Back Office

SmartField Back Office Expandable Optimization

Vehicle Management

Inventory Vehicle Maintenance and Material Usage
Track vehicles by VIN number, description, date of registration, model, model year, purchase price and maintenance interval.

Assign Vehicles to Users, Locations, and Projects

Assign vehicles to users and projects; Log mileage and maintenance by date, user, and other vehicle information. Enter notes about each vehicle. Vehicles requiring maintenance display on mobile apps for remote vehicle maintenance record updates from the field including internal and customer fleet maintained vehicles and equipment.
Track Vehicle Material Parts and Warranty
Avoid overpayment of duplicate, under warranty, or missed maintenance expenses by tracking parts and warranty periods for vehicle warranty parts. Track expected life of parts, and life remaining for just in time maintenance scheduling.

Equipment Management

Inventory Equipment
Manage Equipment by type. Track equipment purchase prices, date of purchase, preferred vendors, equipment inventory numbers and equipment owners.

Reduce Operating Costs with Equipment Tracking

Associate equipment with field members with assigned ownership dates. Search for equipment by type, assigned employee, or other attributes. Track small tools, cell phones, IPads, full size assets with asset ID’s by internal resource and sub-contractor assignment.

Manage User Profiles

Create Security User Types

Manage company user profiles with security access within the system. View users by roles including supervisors, foreman, technicians and other user types. Store technician rates, user role types, pay types, contact information including phone, email, and available work times.

Associate User Skill Sets and Certifications

Create skill sets by Job Group for each field technician, foreman or other user type. Enable scheduling control and resource assignment based on job skills. Easily add and delete job skills when certification is achieved by a technician. Job skills can be associated with geographic areas to assign technicians by region.

Assign User Zones for Resource Multipliers

Attach “Zones” to user profiles to accommodate factors against job skill costs for specific areas. Use zones to track Union vs Non-Union resource cost, and other factors at the user resource level.

Material Management

Control Inventory Stock Levels

Manage materials with reorder alerts, indicating when critical project job inventory is low in stock. Integrate inventory updates with current accounting and ERP solutions for a single source solution.

Create Material Cost and Price Levels

Create Inventory cost and price levels by inventory and category types. Establish price levels with vendors and establish preferred vendors for each material item.

Search and Track Material Inventory

Search and manage material inventory with Material Codes, Descriptions, Material Types, Categories, Preferred Vendors, and Warehouse Information. Manage Inventory types to include multiple industry, location, and customer inventory information for flexible inventory management.

Standardize Units of Measure

Standardize inventory and material types by unit of measurement including, meter, foot, inch, quantity, volume, and other configurable units of measure.

View and Track Material Notes

Add notes, comments, and special instructions for each material item.

Create Purchase Orders

Manage and Create Purchase Orders

Create purchase orders directly in the system or from external accounting systems with auto generated purchase order numbers. Associate PO’s to invoice numbers, warehouses, vehicles, and vendors. Enter and display PO information by date created, who created, amount, status, and notes.

Apply best practices to maximize productivity in just two weeks.

How do you assign jobs, route trips and track the progress of your field service workers? With automated scheduling software, or on a spreadsheet? A whiteboard? A map with pushpins and sticky notes?

Increase Sales and Reduce Costs on Jobs & Projects

Automated Resource Optimization reduces field operating expenses by 26%+

A Field Service Platform That Learns the Business

When business changes, SmartField adapts, learning average times per task, per job, per area optimizing company sales and profits. SmartField’s Profit Optimizer™ recommends efficiency improvements and identifies the highest profit margins from historical work. Measuring planned vs. actual time against work to maximize profits.

Global Scheduling Optimization

Auto Schedule Jobs

Auto schedule work to the appropriate skilled tech, at the shortest distance, within divisions, countries, cities and zones.

Color Coded Live Schedule Alerts

View the current status of work on a visual map schedule and gantt scheduler with day, month and week views.

Event Driven Route Scheduling

Schedule a series of routes and work with event driven route scheduling. Schedule routes with integration to outside events, weather temperature, rain, and other seasonal events.

On Demand Bulk Scheduling

Group work together for future scheduling. Create maintenance packages for multiple locations to schedule simultaneously.

Alert Customers and Field Techs when Scheduled

Drag and Drop jobs,activities and projects into the schedule to match skill sets with jobs. Notify customers and field members of scheduling additions and changes. Indicate vacation and hours of assignment for each available scheduled resource

Optimize Field Resource Schedules

Forecast and optimize future resource requirements by Job Skill, Location, Customer, and other key resource drivers to optimize schedules; maximizing labor and equipment availability daily/weekly/monthly, while drastically reducing costs.

Resource Planning

Schedule and Assign Qualified Resources

Enter and track planned/requested dates for each job. Schedule jobs/projects around qualified field personnel expertise and scheduled available times. Auto-assign the right resource to the right job with a single click.

Vacation PTO Requests

Empower techs to request and schedule time off with PTO vacation and sick time requests that prevent scheduling when approved.

Plan Productivity, Increase Revenue, with Performance Time Studies

Gain a birds eye view of field task work at the activity level, eliminating the guesswork of time with step- by-step time study tracking on each field performance task. Activities are fine-tuned with a minute-by- minute understanding at the task level.

Patented Time Study/Forecasting Technology

MobileLogix “Smart Productivity” is the only solution with this patented technology that enables organizations to track and plan time at the task level. The results enable productivity planning at new efficiency and cost savings levels. Smart Productivity enables new sales opportunities with deep task/time history to maximize client time and offer the opportunity to modify contracts to fixed fee vs. time and materials, greatly increasing margins and bottom line profits.

Support a Hierarchy of Projects, Jobs, Activities, and Weighted Progress

Only MobileLogix offers the ability to measure time and performance with weighted values at each task at the Project , Job, and Activity Level. 5 Minute manager capabilities allow customers, management, finance and other groups to view work in real time with a complete understanding of current progress with predictive forecasting and improved planning.

Track Jobs by Status

Status jobs/projects by flexible status types including: pending, scheduled, cancelled, complete, paid, in transit, onsite for instant reporting on jobs/projects.

View Jobs in Google Maps

Visualize work activities with Google Map lookups for each job. View jobs by type, equipment, material, status, schedule and more. Map views enable historic analysis of past work, present status, and future planning based on location. Search on Equipment, Resource, Production, and other key metrics.

View Service Routes with Integrated Google Maps

View future work via Google maps and color coded grids to optimize and resource plan by area and location. Easy to understand visual maps eliminate guess work on resource planning with detailed location points of future, current, and past work status. Historic maps illustrate past work by salesperson, field resources, equipment and other key planning areas.

Build Jobs from Standard Work Libraries

Create new jobs from a library of work types and Job Templates including, descriptions, hours, cost, price and other flex fields.

View Job Status

View the status of multiple jobs for a single customer with color coded job status that displays the current progress for each job/project. Create export reports to Excel that provide the owner/client status and “rules of credit” reports on the progress of each job/project.

View Job History

View customer job history by customer, job number, payment, job creation date, completion date, job status, and amount charged for each job.

View Work by Type

Track job numbers, work types, and completion dates of work performed under each customer.

Export Job and Work History

Export Job Numbers, Payments, start and completion dates, job status, charges, work types, and other customer data to Microsoft excel XLS and CSV files. Use data exports in outside systems including accounting systems.

Integrate with ERP and Finance Systems

Plan budgets, sales and costs with seamless integration to SAP, Oracle, MS Dynamics, Viewpoint, Quickbooks, Salesforce and other ERP and CRM systems to simplify planning accuracy.

Send Notifications and alerts

Create SLA Escalation Alarms

SLA’s are critical to service contracts. Escalate response activities to groups, roles and individuals. Create multiple alarms to fit gold, silver and bronze service packages. Create new sales opportunities with the ability to empower a customer with SLA service choices.

Automate Scheduling Notifications

Notify customers and field techs when jobs are scheduled, in transit, onsite and completed with user configurable notifications at each stage of the field work process and for every work type.

Predict Costs, Optimize Resources

Accurately Predict Budget Projections

Build Cash flow, resource, equipment, and budget plans with estimated cost and revenue projections by work type. Project work by customer, location, work type, resources and equipment type. View upcoming work by week, month, quarter or any date range. Simplify management reports and reduce resource costs with optimized scheduling and future resource planning.

Improve Cost Accuracy with Allowance Factors on Activities

Assign allowances at the Job and Activity level to multiply difficulty and other factors against standard job activities. Keep standards in place while creating factors that can include risk, distance, and other added cost components to standard work activities. Improve profit margins and gain accuracy during budget time with accurate projections.

Track Advertising Sources

Track advertising by ad source descriptions, vendors, ad start/end dates and costs.

View Job History

View customer job history by customer, job number, payment, job creation date, completion date, job status, and amount charged for each job.

View Work by Type

Track job numbers, work types, and completion dates of work performed under each customer.

Export Job and Work History

Export Job Numbers, Payments, start and completion dates, job status, charges, work types, and other customer data to Microsoft excel XLS and CSV files. Use data exports in outside systems including accounting systems.

Customer Relationship Management CRM for Field Service

View Customer Notes

Create customer and job notes on a customer’s profile. View Internal office notes exclusive to office personal. Create external notes to be viewed by field techs, and auto alerts to notify techs when they arrive on their mobile as pop up alert notes.

Manage Multiple Customer Contacts

Create multiple customer contacts with notifications for each customer location. Simplify customer communication with built in CRM capabilities to manage each customer.

Create Call Tasks for Sales

Generate prospect and customer telephone call tasks, email tasks and other tasks. Assign tasks to sales, support, office and field resources.

Create Tentative Sales Opportunities

Classify work as “Tentative” for opportunities that require confirmation of work. Increase sales and prevent unnecessary travel time. Manage opportunities and tentative jobs to boost sales.

View Customer Job/Project/Activity History

View jobs, projects, and activities by customer, for a complete record of all worked performed and approved by customer. Review historic materials, inventory, and locations with assignments and time spent on each customer project/activity.

Flexible Customer Search

Search customers by First Name, Last Name, Customer Type, Email Address, Mobile, Home Phone, and Fax. Filter expired and active customers saving time on searches and retaining customer records. Display customers by Customer Number, Email, Work phone and other customer information. Utilize wildcard searches with partial information.

IoT Integration

List and talk to equipment, devices, vehicles and machinery to automate the service orders, reduce costly outages, and increase revenue with just in time service scheduling.

And how do you stay in touch with workers? By frantic phone calls?

With SmartField Pro, you now have a better way – even if you currently use an automated system. This powerful, affordable solution increases productivity, slashes paperwork and begins paying for itself in as little as four weeks.

Intelligent Routing for Higher Productivity

SmartField Pro offers not merely the simplicity and ease of SaaS software, but also the adaptive intelligence of patented algorithms that learn from experience. With it, you can:

  • Assign workers to jobs based on criteria that you choose – including an individual worker’s training, skills and past performance, as recorded and learned by the system
  • Route trips automatically and efficiently by defined criteria drawn from industry best practices, including least-cost
  • Monitor and manage workers in real-time, just as an air traffic controller tracks inbound and outbound flights
  • Respond to changing conditions with drag-and-drop ease
  • Analyze and report data continuously, including travel time per resource, completion progress and more

And, thanks to the most advanced HTML5 technology, SmartField Pro synchs operations and field service workers on any Internet-enabled device and any operating system.

Scalability for Your Growing Business

Most important, SmartField Pro easily accommodates changes in the size and complexity of your business. Expanding your workforce? Adding different skill levels? Diversifying the services you offer? Our solution easily grows and diversifies with you – without adding complexity to your system’s architecture.

Efficiency That Brings Real Returns

As a growing business, you face the same risks as your larger competitors. But for you, the stakes are higher:

Every unnecessary mile has a bigger impact on your operating costs. Our solutions drive down miles-per-appointment by up to 40 percent.

Every overtime hour takes a deeper cut in your margins. Our solutions reduce overtime by up to 75 percent.

Every dissatisfied customer casts a longer shadow on your bottom line. Appointments managed by our software consistently deliver a customer satisfaction rate of 98 percent.

Because the performance of your mobile workforce matters, day in and day out, you need the speed, efficiency and scale that SmartField Pro delivers.

Personalized 1v1 SmartField Software Demo

A no-cost demo led by an expert in field services industries and modern workforces. Call us today +1 (480) 447-9198 or submit a demo form for more information.

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