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Mobile Workforce Management
for Field Operations
GeoPal is a
cloud service
and mobile app
to manage
mobile
workforces,
reducing admin
costs and
increasing
productivity,
giving your
business a
competitive
edge.
GeoPal is a cloud service and mobile app for companies
that need a better way to manage staff providing services out in the field.
GeoPal provides you with real-time visibility and management of your field employees,
leading to 50% reduction in admin costs and up to 20% increase in productivity.
GeoPal gives you a competitive edge, enabling you to win more business.
What is GeoPal?
GeoPal for Field Operations
GeoPal is so flexible in deployment it can be used to manage just about any
workflow requirement for your field staff. Currently used by Field Operations
companies to manage their field staff across a number of technical and service
industries.
• Get a real-time view of the status and location of
workers and historical data showing the amount of
time spent completing jobs in the field.
• Improve cash flow with real-time proof of delivery
and elimination of paper job sheets, allowing you to
invoice immediately on job completion and reduce
costs.
Visibility
Lack of visibility of staff
when they leave the
office, leading to
inefficient scheduling,
compliance issues
Productivity
Low productivity due to
inefficient scheduling, or
paperwork processing
delays
Efficiency
High administration costs
due to manual processing
of paper forms & data re-
entry
Proof of Delivery
Lost, incomplete, or delayed
paperwork = no proof of
service delivery and
inaccurate records
Problems Solved by GeoPal
Reasons to adopt GeoPal
Competitive Edge
Need to move business
information quickly between
the office and field staff to stay
competitive.
Cost Pressures
Economically challenging
times forcing companies to
look at more efficient ways of
doing business.
Smartphone Revolution
Low cost, feature-rich
smartphones and tablets,
bandwidth everywhere and
getting faster
Compliance with Regulation
& Legislation
Need efficient way to monitor
worker performance & safety,
Vehicle Inspection Checks, Risk
Assessments
How it works
There are two parts to GeoPal, a mobile app and a web management
system.
The mobile app is used to replace paper work orders and service
dockets,
allowing field employees to work smarter and faster.
• Collect information in the field using configurable mobile forms
• Receive job details with map and customer history
• Clock in and out of shifts
• Raise a panic alarm in emergency situations
• Provide time, date and location-stamped proof of service delivery
GeoPal mobile apps are available for Android and iOS.
How it works
The GeoPal web management application streamlines operations, providing
detailed data
and real-time reports for improved business insight and decision making.
• Cloud-based web management application can be accessed anytime, anywhere.
• Used to create mobile forms and workflows, manage assets, schedule and dispatch jobs.
• Track the location of field workers, assets, customers on an interactive map.
• Customize, schedule and analyze reports and data collected in the field in real-time.
• Configure tools and add-ons for asset management and lone worker protection.
GeoPal’s features can be configured to support almost any business requirement
• Mobile Data Capture
• Location & Mapping
• Scheduling & Dispatch
• Verify Time & Location
• Asset Management
• Lone Worker
Protection
• Connect for Mobility
Replacing paper forms with customisable mobile forms
Ability to view the real-time location of staff in the field
Ability to schedule and dispatch jobs via a simple drag and drop action
Time & attendance, Proof of Delivery etc. verified with time, date, and location stamps
Ability to view assets, jobs, workers and companies on the map
Provide panic alarm, status checks & still detection to protect staff in hazardous situations
Flexible and open APIs enable you to add mobility to almost any existing IT system
GeoPal Features
Forms Dispatch Locate Verify Assets Protect Connect
GeoPal creates significant efficiencies in managing scheduling and dispatching jobs to
teams and technicians out in the field. Save time on admin to get more work completed
per day.
View the real-time location of staff to assign jobs to the person
closest to the job site, eg. for unplanned maintenance requests.
Faster response times will increase customer satisfaction.
Schedule planned work to staff and dispatch to their mobile
with full details of location, and tasks to be completed,
ruling out the need to return to the office between jobs to
collect paper job sheets or return service dockets.
Streamline Operations in the Office
With GeoPal, staff can work smarter and faster with standardized
job instructions and real-time job status reports sent back to the
office, getting more work done per day and improving first-time
fix rate.
• Staff receive their jobs on their mobile phone and can see
the exact location of the job and the time allotted to the job.
• Using the GeoPal app the staff member can work through the
job steps and confirm in real-time as each step is completed.
• Staff can also create additional jobs in the GeoPal
system, enabling lead generation in the field.
Streamline Operations in the Field
GeoPal ensures service delivery is verified with electronic signatures, time, date and
location-stamps, providing detailed records for monitoring or auditing service delivery.
• Proof of delivery is verified with sign-on-glass, time-date & location stamps for invoicing
on job completion.
• Confirmation of tasks completed is time and date stamped and transferred to the web
management system in real time.
• This means invoices are issued immediately on job completion for shorter billing cycles.
No more delayed or lost paperwork causing delays in issuing invoices.
• Customer satisfaction with service provided is verified with signature captured on site,
resulting in up to 90% reduction in disputed invoices.
Verified Proof of Delivery
GeoPal enables real-time visibility of activities in the field, including locations of staff, assets and
job status, facilitating critical decision-making and increasing control of operations.
Shift Tracking - Staff use GeoPal mobile app to clock in and out of shifts.
Achieve payroll savings with accurate records of shifts worked.
Location Monitoring - Increased visibility with GPS location tracking of
staff & assets provides instant status updates, and increases compliance
for internal staff & sub-contractors. View a route replay of field staff
journeys to eliminate any unnecessary or unauthorised journeys, reduce
fuel costs, and increase staff productivity.
Asset Management - Using RFID or barcodes, track and manage assets in the field. GeoPal
enables automatic triggers for asset service jobs, eg. based on next service due dates.
Enhance Visibility to Improve Productivity
Provide a better service, at lower cost, with the latest cloud and mobile solution from
GeoPal, integrated with your existing IT systems for an end-to-end solution.
Enhance the investment in your office systems by adding mobility to these systems,
providing a communication channel between your office and field staff, to improve the
quality of service provided and enhance reporting for your business.
GeoPal’s flexible and open API suite enables you to integrate with
almost any existing IT system, including finance, invoicing, ERP, HR
stock and inventory management, and more.
Get a competitive edge with the latest technology
GeoPal enables real-time reporting and analysis of work completed in the field.
• Increased visibility and operational control, to support critical decision-making.
• Real-time progress updates and confirmation of job completion enables
immediate invoicing and increases customer satisfaction.
• Use job data from GeoPal to create custom reports.
• Analyse statistics showing the actual time spent
travelling to and completing jobs to find efficiencies
and optimise
staff schedules and job assignments based on this information.
Real-Time Reporting & Data Analysis
Companies using GeoPal:
• Eliminate up to 100% of paperwork and data re-entry
• Reduce administration time and costs by up to 50%
• Improve employee productivity and compliance by up to 20%
• Reduce disputed invoices by up to 90%
• Increase customer satisfaction with service delivery
• Improve visibility of employees and assets in the field
• Create detailed, accurate reports in minutes rather than days
• Irrefutable proof of delivery with real-time verification of data
• Assist in meeting mandatory Health & Safety Regulations
Benefits of GeoPal
Who is using GeoPal for Field Operations?
Who else is using GeoPal?
GeoPal is so flexible in deployment it can be used to manage just about any data
collection or workflow scenario for staff out in the field. GeoPal is currently used by
companies in:
Smart FacilitiesManagement
Engineering &UtilitiesHome HealthcareTransport & Distribution
FieldOperations PublicSector
Industrial &
Commercial, Energy
Efficiency Audits,
Maintenance
Haulage, Freight,
Specialty
Transportation, Vehicle
Inspection
Utilities, Industrial
Electrical & Plumbing,
Installations, Repairs
Home Healthcare,
Nursing, Palliative
Care, Regional
Care
Environment, Water,
Housing, Business
Improvement Districts
Telecommunications,
Utilities, Surveying,
Metering, GIS, Audits
Mobile Workforce Management
for Field Operations
GeoPal is a
cloud service
and mobile app
to manage
mobile
workforces,
reducing admin
costs and
increasing
productivity,
giving your
business a
competitive
edge.

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Mobile Field Operations by Geopal Solutions

  • 1. Mobile Workforce Management for Field Operations GeoPal is a cloud service and mobile app to manage mobile workforces, reducing admin costs and increasing productivity, giving your business a competitive edge.
  • 2. GeoPal is a cloud service and mobile app for companies that need a better way to manage staff providing services out in the field. GeoPal provides you with real-time visibility and management of your field employees, leading to 50% reduction in admin costs and up to 20% increase in productivity. GeoPal gives you a competitive edge, enabling you to win more business. What is GeoPal?
  • 3. GeoPal for Field Operations GeoPal is so flexible in deployment it can be used to manage just about any workflow requirement for your field staff. Currently used by Field Operations companies to manage their field staff across a number of technical and service industries. • Get a real-time view of the status and location of workers and historical data showing the amount of time spent completing jobs in the field. • Improve cash flow with real-time proof of delivery and elimination of paper job sheets, allowing you to invoice immediately on job completion and reduce costs.
  • 4. Visibility Lack of visibility of staff when they leave the office, leading to inefficient scheduling, compliance issues Productivity Low productivity due to inefficient scheduling, or paperwork processing delays Efficiency High administration costs due to manual processing of paper forms & data re- entry Proof of Delivery Lost, incomplete, or delayed paperwork = no proof of service delivery and inaccurate records Problems Solved by GeoPal
  • 5. Reasons to adopt GeoPal Competitive Edge Need to move business information quickly between the office and field staff to stay competitive. Cost Pressures Economically challenging times forcing companies to look at more efficient ways of doing business. Smartphone Revolution Low cost, feature-rich smartphones and tablets, bandwidth everywhere and getting faster Compliance with Regulation & Legislation Need efficient way to monitor worker performance & safety, Vehicle Inspection Checks, Risk Assessments
  • 6. How it works There are two parts to GeoPal, a mobile app and a web management system. The mobile app is used to replace paper work orders and service dockets, allowing field employees to work smarter and faster. • Collect information in the field using configurable mobile forms • Receive job details with map and customer history • Clock in and out of shifts • Raise a panic alarm in emergency situations • Provide time, date and location-stamped proof of service delivery GeoPal mobile apps are available for Android and iOS.
  • 7. How it works The GeoPal web management application streamlines operations, providing detailed data and real-time reports for improved business insight and decision making. • Cloud-based web management application can be accessed anytime, anywhere. • Used to create mobile forms and workflows, manage assets, schedule and dispatch jobs. • Track the location of field workers, assets, customers on an interactive map. • Customize, schedule and analyze reports and data collected in the field in real-time. • Configure tools and add-ons for asset management and lone worker protection.
  • 8. GeoPal’s features can be configured to support almost any business requirement • Mobile Data Capture • Location & Mapping • Scheduling & Dispatch • Verify Time & Location • Asset Management • Lone Worker Protection • Connect for Mobility Replacing paper forms with customisable mobile forms Ability to view the real-time location of staff in the field Ability to schedule and dispatch jobs via a simple drag and drop action Time & attendance, Proof of Delivery etc. verified with time, date, and location stamps Ability to view assets, jobs, workers and companies on the map Provide panic alarm, status checks & still detection to protect staff in hazardous situations Flexible and open APIs enable you to add mobility to almost any existing IT system GeoPal Features Forms Dispatch Locate Verify Assets Protect Connect
  • 9. GeoPal creates significant efficiencies in managing scheduling and dispatching jobs to teams and technicians out in the field. Save time on admin to get more work completed per day. View the real-time location of staff to assign jobs to the person closest to the job site, eg. for unplanned maintenance requests. Faster response times will increase customer satisfaction. Schedule planned work to staff and dispatch to their mobile with full details of location, and tasks to be completed, ruling out the need to return to the office between jobs to collect paper job sheets or return service dockets. Streamline Operations in the Office
  • 10. With GeoPal, staff can work smarter and faster with standardized job instructions and real-time job status reports sent back to the office, getting more work done per day and improving first-time fix rate. • Staff receive their jobs on their mobile phone and can see the exact location of the job and the time allotted to the job. • Using the GeoPal app the staff member can work through the job steps and confirm in real-time as each step is completed. • Staff can also create additional jobs in the GeoPal system, enabling lead generation in the field. Streamline Operations in the Field
  • 11. GeoPal ensures service delivery is verified with electronic signatures, time, date and location-stamps, providing detailed records for monitoring or auditing service delivery. • Proof of delivery is verified with sign-on-glass, time-date & location stamps for invoicing on job completion. • Confirmation of tasks completed is time and date stamped and transferred to the web management system in real time. • This means invoices are issued immediately on job completion for shorter billing cycles. No more delayed or lost paperwork causing delays in issuing invoices. • Customer satisfaction with service provided is verified with signature captured on site, resulting in up to 90% reduction in disputed invoices. Verified Proof of Delivery
  • 12. GeoPal enables real-time visibility of activities in the field, including locations of staff, assets and job status, facilitating critical decision-making and increasing control of operations. Shift Tracking - Staff use GeoPal mobile app to clock in and out of shifts. Achieve payroll savings with accurate records of shifts worked. Location Monitoring - Increased visibility with GPS location tracking of staff & assets provides instant status updates, and increases compliance for internal staff & sub-contractors. View a route replay of field staff journeys to eliminate any unnecessary or unauthorised journeys, reduce fuel costs, and increase staff productivity. Asset Management - Using RFID or barcodes, track and manage assets in the field. GeoPal enables automatic triggers for asset service jobs, eg. based on next service due dates. Enhance Visibility to Improve Productivity
  • 13. Provide a better service, at lower cost, with the latest cloud and mobile solution from GeoPal, integrated with your existing IT systems for an end-to-end solution. Enhance the investment in your office systems by adding mobility to these systems, providing a communication channel between your office and field staff, to improve the quality of service provided and enhance reporting for your business. GeoPal’s flexible and open API suite enables you to integrate with almost any existing IT system, including finance, invoicing, ERP, HR stock and inventory management, and more. Get a competitive edge with the latest technology
  • 14. GeoPal enables real-time reporting and analysis of work completed in the field. • Increased visibility and operational control, to support critical decision-making. • Real-time progress updates and confirmation of job completion enables immediate invoicing and increases customer satisfaction. • Use job data from GeoPal to create custom reports. • Analyse statistics showing the actual time spent travelling to and completing jobs to find efficiencies and optimise staff schedules and job assignments based on this information. Real-Time Reporting & Data Analysis
  • 15. Companies using GeoPal: • Eliminate up to 100% of paperwork and data re-entry • Reduce administration time and costs by up to 50% • Improve employee productivity and compliance by up to 20% • Reduce disputed invoices by up to 90% • Increase customer satisfaction with service delivery • Improve visibility of employees and assets in the field • Create detailed, accurate reports in minutes rather than days • Irrefutable proof of delivery with real-time verification of data • Assist in meeting mandatory Health & Safety Regulations Benefits of GeoPal
  • 16. Who is using GeoPal for Field Operations?
  • 17. Who else is using GeoPal? GeoPal is so flexible in deployment it can be used to manage just about any data collection or workflow scenario for staff out in the field. GeoPal is currently used by companies in: Smart FacilitiesManagement Engineering &UtilitiesHome HealthcareTransport & Distribution FieldOperations PublicSector Industrial & Commercial, Energy Efficiency Audits, Maintenance Haulage, Freight, Specialty Transportation, Vehicle Inspection Utilities, Industrial Electrical & Plumbing, Installations, Repairs Home Healthcare, Nursing, Palliative Care, Regional Care Environment, Water, Housing, Business Improvement Districts Telecommunications, Utilities, Surveying, Metering, GIS, Audits
  • 18. Mobile Workforce Management for Field Operations GeoPal is a cloud service and mobile app to manage mobile workforces, reducing admin costs and increasing productivity, giving your business a competitive edge.