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Mobile Software Technology, LLC,[object Object],WWW.MOSTFOR.COM,[object Object]
Main Menu,[object Object]
Main Menu,[object Object]
Main Menu,[object Object]
Main Menu,[object Object]
Main Menu,[object Object]
Main NAV Bar,[object Object]
DISPATCH,[object Object],BOARD,[object Object]
Dispatch Board,[object Object]
Dispatch Board,[object Object]
Dispatch Board,[object Object]
Dispatch Board,[object Object]
Dispatch Board,[object Object]
Dispatch Board,[object Object]
Dispatch Board,[object Object]
CUSTOMER,[object Object],CARD,[object Object]
Customer Card,[object Object]
Customer Card,[object Object]
Customer Card,[object Object]
Customer Card,[object Object]
Customer Card,[object Object]
Customer Card,[object Object]
Customer Card,[object Object]
Customer Card,[object Object]
WORK,[object Object],TICKET,[object Object]
Work Ticket,[object Object],Customer Overview 1 Tab,[object Object]
Work Ticket,[object Object],Customer Overview 2 Tab,[object Object]
Flat Rate Book,[object Object]
Flat Rate Book,[object Object]
Flat Rate Book,[object Object]
Flat Rate Book,[object Object]
Flat Rate Book,[object Object]
QC Checklist Entry,[object Object]
Work Ticket:,[object Object],Work Detail Overview Tab,[object Object]
Assigning Customer Equipment,[object Object]
DR Review,[object Object]
Liability Waiver Forms:,[object Object],Refrigerant Leak,[object Object]
Liability Waiver Forms:,[object Object],Rental Agreement,[object Object]
Liability Waiver Forms:,[object Object],Carbon Monoxide,[object Object]
Liability Waiver Forms:,[object Object],Water Main Sign Off,[object Object]
Liability Waiver Forms:,[object Object],Condensate Refusal,[object Object]
Liability Waiver Forms:,[object Object],Cracked Heat Exchanger,[object Object]
Work Ticket,[object Object],Work Details Tab,[object Object]
Work Ticket:,[object Object],Work Details Alternative Tab,[object Object]
Work Ticket,[object Object],Finishing Up Tab,[object Object]
Work Ticket,[object Object],Finishing Up Tab : Payments,[object Object]
Work Ticket,[object Object],Finishing Up Tab : Emailing,[object Object]
TICKET,[object Object],REVIEW,[object Object]
Ticket Review,[object Object]
Ticket Review,[object Object]
Ticket Review,[object Object]
Ticket Review,[object Object]
Ticket Review,[object Object]
Ticket Review,[object Object]
Reports & Dashboards,[object Object]
Commission Report,[object Object]
Material Replenishment,[object Object],Report,[object Object]
Unapproved Jobs ,[object Object],Report,[object Object],Unapproved Jobs ,[object Object]
Call Back ,[object Object],Dashboard,[object Object]
Marketing Reports,[object Object]
Closing Ratio Stats,[object Object]
Equipment Marketing Report,[object Object]
Department Manager Dashboard,[object Object]
Company Overview Dashboard,[object Object]

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Most Overview Slide Show

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Notas del editor

  1. MOST Story:Several years ago, Rite-Way Ventilating Company of Tucson, AZ went looking for a mobile technology that would streamline business operations between the office and the field. It tested a handful of excellent products, but even the best of the demos lacked the truly comprehensive, high-tech management approach sought by the HVAC/Plumbing company. Founded in 1959, Rite-Way decided that, since the marketplace didn't yet offer such a detailed, easy-to-use product, it would leverage its experience and create a company dedicated to the development of such technology.  Today, through the partnership of cutting edge developers and industry professionals, that breakthrough innovation is the MO.S.T.- Contractor program, which provides a variety of innovative tools that are now reshaping the way service contractors deliver products and services. With over 45 years of contracting experience and 20 years of software development experience MO.S.T– Contractor was formed in 2008 to solve the major workflow issues facing  HVAC/Plumbing/Electrical contractors across the country. Mobile Software Technology was formed to developed to make workflow from the field and office much simpler, more efficient and profitable. Our experience within the industry demonstrated to us that most Contractors handle the same data entry many times which is very inefficient. This redundancy of handling data many times often led to more errors, greater fatigue on employees , frustrated customers and most of all a time lag to getting paid for services provided to our customers.
  2. Note:Discuss some of the peripheral features of the program; find out key areas they are interested in so you know what to spend more time on than others.For example: Do they mainly do residential work?Do they do any new construction?Do they manually do any liability waiver forms?The top line shows:Program versionUser logged inMain menu broken down into following sections:Daily OperationsAccountingDashboardsReportingSystem Setup FilesHelp
  3. Accounting Section:Seamless Integration with QuickBooksThe MO.S.T.-Contractor QuickBooks Link does not replace QuickBooks, but enhances and compliments QuickBooks. What MO.S.T. Contractor transfers to QB:CustomersJob site addressesInstallation Jobs separately so you can use QB job costing featuresTime Cards (Not in your demo version of the program)Purchase Orders (Not in your demo version) With our integration to QuickBooks your company will save your company time and money from having to perform duplicate entry. You will never have to enter data twice, as all of your critical information flows in real time throughout every part of your business.  Other accounting packagesMO.S.T.-Contractor is a very robust program and can be integrated to many different accounting packages. Please call us to discuss with what accounting software you are currently using and we can discuss integrating MO.ST.-Contractor
  4. Dashboards Section:Dashboards are a real key part of the MO.S.T. System, it gives managers and owners important information in real time so the business can make fast informed decisions. Towards the end of the demo you will focus in more on specific dashboards the system has.
  5. Reporting Section:Reports is another area that we have created that really focuses on industry specific functions to streamline your businessSome reports we will show you are:spiff reporttruck stock replenishment reportservice agreement revenue recognition
  6. System Setup FilesEmployee Card- Question- Has keeping track of employees training classes they have attended or being able to manage a technician sales goal been a company challenge? If so spend some time on employee cardTrack certificationsEmployee checked out toolsClasses takenSales GoalVehicle Card: Question- Has keeping up with vehicle maintenance been an issue for your company? If so show vehicle cardTrack repairsVehicle registrationInsurance info
  7. Main NAV Bar
  8. Select the dispatch board of the main NAV bar.
  9. Dispatch Board broken into 3 main sections.The top section (highlighted) is designed to help filter/select dispatch information to show on the main board.
  10. The information on the board can be changed by switching any of the following criteria:Show: This will change the dispatch board view. Although the timeline view is the most popular other views that exist are: Time Line, Day, Work Week, Week and MonthDepartment: The program allows for multiple departments; such as, Service, Plumbing, Retro Fit, New Construction and so on. These departments are all definable by the user. This allows for having multiple dispatch boards up just specifying a department for easier viewing.Service Area: Another nice feature is the ability to show for particular service area as each employee can be assigned a particular area, which will help for scheduling.Employee: If you want to only show the dispatch board for a particular person.Date: Date of dispatch board change be changed by selecting the date and viewing a calendar control.Routing (Bus Symbol): Mapping the calls for the selected day for all the departments. This currently uses Microsoft MapPoint but will be offering up Google access as well.Dashboard (Pie Chart Symbol): Schedule Call DashboardShow All / Show Current: Filter the dispatch board between these 2 options.Show Invoice Tickets: Defaulted to clicked for true; however, if unchecked then any invoiced appointments will not show on the board to make it easier for viewing anything outstanding.
  11. Middle Section is the body of the dispatch board.This will show all appointments based on the selected criteria in the top section.All appointments are color coded by stage to make it easier for when viewing the board and quickly knowing what is status of calls.Here are some other features of the main body. (next slides)
  12. Right Click on Tech. to see (Scheduled Hr., Worked Hr., Home Zip code) also extend date range to one week and show data
  13. Right Click on empty part of board to show time off, pencil in appointment, new appointment.This is useful to record doctor appointments, time off or any other issue where the employee cannot be scheduled.
  14. Right Click on ticket gives the user the ability to easily perform many tasks:Set the priority of a callChange the stage quickly and easily. Explain how easy it is to dispatch a callDuplicate a ticketShow where on the map this address isIf using GPS then locate other vehicles with relation to the address of this callQuick and easy access to the customer card for the job site of the selected ticketEasily unassign the appointment so that the call can be put back in the grid below to be assigned alter.If wanting to send this call to an employee without a tablet, like an estimator, “Add to Outlook” will create a calendar entry which can be then sent to whomever the user wishes. All the information on the call are transferred into outlook notePrint the invoice for the selected ticketPrint a work ticketIf you are using the NavTrak GPS Garmin units we can transfer the address information directly to the unit
  15. Bottom 1. Show how you can sort by promised date or desired date in unassigned work orders and why you would want to do that from a business falsify 2. Mapping employee locations if they have GPS3. Ask if there are any questions on dispatch board at this point if4. Click on create new customer   
  16. Explain the customer tree with customer billing address and job sites belowGo over all the search options- Name, address and phone numberYou can search by partial information (fuzzy filter) demonstrate by adding in 3 digit phone number.Spend some time on search by model and serial numberGreat for recallsMarketing campaignsThen select Click (name to be changed Ford)
  17. Highlight the things that make our product differentYou can Tag a customer account to a specific estimatorTag customer account rep or can be used for preferred technicianServing Customer since good to know for marketingCapture and store credit cards and e-checksWe mask the credit card info and e-check account and routing numberExplain the preauthorized amount button which is great for tenant landlord situations or securing the diagnostic fee upfrontTouch briefly on a few icons they will see throughout the demoTime stampSpell checkAudit logic (Not fully finished)Tracks anytime the customer card has been opened or a field changed.We have audit logic on work tickets, job card, and PO’s along with the customer card 
  18. This is where all the properties (job sites) for the customer billing resideHighlight some key fields we track on every jobsiteService areaCustomer classJobsite Note: Need tall ladder, don’t let the cat outCommunity- tracks subdivisions (spend some time on if company does New Construction)Additional phone numbers
  19. Existing tickets- explain “standard A” you see throughout the program
  20. Equipment- show filter option on the grid- again a standard program feature
  21. Service Agreements- Open a non-expired agreementDiscuss you can add multiply add on salesAdditional filter changesWe pre-make all future visits for easy access and gives CSR’s and dispatches a great tool to decrease standby time of our revenue producersRecurring bill option being released December
  22. Scanned documentsGreat for contractsBefore and after picturesCustomer lettersFacility Floor plansSpecial Schematics
  23. Job Card :Touch on job card which is our installation moduleTracks all equipmentPO’sJob Scheduling including sub-contractors, shop time, estimators’ time, job survey, etc.Track Permits and reason for failureInvoice section can handle change orders or additional sales
  24. The work ticket in the BO office is very similar to the work ticket the technician see’s out in the field. The customer overview tab 2 is the only section the tech does not receive Some key features of our work ticket:Reason for callWe track estimated minutes the job will takeSkill level required to complete the taskEasy to select reason for call: Add a reason for callShow the categories and sub categoriesReason containsAdd number IDCall 1st informationLead source trackingDispatch notes: explain standardized notes Key Area of the program PREVIOUS RECOMMENDATIONSDiscuss how giving the office staff quick access to previously declined work sales can be increased Explain tech also see previous declined work on his 1st screen alsoSum up the 1st screen as everything you need to know to schedule the service call
  25. This is screen to finish scheduling the service callKey sections to focus onEasy access to Service agreement statusTracking of Call backs start at the work ticket stageShow Technician Bio ConfirmationSet the call to dispatch
  26. This is the section the technician builds his diagnostic sheet with his recommended repairs. The technician will get a signed approval prior to beginning any repairs. The flat rate book is quick and easy way to access all items in the price book. Flat rate or time and material books can be set up by categories such as HVAC/Plumbing/Electrical then sub categories
  27. There are a few different ways to easily find the flat rate repair you want. The first way is to use the “Drop Downs”. These drop downs are meant to be organized the same way the flat rate book would be. Each category can have a list of sub categories or “sections” in the flat rate book.For example if we wanted to find acompressor repair you could click on “Main Category” of “HVAC”. Then for the “Sub Category 1” click on “SERVICE”. Now when you click on “Sub Category 2” you will notice a lot of service repair choices. If you do not see your choice use the scroll bar to see more of the choices.Find “COMPRESSOR REPAIRS” and select that to only show those repairs in the grid.
  28. Another way to easily find the flat rate repair is to use the “fuzzy” filter fields. At the top of the screen there are 3 blank fields. Any value you fill in will search either the “Description” or the “Service Code” (this can be changed by clicking on the “Search By” radio button). As show in the example typing in “370” will look for that number anywhere in the description. Click on the “Search by Service Code or Description” button to perform the filter search.Also, if you want to quickly filter that list you can type in another search criteria in the 2nd box. This will further filter the information.Remember, what is truly great about this is you do not have to type in a full word. So if looking up “compressor” you can type in “comp” or “compr” to save time.
  29. Once you have all compressor items on the screen discuss there is additional information on each repair which can be useful. Here is a description of the grid columns:“Serv. Code”  this is the flat rate repair service code as entered into the price book.“Description”  description of the flat rate repair.“Stock Location”  this helps the tech know if this should be in his truck or at the warehouse“Multi”  typically the tech enters in a qty of 1; however, to make it easier for them if they want to create multiple items they can increase qty. For example, if they make the Qty = 2 and click on “MULTI” the program will create 2 line item repairs, if “MULTI” not clicked then one line created with a Qty = 1.“Freq. Used?”  we can designate repairs as “frequently used”. This is designed to make it easier to find those items that occur more than others. Clicking on the “Show Frequently Used Items” will filter the list on this.“Qty”  quantity desired, typically 1 for flat rate repairs. If you double click on the line item then the Qty will increase to 1. If you want to remove a line item just make the Qty = 0 and the repair will not be added to the ticket.3 pricing columns. This typically shows 3 levels of pricing, Service agreement price, Standard price and Overtime price. They are for marketing and reference.“Note”  “A” Notes field that lists everything that is included in the repair. If the cell shows a capital “A” then there is a note. If it is a lower case “a” then there is no note. The note shows very useful information to the tech; such as what the repair includes and is needed.
  30. Once you have selected the flat rate repairs you can easily see what has been chosen by clicking on the “Show Selected” box. Doing so will only show items that have a quantity greater than 0.If you want to remove an item simply change the quantity to 0. To refresh the list deselect and then reselect the “Show Selected” box. Click “Continue” to add all the items to the work ticket or “Cancel” to not add.
  31. Each QC checklist is designed by the company to suit their own needs with their own questions and options.The following are the different parts of the checklist:“Seq #”  the sequence number is set at the office and puts the questions in the desired order.“Description”  what the question / comment the technician is looking into.“Yes / No”  if the question is a yes/no then the technician can just check this box.“Actual”  if the question requires a value, like input voltage, then the number is entered in here.“Mfg Specifications”  manufacturer specifications.“Min Val” and “Max Val”  these will have the allowable min and max value if desired.“Option List”  Some comments/questions the technician will check have a drop down list to make the choices easier.“Instruction Tip”  Here the office can setup any tip they want to alert the technician too when they are doing this checklist item.“Note”  Here is where the technician can enter in any extra note if they want.“Save” will save and exit the screen“Exit” will not save but exit the screen“Print QC Check List” will save the information and display the checklist prior to printing.
  32. Attach equipment to line items
  33. This is the form the technician is presenting to the homeownerThe top note section is a value building statement and a description of the repairs that are neededThe form displays standard and service agreement pricing, the highlighted column is the price the customer pays.The technician or the homeowner can mark the items approved, chose alternative, future recommendation or declinedExplain chose alternate- this is a good/better/best scenario where the homeowner has selected one of the choices Approved items total at the bottomCustomer signs for all approved items
  34. Begin to show liability forms- pick 2-3 that are most relevant to the client demoing the software. REMEMBER: you must be on certain line items to bring up proper formsR-22 = Refrigerant leak search document
  35. Portable A/C= Rental Agreement
  36. NSI 3000= Carbon Monoxide Waiver
  37. Water main shut off
  38. EZ Trap = Condensate Refusal
  39. Cracked Heat Exchanger
  40. Now the tech completes the work and can change the “Work Status” field. Options are: Completed, Need to Return, Needs Part and RescheduleDiscuss how approved and completed items triggers the truck stock replenishment reportDiscuss we have a daily report that displays all jobs that we need to return to or needs a part
  41. In the alternate view screen you are able to add a fixed or percent discount to any line item.
  42. The finishing up tab outlines the approved items and displays if a discount has been applied to any line items. You can also apply a discount to the entire ticket. The customer and technician signs the successful completion of the work. Payment is also collected at this time by selecting the add payment button. The invoice can be printed or e-mailed. Once work ticket complete is selected the field employee will be taken to his time card.
  43. The add payment forms allows the field employee to process e-checks and credit cards, along with taking cash, money orders, or standard checks to name a few. It the technician does not have a internet signal he can save the e-check or credit card payment and then process the payment once he has internet connectivity again.
  44. All documents can easily be checked and e-mailed to customerTechnician can personalize the e-mailIf customer e-mail on file than the field will be populated.If technician adds e-mail address it will update the customer account cardReturn to Finishing up screen and complete work ticket
  45. All work tickets must be reviewed prior to be sent to QuickBooks.
  46. This is our ticket review grid which is very flexible to manage work orders. The grid can be sorted by any column for example by primary technician or stage. The top filter criteria also gives you the ability to narrow down the work tickets you need to review. For example you may only want to see tickets for a specific department or date range.
  47. The ticket Overview 1 tab gives you a quick snapshot of all the information that was taken when the call was set up.This screen tells you the workers assigned and the length of time they spent on the call along with labor efficiency.You also have access to call profitability. To access detailed call profitability information double click on the call profitability wording at the top of the screen
  48. Ticket Review/ Ticket General Information 2 The ticket review general information tab allows you to review Diagnostic Review Notes Invoice Notes Ticket Review Note (Technician/Dispatch Debrief Note) Approved and Declined work Ticket Total and payment received Customer signatures for approval to proceed with work and customer signature for successful completion of work Any additional forms that were filled out on the work ticket can be reviewed
  49. When reviewing line items this is the area you will attach any commission tied to the job.
  50. When creating a service agreement all future maintenance visits can be premade at this time so they can be easily scheduled in the future. Additional filter changes or service can be added to an active agreement at a later time. If service contract is not prepaid in full,invoices can be premade so future billings do not get missed.
  51. After the work ticket has been reviewed, commission assigned, and service agreements set-up the ticket is ready to reviewed ok which will put it in the Batch to accounting screen and ready to post to QB’s. No Charge tickets can be sent straight to history and does not need to go to accounting. The reviewed ticket can be printed or e-mailed to a customer
  52. The commission report is very flexible and allows you attach apply spiffs or for company’s that pay techs strictly commission can that option is also available. The commission report will also be able to handle piece work payroll
  53. The Material replenishment will keep truck stock accurate. Any materials that are used on a job will appear on the replenishment report. The replenishment report will also tell you if the item is a truck stock/warehouse/or non stock material.The material replenishment report can also list the equipment that was tied to the flat rate job. This helps manage warranty parts
  54. Unapproved Jobs report is a great way for office staff to make outbound calls and follow up with clients that have declined work on a previous service call. This report is sorted by job type or category. For example you can pull up all customers that declined coil cleaning in the summer and offer them a 5% discount in the slow time to increase business. You can also use the report for a customer that declined carbon monoxide monitors and send then a postcard or e-mail going over the danger of CO poisoning
  55. Tracking Call Backs is a very important part of the program. We have a dashboard that breaks down the call back by type of call back (Low Voltage, Water leak, customer service, failed part etc.). This will help you determine what areas of additional training is required for office and field employees. We als have another call report that gives us additional information like the call back cost the company on labor and what the resolution was. With both these reports you can implement a great call back program and begin to reduce call backs in your organization.
  56. E-Mail ReportYou can run various filters to target marketing campaignsServicing location fromBy a certain Zip CodeCustomer Class- Commercial Clients, Residential Clients, Property Management etc.By Community/New Construction subdivision, So when you know the warranty is up on a particular new construction project you can e-mail or mail service contract informationTarget customers that your company installed the equipment or customers that had their equipment installed by another contractor
  57. Track depart closing ratio and employee closing ratioThis dashboard gives you access to how many time an item has been quoted and sold. This is a great tool when coaching technicians. Who is really quoting service agreements, add on up- sell items, system replacement referrals. It also gives you insight on who is quoting items but not selling because they need additional training on features of benefits.
  58. Equipment Marketing report can help you direct market customers with a specific brand of equipment, age of equipment or efficiency rating. The report can all also gather information when standard parts amd labor expire or when an extended warranty is expiring.
  59. Track Key performance indicators in real time by departmentDepart Revenue, accessory sales, performed maintenance visits, Revenue per man hour, average tickets, travel time, employee labor efficiency, active, new and expired service agreements, employee time off.
  60. Track Company Statistics in Real TimeCompany Daily Revenue, # of new customers, Revenue of Contracted jobs, received estimate appointments, Lead sources of scheduled work, Office ability to complete and close work tickets in a timely manner. Employee scheduled hours, worked hours and revenue.