Connect the field to the office with Simpro Mobile and enhance team efficiency.
Achieve end-to-end operations management with Simpro (www.simprogroup.com), a complete job management software solution for your business.
The Simpro Mobile app gives field staff the ability to do more on the job. Update job details, access site and asset history, view timesheets and present quotes with ease.
FIELD SERVICE FEATURES:
Enhance your field processes with Simpro Mobile, an end-to-end field app. Streamline field service workflows, manage customer assets, increase first-time fixed rates and enhance the customer experience.
* Live scheduling updates
* Record travel time and time spent on-site
* Access scheduled and assigned, as well as search for any pending or progress jobs.
* See who else is scheduled to be on-site for the job
* Status changes, such as a completed job card, will trigger workflow processes for office staff
* Offline functionality
* Invoice and accept payments in the field, with different options including cash or credit card payments (Square Payments integration available depending on location)
* Click-to-call site and job details
* Pre and post-audits for enhanced safety
* Pause work to stop the clock at any time
* Comprehensive asset management
* Inventory management
* Add notes, photos and other attachments with immediate sync to office
* Capture staff and customer signatures and email a signed job card directly to any contact
* High accuracy GPS navigation
TIMESHEET FEATURES:
Build a workforce of time-savvy staff. Easily track costs throughout project and service work, and provide scheduling information to field staff to maximise productivity.
* Clock on and off daily
* Create new time blocks for quotes, jobs and activities
* Use pre-defined travel schedule rates (eg after hours or long distance) to categorise travel time
* Add or edit billable and non-billable work hours in real-time or retrospectively
* Update records in real-time or retrospectively for billable and non-billable work
* Easily spread time between multiple cost centres based on hours or percentage of working time
* Access site, customer and schedule notes along with other key details such as activities, job descriptions and cost centre information
* Copy time blocks for employees, contractors and plant equipment
* View multiple weeks including past, current and upcoming scheduled time.
* Compare work scheduled and completed to identify and rectify unaccounted blocks of time or conflicts
CUSTOMER QUOTE AND SALES FEATURES
Upsell and close more sales in the field with Simpro Mobile.
* Add images, videos and manuals to create visually appealing quotes on the fly
* Offer multiple quote options such as basic, intermediate and premium
* Incorporate memberships and other services with standard pricing and savings displayed
* Apply add-on pricing for discounted rates such as for multiple or same-day services
* Email quotes and invoices to the customer
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