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www.pathtracker.io
Workmanagementappforfield
teams
PathTracker
Introduction
PathTracker is a cloud and mobile based Work management platform for
field teams that helps to plan, track and analyse field services.
www.pathtracker.io
• PathTracker App for managers allows job management,
getting real time notifications and generating
daily/monthly reports
• Mobile Apps for field team allows team to be connected
to the back office. They can create and update job details,
check-in at customer locations, get notified on job
assignments and download reports.
AboutUs
Path7 Technologies is a Pvt Ltd company incorporated in April 2016
www.pathtracker.io
Our Mission: To help businesses instrument field
operations easily so as to achieve maximum operational
efficiency
Features
www.pathtracker.io
• Configurable Job forms
• Real time notifications
• Dashboards and reports
• Customer data management and
notifications
• Visual map based planner for
location based job planning
• Customized dashboards, reports and
workflows
• Integration with other business tools
JobForms
www.pathtracker.io
• Job forms allow capturing of accurate data
for each service
• Provides team with accurate job details
including customer location and contact
details, details of job to be done etc.
• Separate job forms can be created for
different activities
CheckIn
www.pathtracker.io
• Field Team can check in at customer
locations
• Check in time, location, address and remarks
can be recorded
• Managers can download consolidated check-
in reports for whole team
Notifications
www.pathtracker.io
• App notifications are received whenever a
job status is changed (assigned, accepted,
rejected, completed)
• Email notifications are received when a job is
completed or cancelled
• Integration to third party business software
is supported
Dashboards
www.pathtracker.io
• Dashboards view provides snap shot views
on open and closed jobs per team member
• Customizable to view business specific
metrics
Reports
www.pathtracker.io
• Monthly Reports can be downloaded directly
from the mobile or web app for each job
type.
• Managers can view consolidated report for
whole team. Team members can view their
individual reports
CustomerJobHistory
www.pathtracker.io
• Previous job history for a customer can be
viewed directly viewed from the app
• This allows team to get instant access to all
previous services completed for a customer
and they can support the customer better
Example ServiceWorkFlow
www.pathtracker.io
• Manager creates a job with customer and job
details and assigns to a team member from the
app
• Assignee gets notified on App when they have a
new assignment
• They can view all job details including customer
address and contact details, scheduled time,
details of job to be done
• They can ACCEPT/REJECT the assignment and
manager gets a notification
• After completing the service, they can update
status and remarks
• Manager gets App and Email notification and
can review details
TeamBenefits
www.pathtracker.io
Service Team Manager
• Access to all job details including
customer location navigation
details from the app
• View all previous job history for a
customer.
• On the go Status Update from App
• Get individual monthly reports
• Reduced paper work and manual
reporting
• Keep track of all jobs in real time
• Real time notifications when jobs
are completed
• Dashboards to view various key
parameters
• Instant access to consolidated
reports for the team
• Reduced administrative work in
creating manual reports
www.pathtracker.io
ThankYou

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Paththracker intro slide

  • 2. Introduction PathTracker is a cloud and mobile based Work management platform for field teams that helps to plan, track and analyse field services. www.pathtracker.io • PathTracker App for managers allows job management, getting real time notifications and generating daily/monthly reports • Mobile Apps for field team allows team to be connected to the back office. They can create and update job details, check-in at customer locations, get notified on job assignments and download reports.
  • 3. AboutUs Path7 Technologies is a Pvt Ltd company incorporated in April 2016 www.pathtracker.io Our Mission: To help businesses instrument field operations easily so as to achieve maximum operational efficiency
  • 4. Features www.pathtracker.io • Configurable Job forms • Real time notifications • Dashboards and reports • Customer data management and notifications • Visual map based planner for location based job planning • Customized dashboards, reports and workflows • Integration with other business tools
  • 5. JobForms www.pathtracker.io • Job forms allow capturing of accurate data for each service • Provides team with accurate job details including customer location and contact details, details of job to be done etc. • Separate job forms can be created for different activities
  • 6. CheckIn www.pathtracker.io • Field Team can check in at customer locations • Check in time, location, address and remarks can be recorded • Managers can download consolidated check- in reports for whole team
  • 7. Notifications www.pathtracker.io • App notifications are received whenever a job status is changed (assigned, accepted, rejected, completed) • Email notifications are received when a job is completed or cancelled • Integration to third party business software is supported
  • 8. Dashboards www.pathtracker.io • Dashboards view provides snap shot views on open and closed jobs per team member • Customizable to view business specific metrics
  • 9. Reports www.pathtracker.io • Monthly Reports can be downloaded directly from the mobile or web app for each job type. • Managers can view consolidated report for whole team. Team members can view their individual reports
  • 10. CustomerJobHistory www.pathtracker.io • Previous job history for a customer can be viewed directly viewed from the app • This allows team to get instant access to all previous services completed for a customer and they can support the customer better
  • 11. Example ServiceWorkFlow www.pathtracker.io • Manager creates a job with customer and job details and assigns to a team member from the app • Assignee gets notified on App when they have a new assignment • They can view all job details including customer address and contact details, scheduled time, details of job to be done • They can ACCEPT/REJECT the assignment and manager gets a notification • After completing the service, they can update status and remarks • Manager gets App and Email notification and can review details
  • 12. TeamBenefits www.pathtracker.io Service Team Manager • Access to all job details including customer location navigation details from the app • View all previous job history for a customer. • On the go Status Update from App • Get individual monthly reports • Reduced paper work and manual reporting • Keep track of all jobs in real time • Real time notifications when jobs are completed • Dashboards to view various key parameters • Instant access to consolidated reports for the team • Reduced administrative work in creating manual reports