CONSIDERING MOBILE CRM? or you just want more information about SwingService? We are happy to answer all your questions Call us on + 33 (0) or visit our website : DIVALTO - A SIMPLIFIED JOINT STOCK COMPANY WITH A CAPITAL OF EURO - C.R. STRASBOURG B NON CONTRACTUEL DOCUMENT- THE SPECIFICATIONS CAN BE MODIFIED WITHOUT A NOTICE- JUNE 2017 Address : 11, rue Icare - Aéroparc Entzheim - France Tel. : +33 (0) info@swingmobility.com