MobiWork® HVAC Software Solution
Office Workforce
State-of-the-art web-based HVAC software solution to manage & optimize your entire operations:
- Before the job:
- Automated work order creation: online bookings, service contracts, estimates approval or via another software (Email, ERP, CRM...)
- Complete CRM for your Customer Service Representatives (CSRs) to easily access any customer detail (address, work history, balance...)
- Powerful scheduling & dispatching modes (drag & drop, current location for emergency, closest location in the next 7 days, skills based...)
- Advanced work orders management (e.g. easily reassign all the work orders of a sick employee...)
- Automated schedule creation & recurrent route planning (including support for customer constraints)
- Route optimization for a team or a single employee (including support for more than 23 work orders per day)
- During the job:
- Advanced schedule visualization: current jobs status, multiple list, timeline and calendar views, one-click searches & automated refresh
- Maps (Google Maps Premier) including live traffic conditions, planned routes of all the employees & location of unassigned work orders...
- Automated notifications, reminders and even messages from your employees & contractors in the field
- Real-time updates from the field: job completion, paperless & advanced mobile forms, parts used (inventory management)
- Invoices, payments captured, estimates & sales order, expenses...
- Easily schedule and dispatch any last minute change or additional work
- Advanced work orders management (e.g. easily reassign all the remaining work orders when a job is taking much longer to complete...)
- After the job:
- Invoices management & payments processing, integration with other software such as QuickBooks, Sage, Xero...
- Automated recurrent invoices generation & management
- Complete customer management: customer satisfaction surveys, estimates, request for reviews & referrals, service contracts...
- Rich analytics (live dashboards, ad hoc/automated reports, advanced search) to measure & improve every aspect of your operations:
- Revenues, invoices & payments, job costing, sales & technicians performance, time tracking, expenses...
- Location tracking, historical paths visualization, automated mileage & time on site computations, customers satisfaction...
- Time tracking, inventory, inventory movements (full traceability) & audits, complete assets management...
Customers
Automated notifications & web-based customer portal to delight your customers:
- Before the job:
- Self-service online bookings & secure customer portal to request a job or place an order at any time and from anywhere
- Automated estimates reminders & approval requests with email and text based notifications
- Automated appointments reminders & confirmation with email and text based notifications
- Automated "Meet your technician" & "I'm on my way" & "Your technician has just arrived" email and text based notifications
- During the job:
- Automated "Your technician has just arrived" email and text based notifications
- Secure and detailed paperless mobile form and PDF renderer to review & approve the job performed by the technician
- Invoice review (paperless PDF) & approval (signature capture) on-site with payment capture & email or printed receipt
- Estimate review (paperless PDF) & even approval (signature capture) on-site with email or printed receipt
- After the job:
- Automated job completion email with all the details of the work performed (including pictures, signature, location and time stamp...)
- Self-service online portal to review history, invoices, process pending payments, approve pending estimates or request additional work
- Complete customer satisfaction survey that are automatically sent by email & text based notifications
- Provide reviews and referrals that are automatically sent by email & text based notifications
Mobile Workforce
Easy-to-use yet powerful HVAC mobile app for all your employees & contractors in the field:
- Before the job:
- Install the powerful & responsive native app on any Android or Apple iOS smartphone, tablet or rugged devices
- Checklist to keep track of anything that needs to be completed at the beginning of a shift (time tracking, vehicle inspection form...)
- Automated assets/equipment & parts load management from the warehouse (full traceability)
- Full communication & notifications with the office from anywhere
- Immediate access to the latest jobs schedule with clear indication of the jobs for the day and what job needs to be done next
- During the job:
- One-tap action items to guide your employees in the field and to enforce consistent workflows and data collection across the entire fleet:
- In-transit: automatic job status update for the office, time tracking for job costing, "I'm on my way" customer notification
- Turn-by-turn navigation with live traffic conditions, estimated time of arrival, alternate routes...
- On-site: automatic job status update for the office, time tracking for job costing, "Your technician has just arrived" customer notification
- Installation/Repair/Inspection/Maintenance paperless mobile forms (including pictures, location, timestamps, barcode, signature...)
- Estimate/quote management directly in the field (including full access to the products & services catalog & pricing, pictures, signature...)
- Parts & materials used to perform the work for job costing
- Invoicing & payment capture on-site
- All update & information captured is automatically pushed in real-time to the office (and the app also works offline)
- All customers information is available including contact information, job history, current balance & pending invoices if any
- One-tap action items to guide your employees in the field and to enforce consistent workflows and data collection across the entire fleet:
- After the job:
- Checklist to keep track of anything that needs to be completed at the end of a shift:
- All jobs not completed are automatically displayed for review a& action
- If needed, unload any parts or assets/equipment back to the warehouse
- Vehicle inspection form
- Any administrative or safety procedure (e.g. time off request, incident description...)
- Time tracking review and sign out
- Checklist to keep track of anything that needs to be completed at the end of a shift: