ServiceTracker Dynamic Mobile for iOS v2.2.2

ServiceTracker Dynamic Mobile v2.2.2

ServiceTracker  are pleased to announce the new release of our Dynamic Mobile application (v2.2.2) to the Apple Store for our iOS customers.

As this release comes with many changes, existing users will need to completely uninstall the current version before installing this latest version.

Here is a list of all the new features and enhancements

1. New home page

You can now access all of the features of the app in a brand new home page visible immediately after the initial download

2. Timesheet – clocking on and off

The “Start Work” button on the new front page is now active.  If required, technicians can click on this when they start their day or shift and press it again “Finish Work” when they clock off.  This can then be turned into an accurate time-sheet through Reports.

3. Personal Events

If required, technicians can now request time off from their line manager by clicking on the “Personal” button on the new front page and creating an event. This is also useful for internal meetings, vehicle checks, stock takes and much more

4. Documents

All documents required by the technician to perform their duties (Permits, COSHH, MSDS, Health & Safety etc) can be stored in folders within ServiceTracker and exposed to the technicians who can view them by clicking on the “Documents” icon on the new front page.  You can also store URL links to other document management systems and websites.

5. Ability to add inspections  to a visit;

You can now add inspections for items that are held on a site but have not been added to the visit.  On the inspection just click on the “+” button which is top right of the screen.  You will then be presented with a list of items on a page called “Items on this site” which are not on the visit.  Simply click on the ones you want to add and click “Yes” when presented with the pop-up box saying “Are you sure you wish to create an inspection for this item”.  This will then add the item to the list of inspections for that visit.

6. Creating a new inspection item

You can now create a brand new inspection item and inspection record within the visit you are working on in the app.  Follow the same process as above and when you get to the page “Items on this site”, click on the “+” button top right, choose the record type for the item you are adding and press “SELECT”. Fill in all the required details and click “CREATE”. Add as many as you wish and then go back a page to add the items to the visit to be inspected.

7. Creating a quote for the customer on site

At the bottom of the main visit page, look for the dollar sign on the right hand side in the blue bar. Clicking on this page will take you to the Quotes page.  Click “+” and fill in all the necessary details to create the quote. Press on “+ New Lines” to add individual Products with Prices where already applied.  Click on the three dots to the right of the Line Item (more button) if you wish to add the Location and Description of the item.  This is useful if you then want to convert the item you are quoting for into an inspection item.

Finally, if you have acceptance from the customer to proceed, ask them to sign in the grey box.  All the captured information can be converted into a PDF quote / work order / service agreement as long as this has been set up in advance.

8. Images of Inspection Items

You can now upload images to an inspection item and these will be displayed on the mobile.  This can be very useful for technicians who are not sure what they are looking for when going to service it.

9. Indicate Overdue Visits in the Nearby Tab

When searching for nearby visits, all visits that are overdue can now be identified by a red star.  These are also in order of date oldest first

10. Refresh All Data Function

Significant improvements applied to the speed of this function

11. Minor Enhancements

  • Prep / Waste List now in alphabetical order, plus duplicate items removed from the list
  • Clear Offline Data option now further down the menu so it cannot be pressed accidentally
  • Enhancements to the on-site printed report
  • Visits only showing as “Overdue” if they are a day overdue or more (not up to the minute)
  • “Today” and “This Week” tabs now showing in the correct sequence
  • Completed Date now showing on the completed Tab and now in order of completed first
  • Improvements made for issues experienced on the Samsung S6 (we do not recommend this phone)


If you have any questions about the new mobile application or would like trial of the new app please contact us on 033 022 31022

ServiceTracker Dynamic Mobile v2.2.2

ServiceTracker Dynamic Mobile v2.2.2

ServiceTracker  are pleased to announce the new release of our Dynamic Mobile application (v2.2.2) to the Google Play Store.

As this release comes with many changes, existing users will need to completely uninstall the current version before installing this latest version.

Thank you to everyone who gave us feedback during the beta testing phase which has been really valuable.  Please keep the feedback coming as we strive to continuously improve the app.

Here is a list of all the new features and enhancements

1. New home page

You can now access all of the features of the app in a brand new home page visible immediately after the initial download

2017-04-09 11.17.17

2. Timesheet – clocking on and off

The “Start Work” button on the new front page is now active.  If required, technicians can click on this when they start their day or shift and press it again “Finish Work” when they clock off.  This can then be turned into an accurate time-sheet through Reports.

3. Personal Events

If required, technicians can now request time off from their line manager by clicking on the “Personal” button on the new front page and creating an event. This is also useful for internal meetings, vehicle checks, stock takes and much more

4. Documents

All documents required by the technician to perform their duties (Permits, COSHH, MSDS, Health & Safety etc) can be stored in folders within ServiceTracker and exposed to the technicians who can view them by clicking on the “Documents” icon on the new front page.  You can also store URL links to other document management systems and websites.

5. Ability to add inspections  to a visit;

You can now add inspections for items that are held on a site but have not been added to the visit.  On the inspection just click on the “+” button which is top right of the screen.  You will then be presented with a list of items on a page called “Items on this site” which are not on the visit.  Simply click on the ones you want to add and click “Yes” when presented with the pop-up box saying “Are you sure you wish to create an inspection for this item”.  This will then add the item to the list of inspections for that visit.

2017-04-09 11.25.48

6. Creating a new inspection item

You can now create a brand new inspection item and inspection record within the visit you are working on in the app.  Follow the same process as above and when you get to the page “Items on this site”, click on the “+” button top right, choose the record type for the item you are adding and press “SELECT”. Fill in all the required details and click “CREATE”. Add as many as you wish and then go back a page to add the items to the visit to be inspected.

7. Creating a quote for the customer on site

At the bottom of the main visit page, look for the dollar sign on the right hand side in the blue bar. Clicking on this page will take you to the Quotes page.  Click “+” and fill in all the necessary details to create the quote. Press on “+ New Lines” to add individual Products with Prices where already applied.  Click on the three dots to the right of the Line Item (more button) if you wish to add the Location and Description of the item.  This is useful if you then want to convert the item you are quoting for into an inspection item.

 

2017-04-09 11.26.09

Finally, if you have acceptance from the customer to proceed, ask them to sign in the grey box.  All the captured information can be converted into a PDF quote / work order / service agreement as long as this has been set up in advance.

8. Images of Inspection Items

You can now upload images to an inspection item and these will be displayed on the mobile.  This can be very useful for technicians who are not sure what they are looking for when going to service it.

9. Indicate Overdue Visits in the Nearby Tab

When searching for nearby visits, all visits that are overdue can now be identified by a red star.  These are also in order of date oldest first

10. Refresh All Data Function

Significant improvements applied to the speed of this function

11. Minor Enhancements

  • Prep / Waste List now in alphabetical order, plus duplicate items removed from the list
  • Clear Offline Data option now further down the menu so it cannot be pressed accidentally
  • Enhancements to the on-site printed report
  • Visits only showing as “Overdue” if they are a day overdue or more (not up to the minute)
  • “Today” and “This Week” tabs now showing in the correct sequence
  • Completed Date now showing on the completed Tab and now in order of completed first
  • Improvements made for issues experienced on the Samsung S6 (we do not recommend this phone)

2017-04-09 11.25.23
If you have any questions about the new mobile application or would like trial of the new app please contact us on 033 022 31022

Meet our new Product Development Manager

We are very pleased to introduce the newest member of our team, Ian Clarke who joins ServiceTracker as Product Development Manager.

Ian

Ian has a huge passion for what can be achieved with technology and has a very wide and diverse range of development projects under his belt. Over the past 10 years he has worked with a number of large corporations from SSE to United Utilities and Oliver Ashworth Group PLC.  Ian brings a wealth of knowledge, skills and experience to  ServiceTracker and we are extremely excited to be working with him on new and innovative projects in the coming months.

“After working for a large corporate entity I was missing the buzz of working for a young forward thinking company. The passion shown by Mike and Nigel for both their product and more importantly their customers, drew me in.
Service Tracker is a fantastic product and I’m looking forward to having a hand in it’s evolution.”

On a personal level, Ian is a keen mountain biker, amateur guitarist, nature lover and taxi driver to his 9 year old daughter.  He is involved in various local community projects including heading up the committee for “Van Road Trails”,  providing a legal spot for local riders to ride and race.

Bike

Please do join us in giving Ian a warm welcome and we hope to see you at various events over the UK soon.

ServiceTracker for Apple iOS

ServiceTracker launches a brand new Mobile application for iOS which is available to download via the Apple Store now!  The app (compatible with iPhone, iPad and iPad Mini) was approved by the US Apple development team in the last 24 hours, following rigorous testing and has been piloted by a select group of mobile users over the past few months to ensure it meets our customer’s specific requirements.

AppStoreiOS

There are a number of new features added especially for the launch, including the ability show inspection/asset images on the mobile, the ability to view nearby visits by priority, a brand new home screen, the ability to log your time-on, time off for true time-sheet capabilities, personal activities, formula fields and much much more

iPad Home Screen

As with the ServiceTracker Android application, the iOS app is completely dynamic which means all fields are customisable by you and immediately updated and available on the next Sync Cycle.

iPad Map Screen iPad Visit List Screen

All of the features from the ServiceTracker Android application are included with the iOS app and any development updates will be applied to all of our platforms simultaneously.  Upgrades are applied on a monthly basis and the app remains free to download to your device at any time.

iPad Map Screen iPad Visit List Screen

To speak to us about the launch or to take a trial of ServiceTracker together with the all new iOS Mobile Application, call us now on 03302231022

ServiceTracker Award Winning Service Management Solutions!

On Friday 18th November, ServiceTracker attended Wales’s most hotly contested and prestigious business awards ceremony, hosted by BBC’s Jamie Owen.  We were up against some well established and truly amazing finalists but in the end there could be only one winner, so we are very pleased to announce that ServiceTracker came home with the Trophy.

ServiceTracker Award       cbfa14-logo         Award

The Innovation award recognises and rewards an IT initiative that can demonstrate an innovative new product, solution or service that has delivered measurable benefit for business users or customers in areas such as application development, e-commerce, hosting, or web-based services.

ServiceTracker are honoured to receive the award for Software Innovation at the CBF Awards and be recognised for our service management products and services.  We look forward to the opportunities that this recognition will bring us in the near future and thank the Caerphilly Business Forum for a fantastic night

A huge thank you also to all of our customers who have helped us to develop ServiceTracker into the system it is today and continue to enhance the software with all of their superb ideas.

Top 7 challenges encountered by a growing Service Management Business

We have spoken to many Service Management companies over the past 3 years and have created a list of the top 7 challenges faced with systems and process and ultimately the difficulty in managing a  service management business.

Top 7 challenges encountered by a growing Service Business

  1. Controlling State of Service
  2. Customers need more information (especially trend analysis)
  3. Customers need ‘real time’ information
  4. Field staff areas difficult to control, hard to measure productivity
  5. Ensure that invoicing is done rapidly
  6. Increasing filing capacity (work reports)
  7. Increasing cost of updating log books

Together with the process challenges and information gathering headaches, we also identified some of the complex system challenges which are not solely limited to Service Management but are relevant in many businesses across the UK.

System Challenges

  • Many different systems to do the job
  • The software doesn’t talk to each other
  • Constant double-keying of data
  • Lost information
  • Missed billing, lost quotes
  • A maze of information
  • Wasting time searching
  • Too much paperwork

Now it was time to put ServiceTracker to the test to see if we could overcome some of these challenges faced by the Service Management Companies we spoke with and resolve the issues and headaches.  Firstly we outlined the benefits of using just 1 system to tackle the system challenges.

Benefits of using 1 complete system

  • Improve responsiveness to your customers
  • Save time planning and completing jobs
  • Reduce administration costs
  • Improve customer satisfaction and retention
  • Improve quality of management information
  • Reduce or even eliminate paperwork
  • Connect with remote monitoring systems

Then we got down to business and took on each challenge one by one, starting with the business and operational challenges…

Top 7 Solutions for a growing Service Business when using ServiceTracker

  1. Real-time state of service = no missed or overdue visits
  2. All visit data captured  (especially trend analysis) complete with pictures
  3. Real time’ customer information (electronic reports and portals)
  4. Simple territory management & productivity reporting
  5. Rapid invoicing as soon as the job is complete
  6. All data in one place, searchable and accessible in seconds
  7. No more paper log books to keep up to date. Everything online

Then there were the system benefits…

ServiceTracker System Benefits

  • One system do the job of many
  • All departments and processes connected to each other
  • No double-keying of data
  • No lost information
  • No missed billing or lost quotes
  • A wealth of information at your fingertips
  • No wasting time searching
  • No unnecessary visits to the office to collect or drop off paperwork

But we didn’t just stop there as there was so much more to more to shout about…

  • More Visits Completed (avg 8 per month per tech)
  • More Business (average growth of 37% year on year)
  • Better communication (customer portal and mobile notifications)
  • Better management (calendars, GPS mapping, reporting)
  • Better visibility (Assets, Resources, Equipment)
  • Faster Cash Collection
  • Faster Visit Completion (mobile technology)
  • Faster Reporting (automatic electronic reporting)
  • Save on admin Time (around 14h per tech per month)
  • Save fuel Costs (save approx. 9% per month)
  • Save travel Time (around 17h per tech per month)

In summary, using ServiceTracker resolved 100% of the top challenges faced by the companies we met with and provided huge ROI and other benefits that were not considered at the time of the survey.  We know that a system such as ServiceTracker; doing the job of many non-integrated systems, providing all of your information in one place, tacking on every single one of the challenges you face with systems and process is good for business.

Take our 30 day trial to see for yourself

Contact Us

Britannia House

Caerphilly Business Park

Caerphilly

CF83 3GG

Connect:

Twitter: @ServiceTrkr Facebook: facebook.com/servicetracker

LinkedIn: Linkedin.com/Company/ServiceTracker

w:www.servicetracker.uk.com e:info@servicetracker.uk.com t: 033 022 31 022

 

ServiceTracker At PestTech 2016

Pesttech

ServiceTracker had a fantastic time at PestTech 2016 yesterday. We hosted a break-out session in the morning entitled “Pest Systems that truly manage your business” which brought in an above average crowd and allowed us to demonstrate the power and benefits of using one system to manage your entire business.  The slides can be found on slideshare by clicking here

We also held an exhibit for the entire day where we were able to demonstrate the complete system capabilities including mobile solutions, mobile printing capabilities (through our partnership with Brother), fleet management (through our partnership with TomTom) and route planning (through our partnership with Maxoptra).

PestTech2016 PestTech2016-2

Around 200+ companies came to see us directly throughout the day and we had a overwhelming amount of interest in our software solution. We look forward to following up with you all in the next few days and would like to thank you all for your time and interest.

Thank you also to Adam, Julie and the Team at the NPTA for hosting such a great event and being very responsive and helpful throughout the day.

 

 

 

 

Introducing ServiceTracker Lite™

STLiteLogoTransparent

ServiceTracker is a complete end-to-end system that can manage your entire business from an initial quotation/risk assessments right through to an invoice with all the bells and whistles in-between. We appreciate that a full scale system such as this is not always an immediate requirement for some business starting off and it may be a daunting prospect when you first log in and see all the features of ServiceTracker all at once.

We have listened to your feedback and we have adapted ServiceTracker to give you “ServiceTracker Lite™

All of the standard features are still in the system (asset management, quotes, work-orders, invoices, portals, actions, client attachments, vehicles, GPS Mapping etc etc) but they are simply not visible right away and can be rolled our and configured as you scale up.

Here are some of the features of  ServiceTracker Lite™

The New ServiceTracker Lite™ App

ServiceTracker Lite App

You can select ServiceTracker Lite™ at any time using the app selector within ServiceTracker. Switch back and forth the full ServiceTracker system or restrict users to only ServiceTracker Lite™

Reduced Tab Bar

ServiceTracker Lite Tab Bar

Only the basic tabs are shown in ServiceTracker Lite™ and, as everything can be viewed from the Client screen, this is the only tab you will need to access your customers.  The ServiceTracker Calendar will allow you to drag and drop appointments and visits and reporting allows you access to critical information and dashboards

Reduced Home Page

 ServiceTracker Home Page

We have removed Task management, approvals, calendars, actions and many of the components that are visible from the home page to provide you with only the 3 most important metrics for your business which are completely customizable

Reduced Side Bar

ServiceTracker Lite Side Bar

The ServiceTracker Lite™ sidebar gives you access to Quick Create, Recent Items and, if activated, the Standard Salsforce.com email integration and calendar.

More focus on Quick Create

Quick Create    

The Create New button has been removed from ServiceTracker Lite™ and Quick Create has replaced all methods of data entry.  This means that you can now create your Client, Contract, Schedule, Visits in a matter of clicks and we take care of the duplication checking and validation.

Reduced Page Layouts

ServiceTracker Page Layout

The Client screen has been given the ServiceTracker Lite™ treatment and we have removed most of the related lists, fields and shortcuts, providing you with a reduced view and access to the ServiceTracker console directly from the record page. You can still access contracts, schedules, visits and mapping features using the compact view.

ServiceTracker Lite™ puts you in control of your customer records, technicians and visits and our new dynamic mobile solution provides you with the ability to scale back the questions and forms your technicians complete.

We also have a standard service report which can be used right away with no customisation keeping deployment time to a minimum.  Just upload your logo and you are away.

For more information on ServiceTracker Lite™ please contact us today

033 022 31022

10 Tools That Will Make Your Customers’ Lives Easier

Customer Portal

 

Many companies are offering their customers superior customer service through the use of engagement tools that encourage them to have greater interaction with their brand.  This is a smart strategy, considering consumer-to-consumer word of mouth generates more than twice the sales of paid advertising. By making services accessible to your customers, you’ll increase the likelihood that your customer will have a good experience and in-turn become a brand advocate.

Here are 10 useful customer service tools you can use to empower your customers and foster an environment for future success:

1. Forums

A forum is a specific type of online community that creates an opportunity for crowd-sourcing. Here, you can collect and respond to customer feedback. Popular forums will quickly grow in popularity and become a place where product experts who many not even work for your company can combine forces with your own customer service agents, creating a community that can chime in about a products or help to resolve issues in a much more timely matter. You get the benefit of seeing a lot of customer feedback, and you can see how customers react to the solutions that are provided in the community.

2. Social Media

Social media is an essential tool for businesses of any size. Maintaining a static social page is not enough. Nowadays an inactive social media profile is the online version of having an empty store. Create a social media presence and use it to engage with customers, connecting with them and responding to their problems or issues on a timely basis.

We know that customers who engage with companies via social media channels spend somewhere between 20% to 40% more with that company, so harness that opportunity to increase sales by maintaining good social practices.

3. Online chat

Offering an online chat option (like the one included in the ServiceTracker customer portal) is another way to foster a good online experience for your customers.  You can answer questions quicker, save conversations, share media and provide support 24/7

4. SMS

As an organisation, you want to be where the customer is so you may want to add a new communications channel into your customer support mix by offering SMS as an option. SMS texts can reach the customer immediately via their phone altering them of forthcoming visits, compliance issues, follow-ups and billing information.

5. Automated Email Alerts

Using Automated Email  alerts every-time a visit is completed, an inspection is non-compliant or there is an element of risk in any of the work carried out puts your customer directly in the driving seat and gives them real-time information on how their sites are performing.  Nowadays you could even go completely paperless (As some of our customers at ServiceTracker already have) and deliver your Service Reports directly to a mailbox within minutes of the visit completion.

6. Mobile

Consider offering a free mobile application for your connected customers (Just like the one ServiceTracker offers as part of the customer portal) to provide them with information on the move. Mobile apps can reach your customers in real-time and increase interaction with your brand, an important step when you consider that 4 in every 5 consumers use smartphones to shop and 50% of mobile users prefer to use a customer service app to resolve their issue before jumping on the phone.

Serving the customer through a mobile app, which is already optimised for mobile use, provides a quick and easy purchase and resolution experience. Another perk: Mobile apps keep your company or brand top-of-mind for your customer.

7. Action Management Systems

Action Management systems or help desk systems, such as the one offered through ServiceTracker, help your customer get a quick, accurate answer to their issue or call out request. Actions can track an issue from beginning to end and your customers can receive notifications as to the progress of their issues, so they know your organisation is being proactive. The new trend in this type of customer support is “predictive support”, which means a company can anticipate problems via software, and proactively work on fixing them.

8. Customer satisfaction surveys

Customer satisfaction surveys are important at various touch points, such as after a sale or after an issue is resolved. Allowing your customers to give feedback provides you with valuable information on how to build a better customer journey, and it can help instil trust in your brand. This trust is important to build, because it can cost five to 15 times more to acquire a new customer than gain repeat business from an existing one.

9. Customer portal

A customer portal is a dedicated internal system, usually within your website, that allows your customers access to personal data. Customers can view their purchase history, track visits, save favourite items, or get personalised assistance through their customer portal. Portals allow customers to personalise their experience, which encourages consistent interaction with your brand and repeat business. Customers that take the time to nurture their space on your online portal are making a valuable investment in your company by sharing and storing personal information.

10. Connected devices

Another way to enhance the customer journey is to offer connected devices (such as wearable technology) that can “talk” to one another. With the rise of the Internet of Things (IoT), more and more consumers are gravitating toward devices that can send data to other devices. More companies will continue to harness this trend to connect more intimately with consumers. Investigate this option when looking at ways to improve the experience for your customer.

Whether it’s as simple as providing online reviews or as complex as building an online community, you have the power to provide your customers with tools to empower them during their customer journey. The more tools you provide, the greater the chance that you’ll be building brand advocates along the way.

ServiceTracker offer many of these tools and services as standard through our ServiceTracker Operations Management software and we also are able to integrate with many companies to provide social media, SMS, Surveys, Forums and much more

Call us know to find out more 033 022 31022 

Run your business from your smart phone

Analytics Mobile

 

It feels like it happened overnight, but you really can run your business from your mobile with ServiceTracker. Using just your phone you are able to see all the key metrics for your business, all the quotations in your pipeline, how your service team are doing, what your customers are doing, the state of service, the wins, the renewals, the trouble areas and much more.

While the Cloud is fuelling faster innovation, the smartphone is the pioneer in our connected world. With more than 6B smartphones in 2020 The Mobile Revolution is giving all of us far more power than a computer in the mainframe age, right in the palm of our hand. This shift is changing the way society interacts and does business.

Source: 6B smartphones by 2020- http://www.fiercewireless.com/europe/story/report-smartphone-connections-reach-6b-2020/2014-09-12

Your customers are highly mobile and so should you be. Part of getting closer to your customer than ever before, is freeing up your business to take place wherever you are. The phone has more power than anything now and it should be 100% connected to your business, and more importantly your customers.

Using ServiceTracker and Salesforce.com, your customers can access customer portals directly on their mobile, log incidents and actions directly through the mobile, check their state of service, conformance level and view visit reports, next visits.  Your customers can interact with you anywhere, anytime.

Your technicians use ServiceTracker mobile to complete service visits, obtain signatures, take pictures of services,  order parts, create actions, print or send service reports, get access to the most up-to-date service information and stay in constant contact with the office

Your Sales teams use Salesforce1 mobile to update forecasts, enter new prospect information, gain access to the most recent sales documents, log calls, create quotations and send information directly to the the customer or prospect without even leaving the room

Management teams use mobile to check the state of service, run reports on individuals, get an overall picture of the business, view sales, view new contracts and gain access to every piece of information in the ServiceTracker system.

 

To find out how ServiceTracker can help you and your customers go mobile please contact us on 03302231022