Field Service：移动解决方案.pdf

1、Mobile Solutions for Field Service:Getting the Most out of AcumaticaValentina Diaz and Cindy Whitner2Presented byValentina DiazLead Business AnalystCindy WhitnerSr.Product Manager3AgendaIntroductionsFrom Scheduling to Collecting Data in the FieldFuture Changes in SchedulingMarketplace SolutionsSumma

2、ry of the SessionQ&AFrom Scheduling to Collecting Data in the FieldFrom Scheduling to Collecting Data in the FieldTodays mobile workforce needs reliable tools and processes.This session will cover the basic workflowExplore new ways to empower field service teams with Acumaticas mobile.6From Scheduli

3、ng to Collecting Data in the FieldDemo OverviewSchedule an appointment on the calendarView the scheduled appointment on the mobile appStart the appointmentCapture an expenseSign the appointmentComplete the appointmentFrom Scheduling to CollectingData in the Field:DEMOService Order Type Setup:Time Be

4、haviorFor the demo,the service order type was configured to automate the following actions:Appointment StartSet the start time in the appointmentSet status In Process for all detailsAdding a log for the staff member and the service assigned to him/herAppointment CompletionSet the end time in the app

5、ointment and the logsSet status completed for logs9How Does Acumatica Mobile App Makes it Easy for Technicians to Enter Data?Get directionsAttaching images from job siteAutomation options for logging timeVoice to text functionality to capture notesCapturing the customers signature and providing a si

6、gned reportUse image recognition to add expense receipts to appointmentsFuture Changes in Scheduling11Future Changes in SchedulingImprovements coming for the Calendar Board FS300300The enhanced Calendar Board will replace the functionality of multiple boardsAdvanced filters(and the ability to save t