The other major improvement we’ve made is to change the basic work-flow for engineers when leaving site. The previous application had three main buttons, Leave, Complete and Abort. Clicking Leave or Complete prompted the user to type in what they’d done on site. The problem with this process was engineers needed to remember what they had done and update their notes only when they where leaving. The new Commusoft mobile application allows the engineer to fill in the job report at any point after arriving on-site. Engineers can tap into the job report, fill in part of it, save it and do something else and return later on to the job report to complete it. This new process makes it more friendly and closer to the standard work-flow of most engineers. The engineer needs to fill out the job report before leaving site. Commusoft intelligently determines whether anymore work is required before letting the engineer mark the job as complete (i.e. there is no to do or future diary events on the job) then it prompts the engineer with the question ‘Is the job complete?’. If the engineer marks the job as complete a notification is sent to the office team prompting them to invoice the job.
This simplified work-flow should be easier for engineers to learn and understand, reducing training costs for companies and better suiting engineers work-flow, reducing engineers complaining about using technology.
Commusoft’s new upgrade brings all of this flexibility while keeping it simple for the engineer. Customisable arrival questions, allowing the engineer to fill in a set of pre-defined questions when they arrive on site, particularly useful when asking engineers to complete a set of safety questions before he starts work.
Completing certificates have changed significantly
Certificates have always been a critical feature. Many of our clients completed Domestic Gas Safety Certificates on a daily basis. Commusoft have had a lot of feedback around how we could improve this process and are pleased to share now a number of key improvements which we think will dramatically change the way your business manages these documents.
Firstly, certificates can be partially created, saved as a draft and returned to later. This means engineers aren’t forced to complete a certificate in one go.
Secondly, certificate are saved as drafts after every page is saved. This information is then synced with the server. This process allows office staff to view and monitor draft certificates as they are created, reducing the risk of engineers partially completing a certificate, but not saving it (and therefore loosing the information).
Thirdly, if there has been a mistake on a certificate, the engineer is now able to clone a certificate (copying all of the details on the original certificate into a new draft certificate), fix the problem and re-sign the certificate quickly and easily.
There are lots of industry standard certificates out there. We get requests for new certificates every week. We’re pleased to announce that we’re launching new gas, oil and electrical certificates in our first release. We’re also planning dozens of new certificates for later on this year.
Improvements to emailing certificate and printing from site
Certificates can be previewed at any point during the creation processes. This lets you show the customer/tenant what the certificate looks like prior to them signing the certificate. Once the certificate is complete, engineers can email to one or more email addresses as well as print or print and post the certificate straight from their mobile device.
Filling in estimates
Managing estimates on our mobile application has always been limited. Commusoft’s upgrade changes that by allowing engineers and sales people to fill in estimates from their phone and tablet devices, email and print the estimate on the move and have customers accept estimates from site by capturing a signature.
Commusoft has undertaken a huge upgrade across it’s mobile application in regards to security. Instead of the simple ‘mobile settings’ options we previously provided the system now uses the more flexible role based security system, allowing far greater control over what you users/engineers can see and do.
The improved mobile experience is a huge part of our commitment to building the best job management system possible. We see an ever shifting trend in the Plumbing, Heating, Gas and Electrical industry towards simpler mobile working. Small businesses want to reduce their administrative costs while providing better services to their customers and tools like the iPhone, iPad, Android phone and Android tablets are helping them achieve this.