Remote Tech Features                             For Releases         2011.Q4 2012.Q1 2012.Q2                            A...
Tech AnyWare            General Information      (801) 709-2730            Upgrade Assistance        info@tech-anyware.c...
11/11/2012   3
2011.Q4 Configure Features by Tech(s) or all Techs.                           Available on all options11/11/2012          ...
2011.Q4 Configure Features by Tech(s) or all Techs.                           Available on all options11/11/2012          ...
2011.Q4 Techs can change their Password.11/11/2012                                              6
*2011.Q4 Tech can Create Inventory Requests                        AllowInventoryRequests      *Feature Option       Featu...
†              2011.Q4 Each Tech – Option for Unique Call List View                            Custom Call List for Techni...
†                 2011.Q4 Call List: New optional columns:                         Bill Code, Priority, Contract Type.    ...
*2011.Q4 Transfer from company & customer warehouses.                      AllowCustomerOnSiteWHTransfers                 ...
Call Summary11/11/2012       11
Call Summary                                      2012.Q2                            *2012.Q1 AllowRecivedTimeEdit        ...
Call Summary                     2012.Q2 Sales Rep.                     2012.Q1 Contract Number                           ...
*2012.Q2 IP & MAC addresses editable – (8.0 only).                                 Call Summary                   AllowIPA...
Call Summary   2012.Q2 History Link now available for On-Hold calls & calls           accessed via Call Search.11/11/2012 ...
2012.Q2 Bar code scanning, iOS and Android                     Via 3rd Party applications.11/11/2012                      ...
*2012.Q2 Multiple bins for Tech Warehouse                      ExtendedWarehouseSupport11/11/2012                         ...
*2012.Q2   Add items from any bin in the Tech’s                                      1                                    ...
*2012.Q2 Allow pre-ordering materials                      ExtendedInventorySupport    Tech “pre-orders” the part before d...
*2012.Q2 New feature settings for Allocating Inventory                      ExtendedInventorySupport11/11/2012            ...
*2012.Q2 Show Item Prices                          ShowItemPrices       Show Item Pricing Settings – Techs can do the foll...
*2012.Q2 Average Monthly Volume                      ShowAvgMontlyVolumeInfo2012.Q1 Meters sorted by type.                ...
2012.Q2 Misc now displays Standard Adjustment                     from e-automate – Tech can elect to not use it.         ...
* 2012.Q2 Tech restricted to editing their own labor                        AllowLaborEdit                              If...
* 2012.Q2 With the restriction enabled Tech can only                       edit their labor.                        AllowL...
*2012.Q2 Techs can add, edit, and review notes:                       Call, Work Order, Make, Customer, Contract,         ...
* 2012.Q1 Verification                    Tech can choose a question                       GatherVerificationInformation  ...
* 2012.Q1 Tech enters Verification information for proof                       that the Tech was at the customer’s office....
*2012.Q1 Verification information from customer.                        GatherVerificationInformation             Service ...
*2012.Q1 Verification information from customer.                       GatherVerificationInformation                      ...
2012.Q1 Credits shown upon call completion.                     ShowMeterCredits11/11/2012                                ...
*2012.Q1 Tech can email Service Call Summary to the                      customer as call is completed, or for previous   ...
*2012.Q1 Emailed Service Call Summary (PDF).                       SendServiceCallSummary11/11/2012                       ...
*2012.Q1 Create Service Calls for unknown equipment.                          AllowUnknownEquipment             Free form ...
Upon invoicing the call in e-automate,             New Equipment Add screen automatically appears.                   Appea...
Bug Fixes   2011.Q4  • Travel, labor, overtime not always updating after arrive/depart.  • Some Smartphones did not size p...
2012.Q3 Enhanced Time Tracking• Helps techs fill-in daily time gaps.• Auto fill-in small gaps.• Easily used on a Smartphon...
2012.Q3 Enhanced Time Tracking11/11/2012                                    38
2012.Q3 Other features   •   Technician Assists.   •   Display next and last PM date and meter information.   •   Pricing ...
Q4 and Beyond11/11/2012                   40
• Native app for Android.             • Native app for iOS.             • Inventory Management History.             • Item...
Introduces             REMOTESERVICEMANAGER ™         Leverage the power of                  ™           to manage your se...
™                         REMOTESERVICEMANAGER             Service and Customer History - Equipment & Item History11/11/20...
™             REMOTESERVICEMANAGER             Service related reports from the field11/11/2012                           ...
™                             REMOTESERVICEMANAGER             Technician and Customer Mapping                Integrated ...
Remote tech enhancements 2012 eug 20121103
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Remote tech enhancements 2012 eug 20121103

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Presentation from 2012 EUG. Covers enhancements from 2011.4 to 2012.2, plus Q3 planned and Q4 and beyond

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Remote tech enhancements 2012 eug 20121103

  1. 1. Remote Tech Features For Releases 2011.Q4 2012.Q1 2012.Q2 And BeyondPlus a sneak preview of our newly announced product, Remote Service Manager! 1
  2. 2. Tech AnyWare  General Information (801) 709-2730  Upgrade Assistance info@tech-anyware.com.  Demonstrations Charles Erwin  New Licenses (801) 709-2733 Office  Product literature (512) 810-0933 Mobile cerwin@tech-anyware.com  Webinar schedules  Demonstrations  New updates  New products11/11/2012 2
  3. 3. 11/11/2012 3
  4. 4. 2011.Q4 Configure Features by Tech(s) or all Techs. Available on all options11/11/2012 4
  5. 5. 2011.Q4 Configure Features by Tech(s) or all Techs. Available on all options11/11/2012 5
  6. 6. 2011.Q4 Techs can change their Password.11/11/2012 6
  7. 7. *2011.Q4 Tech can Create Inventory Requests AllowInventoryRequests *Feature Option Feature name11/11/2012 7
  8. 8. † 2011.Q4 Each Tech – Option for Unique Call List View Custom Call List for Technician Ann Surely. Tech Gus Pike to view calls with this view.11/11/201 †Configured by creating a custom call list file for each tech. Associated in UseCustomListConfig 82
  9. 9. † 2011.Q4 Call List: New optional columns: Bill Code, Priority, Contract Type. * † Configured by editing the Config file rather than a Feature option.11/11/2012 9
  10. 10. *2011.Q4 Transfer from company & customer warehouses. AllowCustomerOnSiteWHTransfers Customer On-Site Warehouses Transfer allowed when the Tech is Dispatched to a Service Call and the Warehouse is associated with the: • The equipment on the Service Call or; • The customer identified on the equipment location or; • The Equipment customer or; • The Service call customer. Structural Engineering, Customer On-Site Warehouse11/11/2012 10
  11. 11. Call Summary11/11/2012 11
  12. 12. Call Summary 2012.Q2 *2012.Q1 AllowRecivedTimeEdit 2012.Q2 Now scrollable . *2012.Q1 AllowDescriptionEdit11/11/2012 12
  13. 13. Call Summary 2012.Q2 Sales Rep. 2012.Q1 Contract Number 2012.Q2 Installation date. 2012.Q1 Warranty expiration.2011.Q4  Equipment replaced on a call, change bill code & remove meter readings.  Non-metered equipment swapping.11/11/2012 13
  14. 14. *2012.Q2 IP & MAC addresses editable – (8.0 only). Call Summary AllowIPAddressEdit AllowMACAddressEdit11/11/2012 14
  15. 15. Call Summary 2012.Q2 History Link now available for On-Hold calls & calls accessed via Call Search.11/11/2012 15
  16. 16. 2012.Q2 Bar code scanning, iOS and Android Via 3rd Party applications.11/11/2012 16
  17. 17. *2012.Q2 Multiple bins for Tech Warehouse ExtendedWarehouseSupport11/11/2012 17
  18. 18. *2012.Q2 Add items from any bin in the Tech’s 1 warehouse. ExtendedWarehouseSupport Add serialized items 2 *2012.Q2 3 Use items from a customer warehouseExtendedInventorySupport *2012.Q2 4 Allow non-inventory items *2012.Q2 5 Allow Expense Items ExtendedInventorySupport 1 1 2 3 4 5 11/11/2012 18
  19. 19. *2012.Q2 Allow pre-ordering materials ExtendedInventorySupport Tech “pre-orders” the part before dispatching to the call.11/11/2012 19
  20. 20. *2012.Q2 New feature settings for Allocating Inventory ExtendedInventorySupport11/11/2012 20
  21. 21. *2012.Q2 Show Item Prices ShowItemPrices Show Item Pricing Settings – Techs can do the following: *Customer Specific Price *Tech can add an additional discount. *Tech can choose not to bill the item.11/11/2012 21
  22. 22. *2012.Q2 Average Monthly Volume ShowAvgMontlyVolumeInfo2012.Q1 Meters sorted by type. ShowMeterCredits FORCE AllowLiveMeterForce ShowAvgMonthlyVoumeInfo 11/11/2012 22
  23. 23. 2012.Q2 Misc now displays Standard Adjustment from e-automate – Tech can elect to not use it. If AllowLaborEdit enabled, Labor Menu appears.11/11/2012 23
  24. 24. * 2012.Q2 Tech restricted to editing their own labor AllowLaborEdit If AllowLaborEdit enabled, Labor Menu appears.11/11/2012 24
  25. 25. * 2012.Q2 With the restriction enabled Tech can only edit their labor. AllowLaborEdit11/11/2012 25
  26. 26. *2012.Q2 Techs can add, edit, and review notes: Call, Work Order, Make, Customer, Contract, Caller, and Tech. ShowCallNotes *Features Admin - which notes to display. *Notes can be read only.11/11/2012 26
  27. 27. * 2012.Q1 Verification Tech can choose a question GatherVerificationInformation from the drop down menu. Questions are defined by the Administrator Verification Options: • Upon arrival • Upon departure • Both • None11/11/2012 27
  28. 28. * 2012.Q1 Tech enters Verification information for proof that the Tech was at the customer’s office. GatherVerificationInformation11/11/2012 28
  29. 29. *2012.Q1 Verification information from customer. GatherVerificationInformation Service Call History showing Verification from RT. Remote Tech Service Call History.11/11/2012 29
  30. 30. *2012.Q1 Verification information from customer. GatherVerificationInformation e-automate Service Call Notes.11/11/2012 30
  31. 31. 2012.Q1 Credits shown upon call completion. ShowMeterCredits11/11/2012 31
  32. 32. *2012.Q1 Tech can email Service Call Summary to the customer as call is completed, or for previous calls. SendServiceCallSummary 2012Q2 Tech can now preview the Summary.11/11/2012 32
  33. 33. *2012.Q1 Emailed Service Call Summary (PDF). SendServiceCallSummary11/11/2012 33
  34. 34. *2012.Q1 Create Service Calls for unknown equipment. AllowUnknownEquipment Free form EntryTech can request that newequipment to be created.11/11/2012 34
  35. 35. Upon invoicing the call in e-automate, New Equipment Add screen automatically appears. Appears if Tech checked Create equipment on invoice on the previous screen.11/11/2012 35
  36. 36. Bug Fixes 2011.Q4 • Travel, labor, overtime not always updating after arrive/depart. • Some Smartphones did not size pages correctly. • Invalid user consumes licenses. • Reassign rescheduled call to unassigned. • When equipment is replaced on a call, change bill code & remove meter readings. 2012.Q1 • Caller contacts preserved when rescheduling calls. • Correct department assigned on materials. • Now recognizes Billing Account Code overrides properly. • Redirect to Tech Login if session times out. 2012.Q2 • 8.0, sort calls for techs from e-automate now honored. • Service Call Summary displays if call is dispatched but not arrived. • Entire problem description now visible in Call Summary. • Verification on completion no longer required. • Verification(s) now appear if odometer reading popups are cancelled.11/11/2012 36
  37. 37. 2012.Q3 Enhanced Time Tracking• Helps techs fill-in daily time gaps.• Auto fill-in small gaps.• Easily used on a Smartphone. 11/11/2012 37
  38. 38. 2012.Q3 Enhanced Time Tracking11/11/2012 38
  39. 39. 2012.Q3 Other features • Technician Assists. • Display next and last PM date and meter information. • Pricing information on the Service Call Summary. • Configure Call Type options when creating a call.11/11/2012 39
  40. 40. Q4 and Beyond11/11/2012 40
  41. 41. • Native app for Android. • Native app for iOS. • Inventory Management History. • Item Usage History. • Enhanced End Customer Experience (ETA). • Time Tracking – End of Day Processing. • RT 2.0 – Apps and Enhanced Web UI. • Notification Center.11/11/2012 41
  42. 42. Introduces REMOTESERVICEMANAGER ™ Leverage the power of ™ to manage your service team Using a mobile device in the field:  Monitor the performance of your teams;  Drill down on key service-related information;  Contact customers and technicians;  Provide assistance in mission-critical activities. Remote Service Manager, empowers service managers to be in the right places at the right time to guide their teams to success.11/11/2012 42
  43. 43. ™ REMOTESERVICEMANAGER Service and Customer History - Equipment & Item History11/11/2012 43
  44. 44. ™ REMOTESERVICEMANAGER Service related reports from the field11/11/2012 44
  45. 45. ™ REMOTESERVICEMANAGER Technician and Customer Mapping  Integrated with Google Maps  Manager can see locations of  Technicians, color coded by status  Service call locations11/11/2012 45

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