This document outlines remote tech features for various product releases between late 2011 and beyond. Key features include configuring features by tech, password changes, call list customization, inventory transfers, editable call details, verification questions, emailed summaries, and enhanced time tracking. Future releases will include native mobile apps, inventory history, notification centers, and a new Remote Service Manager product to help managers oversee remote tech teams.

1. Remote Tech Features
For Releases
2011.Q4 2012.Q1 2012.Q2
And Beyond
Plus a sneak preview of our newly announced product, Remote Service Manager!
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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 products
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3. 11/11/2012 3

4. 2011.Q4 Configure Features by Tech(s) or all Techs.
Available on all options
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5. 2011.Q4 Configure Features by Tech(s) or all Techs.
Available on all options
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6. 2011.Q4 Techs can change their Password.
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7. *2011.Q4 Tech can Create Inventory Requests
AllowInventoryRequests
*Feature Option
Feature name
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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
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9. †
2011.Q4 Call List: New optional columns:
Bill Code, Priority, Contract Type.
*
† Configured by editing the Config file rather than a Feature option.
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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 Warehouse
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11. Call Summary
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12. Call Summary
2012.Q2
*2012.Q1 AllowRecivedTimeEdit
2012.Q2
Now
scrollable
.
*2012.Q1 AllowDescriptionEdit
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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.
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14. *2012.Q2 IP & MAC addresses editable – (8.0 only).
Call Summary
AllowIPAddressEdit AllowMACAddressEdit
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15. Call Summary
2012.Q2 History Link now available for On-Hold calls & calls
accessed via Call Search.
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16. 2012.Q2 Bar code scanning, iOS and Android
Via 3rd Party applications.
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17. *2012.Q2 Multiple bins for Tech Warehouse
ExtendedWarehouseSupport
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18. *2012.Q2 Add items from any bin in the Tech’s
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warehouse. ExtendedWarehouseSupport
Add serialized items
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*2012.Q2 3 Use items from a customer warehouse
ExtendedInventorySupport *2012.Q2 4 Allow non-inventory items
*2012.Q2 5 Allow Expense Items
ExtendedInventorySupport
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1
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19. *2012.Q2 Allow pre-ordering materials
ExtendedInventorySupport
Tech “pre-orders” the part before dispatching to the call.
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20. *2012.Q2 New feature settings for Allocating Inventory
ExtendedInventorySupport
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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.
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22. *2012.Q2 Average Monthly Volume
ShowAvgMontlyVolumeInfo
2012.Q1 Meters sorted by type. ShowMeterCredits
FORCE AllowLiveMeterForce
ShowAvgMonthlyVoumeInfo
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23. 2012.Q2 Misc now displays Standard Adjustment
from e-automate – Tech can elect to not use it.
If AllowLaborEdit
enabled, Labor
Menu appears.
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24. * 2012.Q2 Tech restricted to editing their own labor
AllowLaborEdit
If AllowLaborEdit enabled, Labor Menu appears.
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25. * 2012.Q2 With the restriction enabled Tech can only
edit their labor.
AllowLaborEdit
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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.
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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
• None
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28. * 2012.Q1 Tech enters Verification information for proof
that the Tech was at the customer’s office.
GatherVerificationInformation
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29. *2012.Q1 Verification information from customer.
GatherVerificationInformation
Service Call History showing Verification from RT.
Remote Tech Service Call History.
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30. *2012.Q1 Verification information from customer.
GatherVerificationInformation
e-automate Service Call Notes.
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31. 2012.Q1 Credits shown upon call completion.
ShowMeterCredits
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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.
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33. *2012.Q1 Emailed Service Call Summary (PDF).
SendServiceCallSummary
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34. *2012.Q1 Create Service Calls for unknown equipment.
AllowUnknownEquipment
Free form Entry
Tech can request that new
equipment to be created.
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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.
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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.
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37. 2012.Q3 Enhanced Time Tracking
• Helps techs fill-in daily time gaps.
• Auto fill-in small gaps.
• Easily used on a Smartphone.
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38. 2012.Q3 Enhanced Time Tracking
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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.
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40. Q4 and Beyond
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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.
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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.
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43. ™
REMOTESERVICEMANAGER
Service and Customer History - Equipment & Item History
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44. ™
REMOTESERVICEMANAGER
Service related reports from the field
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45. ™
REMOTESERVICEMANAGER
Technician and Customer Mapping
 Integrated with Google Maps
 Manager can see locations of
 Technicians, color coded by status
 Service call locations
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