Field Desk
As the name suggests, Field Desk gives your staff in the field the same access to information as though they were in your control room.
Field Desk is a specialised module for S2000 users which allows technicians in the field to look up work orders, add to and edit information, and process payments for the work orders.
From S2000, a dispatcher will create a work order, assign it to a technician in the field, and send notification using Page Runner. Page Runner, rather than sending a page directly to the technician, recognizes the Field Desk work order, and sends it to the Field Desk Gateway where it is sent to the technician’s Field Desk account.
When the technician updates a work order in the field – status, work completed, payment for example – the Gateway sends the updated work order information to S2000 where it is automatically updated.
Field Desk Features
Here are just some of the procedures that can be actioned,
in the field, using Field Desk:
- Technicians receive assigned work orders along with customer’s data from the office to his wireless Windows Tablet, Convertible or Notebook full screen PC computer
- Technician quickly verify driving directions for a work order by connecting to online maps with MapQuest/ Google Maps or Yahoo Maps
- Technician job status time stamping – automatically updated your Dboard in the office
- Review customers historical work orders, service agreement and equipment covered
- Add new equipment or change existing data regarding customers installed equipment, serial numbers and warranty information
- Review and add customer contact information and email addresses
- Job Notes added quickly using snippets or typing
- Record labor and material used on the job – automatically records to the office work order register to be finalized.
- Provide flat rate quote with customer approved signature
- Fast parts look-up feature for items used and purchase order requisitions
- Bar Code Scanning parts for work order billings is optional with bar code scanning equipment
- When job is completed, capture and store customers signature to be printed or emailed
- Accept customer payment in the field. Cheque / Cash / Bill Out or take a Credit Card
Process customer’s credit card in the field with online approval from your merchant gateway provider - Select one or more forms (checklists) to complete with each job. Capture customer signature
- Completed forms are electronically attached to the work order in S2000 future reference. Forms may be emailed or printed.
- Digital job site pictures (before/ after) and electronic documents may be attached to the work order in the field
- Create Purchase Order Requisition(s) for a specific job or for the technician’s truck stock requisition. The office staff will verify, approve and activate these PO requisitions.
- Special Job Wrap-Up time stamp status notifies the office that the technician is ready to receive their next job.
- Closing Call Checklist allows the technician to record actual time on the job and respond to up to six customer designed close-out questions.
- 24 Hour features allow the field technician to create and complete a new customer service call on the fly from their truck.
- Re-Assign Work Order feature allows a partially completed work order to be re-assigned to the original technician or another technician to be completed.
- Assigned linked web sites can also be assigned for the technician to have quick access to supplier’s or manufacturer’s web-site for parts review, etc.
Simple Implementation
Field Desk runs on any standard tablet PC running with an internet connection and is highly customisable to suit your own organisation's operating procedures and processes.
