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Remote Tech Features
                             For Releases

         2011.Q4 2012.Q1 2012.Q2
                            And Beyond
Plus a sneak preview of our newly announced product, Remote Service Manager!



                                                                               1
Tech AnyWare

            General Information      (801) 709-2730
            Upgrade Assistance        info@tech-anyware.com.



            Demonstrations           Charles Erwin
            New Licenses             (801) 709-2733 Office
            Product literature       (512) 810-0933 Mobile
                                      cerwin@tech-anyware.com
            Webinar schedules
               Demonstrations
               New updates
               New products


11/11/2012                                               2
11/11/2012   3
2011.Q4 Configure Features by Tech(s) or all Techs.
                           Available on all options




11/11/2012                                                4
2011.Q4 Configure Features by Tech(s) or all Techs.
                           Available on all options




11/11/2012                                                5
2011.Q4 Techs can change their Password.




11/11/2012                                              6
*2011.Q4 Tech can Create Inventory Requests
                        AllowInventoryRequests




      *Feature Option
       Feature name
11/11/2012                                                 7
†
              2011.Q4 Each Tech – Option for Unique Call List View

                            Custom Call List for Technician Ann Surely.




                            Tech Gus Pike to view calls with this view.




11/11/201   †Configured by creating a custom call list file for each tech. Associated in   UseCustomListConfig
                                                                                                                 8
2
†
                 2011.Q4 Call List: New optional columns:
                         Bill Code, Priority, Contract Type.




                                                                        *




             † Configured by editing the Config file rather than a Feature option.



11/11/2012                                                                  9
*2011.Q4 Transfer from company & customer warehouses.
                      AllowCustomerOnSiteWHTransfers


                                     Customer On-Site Warehouses Transfer
                                     allowed when the Tech is Dispatched to a
                                     Service Call and the Warehouse is associated
                                     with the:
                                     • The equipment on the Service Call or;
                                     • The customer identified on the equipment
                                       location or;
                                     • The Equipment customer or;
                                     • The Service call customer.




        Structural Engineering, Customer On-Site Warehouse

11/11/2012                                                        10
Call Summary




11/11/2012       11
Call Summary

                                      2012.Q2


                            *2012.Q1 AllowRecivedTimeEdit



                                                            2012.Q2
                                                            Now
                                                            scrollable
                                                            .

             *2012.Q1 AllowDescriptionEdit




11/11/2012                                             12
Call Summary

                     2012.Q2 Sales Rep.


                     2012.Q1 Contract Number




                           2012.Q2 Installation date.
                           2012.Q1 Warranty expiration.


2011.Q4  Equipment replaced on a call, change bill code & remove
          meter readings.
         Non-metered equipment swapping.
11/11/2012                                          13
*2012.Q2 IP & MAC addresses editable – (8.0 only).

                                 Call Summary

                   AllowIPAddressEdit   AllowMACAddressEdit




11/11/2012                                                    14
Call Summary




   2012.Q2 History Link now available for On-Hold calls & calls
           accessed via Call Search.



11/11/2012                                            15
2012.Q2 Bar code scanning, iOS and Android
                     Via 3rd Party applications.




11/11/2012                                                16
*2012.Q2 Multiple bins for Tech Warehouse
                      ExtendedWarehouseSupport




11/11/2012                                               17
*2012.Q2   Add items from any bin in the Tech’s
                                      1


                                      warehouse. ExtendedWarehouseSupport
                                      Add serialized items
                                      2



                           *2012.Q2 3 Use items from a customer warehouse
ExtendedInventorySupport   *2012.Q2 4 Allow non-inventory items
                           *2012.Q2 5 Allow Expense Items



                                                          ExtendedInventorySupport


                                                                           1



                                                                           1



                                                                           2



                                                                           3

                                                                           4

                                                                           5



     11/11/2012                                                     18
*2012.Q2 Allow pre-ordering materials
                      ExtendedInventorySupport




    Tech “pre-orders” the part before dispatching to the call.

11/11/2012                                              19
*2012.Q2 New feature settings for Allocating Inventory
                      ExtendedInventorySupport




11/11/2012                                                20
*2012.Q2 Show Item Prices
                          ShowItemPrices

       Show Item Pricing Settings – Techs can do the following:




                                                          *Customer Specific Price
                                                         *Tech can add an additional discount.
                *Tech can choose not to bill the item.




11/11/2012                                                             21
*2012.Q2 Average Monthly Volume
                      ShowAvgMontlyVolumeInfo


2012.Q1 Meters sorted by type.                          ShowMeterCredits




                                                FORCE   AllowLiveMeterForce




                    ShowAvgMonthlyVoumeInfo




 11/11/2012                                               22
2012.Q2 Misc now displays Standard Adjustment
                     from e-automate – Tech can elect to not use it.



                                                              If AllowLaborEdit
                                                              enabled, Labor
                                                              Menu appears.




11/11/2012                                               23
* 2012.Q2 Tech restricted to editing their own labor
                        AllowLaborEdit


                              If AllowLaborEdit enabled, Labor Menu appears.




11/11/2012                                                               24
* 2012.Q2 With the restriction enabled Tech can only
                       edit their labor.
                        AllowLaborEdit




11/11/2012                                                 25
*2012.Q2 Techs can add, edit, and review notes:
                       Call, Work Order, Make, Customer, Contract,
                       Caller, and Tech. ShowCallNotes


                            *Features Admin - which notes to display.




                                      *Notes can be read only.




11/11/2012                                               26
* 2012.Q1 Verification                    Tech can choose a question
                       GatherVerificationInformation   from the drop down menu.




                       Questions are defined by the Administrator
                              Verification Options:
                              • Upon arrival
                              • Upon departure
                              • Both
                              • None
11/11/2012                                                          27
* 2012.Q1 Tech enters Verification information for proof
                       that the Tech was at the customer’s office.
                       GatherVerificationInformation




11/11/2012                                                 28
*2012.Q1 Verification information from customer.
                        GatherVerificationInformation

             Service Call History showing Verification from RT.




                     Remote Tech Service Call History.
11/11/2012                                                  29
*2012.Q1 Verification information from customer.
                       GatherVerificationInformation

                      e-automate Service Call Notes.




11/11/2012                                               30
2012.Q1 Credits shown upon call completion.
                     ShowMeterCredits




11/11/2012                                             31
*2012.Q1 Tech can email Service Call Summary to the
                      customer as call is completed, or for previous
                      calls. SendServiceCallSummary

              2012Q2 Tech can now preview the Summary.




11/11/2012                                                32
*2012.Q1 Emailed Service Call Summary (PDF).
                       SendServiceCallSummary




11/11/2012                                             33
*2012.Q1 Create Service Calls for unknown equipment.
                          AllowUnknownEquipment




             Free form Entry


Tech can request that new
equipment to be created.




11/11/2012                                              34
Upon invoicing the call in e-automate,
             New Equipment Add screen automatically appears.




                   Appears if Tech checked Create equipment
                   on invoice on the previous screen.




11/11/2012                                                    35
Bug Fixes

   2011.Q4
  • Travel, labor, overtime not always updating after arrive/depart.
  • Some Smartphones did not size pages correctly.
  • Invalid user consumes licenses.
  • Reassign rescheduled call to unassigned.
  • When equipment is replaced on a call, change bill code & remove meter readings.

   2012.Q1
  • Caller contacts preserved when rescheduling calls.
  • Correct department assigned on materials.
  • Now recognizes Billing Account Code overrides properly.
  • Redirect to Tech Login if session times out.

   2012.Q2
  • 8.0, sort calls for techs from e-automate now honored.
  • Service Call Summary displays if call is dispatched but not arrived.
  • Entire problem description now visible in Call Summary.
  • Verification on completion no longer required.
  • Verification(s) now appear if odometer reading popups are cancelled.


11/11/2012                                                             36
2012.Q3 Enhanced Time Tracking




• Helps techs fill-in daily time gaps.
• Auto fill-in small gaps.
• Easily used on a Smartphone.




 11/11/2012                                    37
2012.Q3 Enhanced Time Tracking




11/11/2012                                    38
2012.Q3 Other features



   •   Technician Assists.
   •   Display next and last PM date and meter information.
   •   Pricing information on the Service Call Summary.
   •   Configure Call Type options when creating a call.




11/11/2012                                             39
Q4 and Beyond




11/11/2012                   40
• Native app for Android.
             • Native app for iOS.
             • Inventory Management History.
             • Item Usage History.
             • Enhanced End Customer Experience (ETA).
             • Time Tracking – End of Day Processing.
             • RT 2.0 – Apps and Enhanced Web UI.
             • Notification Center.



11/11/2012                                          41
Introduces

             REMOTESERVICEMANAGER ™
         Leverage the power of                  ™

           to manage your service team
    Using a mobile device in the field:
       Monitor the performance of your teams;
       Drill down on key service-related information;
       Contact customers and technicians;
       Provide assistance in mission-critical activities.

    Remote Service Manager, empowers service
    managers to be in the right places at the right time
    to guide their teams to success.
11/11/2012                                                   42
™
                         REMOTESERVICEMANAGER
             Service and Customer History - Equipment & Item History




11/11/2012                                                      43
™
             REMOTESERVICEMANAGER
             Service related reports from the field




11/11/2012                                            44
™
                             REMOTESERVICEMANAGER




             Technician and Customer Mapping
                Integrated with Google Maps
                Manager can see locations of
                      Technicians, color coded by status
                      Service call locations




11/11/2012                                                      45
Remote tech enhancements 2012 eug 20121103

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Remote tech enhancements 2012 eug 20121103

  • 1. Remote Tech Features For Releases 2011.Q4 2012.Q1 2012.Q2 And Beyond Plus a sneak preview of our newly announced product, Remote Service Manager! 1
  • 2. Tech AnyWare  General Information (801) 709-2730  Upgrade Assistance info@tech-anyware.com.  Demonstrations Charles Erwin  New Licenses (801) 709-2733 Office  Product literature (512) 810-0933 Mobile cerwin@tech-anyware.com  Webinar schedules  Demonstrations  New updates  New products 11/11/2012 2
  • 4. 2011.Q4 Configure Features by Tech(s) or all Techs. Available on all options 11/11/2012 4
  • 5. 2011.Q4 Configure Features by Tech(s) or all Techs. Available on all options 11/11/2012 5
  • 6. 2011.Q4 Techs can change their Password. 11/11/2012 6
  • 7. *2011.Q4 Tech can Create Inventory Requests AllowInventoryRequests *Feature Option Feature name 11/11/2012 7
  • 8. 2011.Q4 Each Tech – Option for Unique Call List View Custom Call List for Technician Ann Surely. Tech Gus Pike to view calls with this view. 11/11/201 †Configured by creating a custom call list file for each tech. Associated in UseCustomListConfig 8 2
  • 9. 2011.Q4 Call List: New optional columns: Bill Code, Priority, Contract Type. * † Configured by editing the Config file rather than a Feature option. 11/11/2012 9
  • 10. *2011.Q4 Transfer from company & customer warehouses. AllowCustomerOnSiteWHTransfers Customer On-Site Warehouses Transfer allowed when the Tech is Dispatched to a Service Call and the Warehouse is associated with the: • The equipment on the Service Call or; • The customer identified on the equipment location or; • The Equipment customer or; • The Service call customer. Structural Engineering, Customer On-Site Warehouse 11/11/2012 10
  • 12. Call Summary 2012.Q2 *2012.Q1 AllowRecivedTimeEdit 2012.Q2 Now scrollable . *2012.Q1 AllowDescriptionEdit 11/11/2012 12
  • 13. Call Summary 2012.Q2 Sales Rep. 2012.Q1 Contract Number 2012.Q2 Installation date. 2012.Q1 Warranty expiration. 2011.Q4  Equipment replaced on a call, change bill code & remove meter readings.  Non-metered equipment swapping. 11/11/2012 13
  • 14. *2012.Q2 IP & MAC addresses editable – (8.0 only). Call Summary AllowIPAddressEdit AllowMACAddressEdit 11/11/2012 14
  • 15. Call Summary 2012.Q2 History Link now available for On-Hold calls & calls accessed via Call Search. 11/11/2012 15
  • 16. 2012.Q2 Bar code scanning, iOS and Android Via 3rd Party applications. 11/11/2012 16
  • 17. *2012.Q2 Multiple bins for Tech Warehouse ExtendedWarehouseSupport 11/11/2012 17
  • 18. *2012.Q2 Add items from any bin in the Tech’s 1 warehouse. ExtendedWarehouseSupport Add serialized items 2 *2012.Q2 3 Use items from a customer warehouse ExtendedInventorySupport *2012.Q2 4 Allow non-inventory items *2012.Q2 5 Allow Expense Items ExtendedInventorySupport 1 1 2 3 4 5 11/11/2012 18
  • 19. *2012.Q2 Allow pre-ordering materials ExtendedInventorySupport Tech “pre-orders” the part before dispatching to the call. 11/11/2012 19
  • 20. *2012.Q2 New feature settings for Allocating Inventory ExtendedInventorySupport 11/11/2012 20
  • 21. *2012.Q2 Show Item Prices ShowItemPrices Show Item Pricing Settings – Techs can do the following: *Customer Specific Price *Tech can add an additional discount. *Tech can choose not to bill the item. 11/11/2012 21
  • 22. *2012.Q2 Average Monthly Volume ShowAvgMontlyVolumeInfo 2012.Q1 Meters sorted by type. ShowMeterCredits FORCE AllowLiveMeterForce ShowAvgMonthlyVoumeInfo 11/11/2012 22
  • 23. 2012.Q2 Misc now displays Standard Adjustment from e-automate – Tech can elect to not use it. If AllowLaborEdit enabled, Labor Menu appears. 11/11/2012 23
  • 24. * 2012.Q2 Tech restricted to editing their own labor AllowLaborEdit If AllowLaborEdit enabled, Labor Menu appears. 11/11/2012 24
  • 25. * 2012.Q2 With the restriction enabled Tech can only edit their labor. AllowLaborEdit 11/11/2012 25
  • 26. *2012.Q2 Techs can add, edit, and review notes: Call, Work Order, Make, Customer, Contract, Caller, and Tech. ShowCallNotes *Features Admin - which notes to display. *Notes can be read only. 11/11/2012 26
  • 27. * 2012.Q1 Verification Tech can choose a question GatherVerificationInformation from the drop down menu. Questions are defined by the Administrator Verification Options: • Upon arrival • Upon departure • Both • None 11/11/2012 27
  • 28. * 2012.Q1 Tech enters Verification information for proof that the Tech was at the customer’s office. GatherVerificationInformation 11/11/2012 28
  • 29. *2012.Q1 Verification information from customer. GatherVerificationInformation Service Call History showing Verification from RT. Remote Tech Service Call History. 11/11/2012 29
  • 30. *2012.Q1 Verification information from customer. GatherVerificationInformation e-automate Service Call Notes. 11/11/2012 30
  • 31. 2012.Q1 Credits shown upon call completion. ShowMeterCredits 11/11/2012 31
  • 32. *2012.Q1 Tech can email Service Call Summary to the customer as call is completed, or for previous calls. SendServiceCallSummary 2012Q2 Tech can now preview the Summary. 11/11/2012 32
  • 33. *2012.Q1 Emailed Service Call Summary (PDF). SendServiceCallSummary 11/11/2012 33
  • 34. *2012.Q1 Create Service Calls for unknown equipment. AllowUnknownEquipment Free form Entry Tech can request that new equipment to be created. 11/11/2012 34
  • 35. Upon invoicing the call in e-automate, New Equipment Add screen automatically appears. Appears if Tech checked Create equipment on invoice on the previous screen. 11/11/2012 35
  • 36. Bug Fixes 2011.Q4 • Travel, labor, overtime not always updating after arrive/depart. • Some Smartphones did not size pages correctly. • Invalid user consumes licenses. • Reassign rescheduled call to unassigned. • When equipment is replaced on a call, change bill code & remove meter readings. 2012.Q1 • Caller contacts preserved when rescheduling calls. • Correct department assigned on materials. • Now recognizes Billing Account Code overrides properly. • Redirect to Tech Login if session times out. 2012.Q2 • 8.0, sort calls for techs from e-automate now honored. • Service Call Summary displays if call is dispatched but not arrived. • Entire problem description now visible in Call Summary. • Verification on completion no longer required. • Verification(s) now appear if odometer reading popups are cancelled. 11/11/2012 36
  • 37. 2012.Q3 Enhanced Time Tracking • Helps techs fill-in daily time gaps. • Auto fill-in small gaps. • Easily used on a Smartphone. 11/11/2012 37
  • 38. 2012.Q3 Enhanced Time Tracking 11/11/2012 38
  • 39. 2012.Q3 Other features • Technician Assists. • Display next and last PM date and meter information. • Pricing information on the Service Call Summary. • Configure Call Type options when creating a call. 11/11/2012 39
  • 41. • Native app for Android. • Native app for iOS. • Inventory Management History. • Item Usage History. • Enhanced End Customer Experience (ETA). • Time Tracking – End of Day Processing. • RT 2.0 – Apps and Enhanced Web UI. • Notification Center. 11/11/2012 41
  • 42. Introduces REMOTESERVICEMANAGER ™ Leverage the power of ™ to manage your service team Using a mobile device in the field:  Monitor the performance of your teams;  Drill down on key service-related information;  Contact customers and technicians;  Provide assistance in mission-critical activities. Remote Service Manager, empowers service managers to be in the right places at the right time to guide their teams to success. 11/11/2012 42
  • 43. REMOTESERVICEMANAGER Service and Customer History - Equipment & Item History 11/11/2012 43
  • 44. REMOTESERVICEMANAGER Service related reports from the field 11/11/2012 44
  • 45. REMOTESERVICEMANAGER Technician and Customer Mapping  Integrated with Google Maps  Manager can see locations of  Technicians, color coded by status  Service call locations 11/11/2012 45