Group 2 implementation guide

Implementation Guide
for

FAStrack Mobile
to be used with

Vendor Group 2
October 3, 2011 – October 21, 2011

Page vi myFAStrack and FAStrack Mobile
As of 9/26/11 powered by Pruvan™ Confidential © 2010-2011


Section 1 : Project Overview _____________________________________________ 1-1
Executive Summary for the FAStrack Mobile project ___________________________ 1-1
Overview ________________________________________________________________ 1-1
What Vendors are saying ___________________________________________________ 1-2
Vendor Benefits ___________________________________________________________ 1-2
How it works _____________________________________________________________ 1-3
Section 2 : Implementation Resources _____________________________________ 2-1
Vendor Resource Time Estimates ____________________________________________ 2-1
What is expected __________________________________________________________ 2-1
Key Contact Role Descriptions ______________________________________________ 2-2
Key Contact List __________________________________________________________ 2-2
Remember to Register for Online Training ____________________________________ 2-3
Deployment Calendar ______________________________________________________ 2-4
Group Implementation Calendar ____________________________________________ 2-5
Section 3 : Hardware Requirements _______________________________________ 3-1
Hardware Specifications____________________________________________________ 3-1
Section 4 : Software Configuration _______________________________________ 4-1
Configuration Overview ____________________________________________________ 4-1
Setting up Sub-users in myFAStrack _________________________________________ 4-2
FAStrack Mobile Software Installation _______________________________________ 4-3
Integration Testing Checklist ________________________________________________ 4-4
Business Audit Checklist ___________________________________________________ 4-4
Section 5 : Vendor Support ______________________________________________ 5-1
Support Contact Information _______________________________________________ 5-1
Work Plan _______________________________________________________________ 5-1
Work Plan Scorecard ______________________________________________________ 5-1

myFAStrack and FAStrack Mobile Page i
powered by Pruvan™ Confidential © 2010-2011 As of 9/26/11


myFAStrack and FAStrack Mobile Page i


Section 1:
Project Overview
Executive Summary for the FAStrack Mobile project

FAStrack Mobile is designed to simplify vendor’s lives. The goals of FAStrack
Mobile are to reduce work turn times and QC efforts.

The goals of FAS are:

1) Provide our mutual customers quality results and faster turn times
2) Increase the speed and efficiency of capturing evidence photos, electronic
forms and survey results from the field using Smartphone technology

The Deployment Calendar on page ii outlines the overall timeline to FAStrack
Mobile solution release cycle to our vendor community.

Overview
• Why: To assist Vendors to become a FAS certified vendor, meaning:
1. 95% photo volume through FAStrack Mobile
2. Using all myFAStrack features
3. Having onsite Technical Trainer
• What: FAStrack Mobile, an application for approved Android
Smartphone devices
• Who: All qualifying Vendors
• When: Starting last quarter of 2011
1. Group rollouts scheduled throughout 2011
2. Three (3) week timeline per group in fourth quarter 2011
• How: Comprehensive training and support program
1. Dedicated FAS Help desk to support and train each Vendors
Technical Trainer from on-boarding through full crew
deployment
2. Continuous and on-going partnership of support and
communication of improvements

myFAStrack and FAStrack Mobile Page 1-1

Project Overview

What Vendors are saying

“FAStrack Mobile saves our company thousands of dollars a month. We have
eliminated hours of work a day by knowing where our crews are and receiving photos of
what is happening as soon as it occurs in the field.
-- Darin Bush – Integrity Contracting (multi-state vendor)

“As a small outfit, we were skeptical when told we needed to purchase expensive
Smartphones to send photos into FAS. Once we started using the solution it became
obvious this was a time saver, and easily pays for itself….we are no longer messing
around with memory cards and point/shoot cameras, saving us hours a day!”
-- Kevin Barbot – Barbot Property Solutions (Local owner/operator)

“The FAStrack Mobile project has been a real benefit to our company. It reduces the
typical costs of doing the paperwork and photo management for this industry. FAS is, by
far, the best property preservation company we work with…we want to get more work
from FAS!”
-- Shane Steel - Greener Garden Estate Management (Local owner/operator)

“We significantly reduce our liability by using FAStrack Mobile. We have trusted third
party photos and certified service records for each job. This alone can save our
business!
-- Jeff Schmitt - Cascade Homes (Local owner/operator)
Vendor Benefits
• Simplifies Photo Management, saves time and decreases labor costs
o Ability to receive near real-time photos from jobsite to myFAStrack.
o No need to transfer photos with memory cards, email, or other methods,
all photos stored on your online Pruvan account.
o Works “offline” allowing you to complete work in low/no cell coverage
areas
• Eliminates redundant data entry
o Allows streamlined association of photos to work orders, surveys and
services
• Lowers operational costs and increases overall efficiency of crews.
o More time in the field, less time in the office
o Lowers photo management effort by 20-50%
o Allow Vendors to better meet turn time deadlines
o Increase job efficiency and overall profitability
• Trusted photos that prove when and where the work was done.
o Reduces liability by having trusted third party evidence of work
performed.

Page 1-2 myFAStrack and FAStrack Mobile


How it works

Work Flow for Field Vendor

Launch FAStrack Mobile on a certified Smartphone
1) Review current FAS work orders on phone and choose work order
2) Use phones turn-by-turn navigation to arrive at property address
3) Start work at jobsite (GPS will indicate proper location)
4) Take photos that are easily tagged before/after for each services performed
5) Photos are sent to myFAStrack, automatically queued for review
6) When approved photos automatically tagged and transmitted to FAS along with
a Certified Service Record for all photos captured at jobsite.

 Crew photos in myFAStrack as soon as crew starts work
o Know where your crews are located
 Watch work as it occurs, make sure all photos are captured
o No more waiting for photos from crew’s memory card!
 Photos securely stored in your online account
o Photos stored on phone SD card as backup
o Photos third party certified, proving work was performed

Take Photos using approved Smartphone Devices. Photos sent to myFAStrack
in near real time. No more emailing photos! Photos in your online account.

Point and Shoot Camera compared to FAStrack Mobile


Project Overview

View work performed in field, photos online awaiting approval
Vendor Benefits
 See work as it occurs in field in myFAStrack
 Active work orders are shown as soon as the first photo is taken
 Review and approve photos pending approval from your field crew(s)
using myFAStrack

Automatic Transfer

More information and specific features of FAStrack Mobile, Certified Service
Records can be found in the training materials and training sessions found on
the FAS project website located at http://myfastrack.fieldassets.com.



Section 2:
Implementation Resources
Vendor Resource Time Estimates

Use the table below as an estimate to help you plan for the transition to
FAStrack Mobile over a three (3) week work plan. These estimates are based
on previous implementation experiences. Depending on the complexity of your
organization, these estimates may change. Additionally a single resource in
your organization can fulfill some or all of the roles identified below, if qualified to
do so.

Estimated Vendor Resources required by Role
Role Estimated effort
Executive Sponsor
As needed to escalate issues
(Owner/Principal of company)
Technical Trainer
1-2 hours to understand FAStrack Mobile
(Vendor IT Lead)
Crew Lead taking photos 1 hour to understand FAStrack Mobile trained
(crew person performing field tasks) by your internal Technical Trainer

What is expected

By committing to the work plan you are committing to assign resources within
your organization to complete tasks outlined in the work plan. These estimates
are our best guess at the effort required by you and your staff using FAStrack
Mobile. In general the commitment is:

1) Provide a technical resource to install and configure hardware and
software in Week 1 and be responsible for technical support.
2) Perform all work orders daily using the FAStrack Mobile software and
provide data analyst to review transactions.
3) Attend the training seminars with a minimum of the Technical Trainer to
have an internal resource that can train crew members within your
organization.


Project Overview

Key Contact Role Descriptions

Please complete the Key Contact List and return to the identified FAS Project Manager
(identified in the Key Contact List).
Instructions:
1) Identify the Executive Sponsor. This is typically the owner of the business or
operational manager responsible for clearing any obstacles for a successful
implementation of the work plan
2) Identify the Technical Trainer individual who can contact FAS for technology
issues.
a. This resource will responsible for deploying and supporting FAS software
and associated hardware devices to your field crew(s)
b. This resource is responsible for the accuracy of data transmitted to FAS
and is the primary contact for data discrepancy issues
c. This resource will be able to receive training from FAS and contact FAS
Help Desk support team
3) The Crew Technician is who performs the work in the field. These resources
must be trained by and support requests must go through the Vendor Project
Manager.
KEY CONTACT LISTS MUST BE FINAL BY:
FRIDAY OF WEEK 2

Please submit your key contact list in draft along with your RSVP for participation in the
work plan before the end of Week 1.
Key Contact List

Key Contact List
Project Role Name Email Phone Responsibilities
Removes obstacles to
FAS Executive vendormgmt@
successful
Sponsor (CEO) fieldassets.com
implementation
Clear obstacles to
Vendor Executive
successful
Sponsor (CEO/VP)
implementation
Vendor Technical Responsible for support
Trainer and deployment to field
(Operations) crews/staff
FAS Help Desk Responsible for training
Contact Vendor Help Desk Lead

KEY CONTACT LISTS MUST BE SENT TO FAS BY: FRIDAY OF WEEK 2

Email completed contact list to support@fasconnect.fieldassets.com



Remember to Register for Online Training
• Please self register for training event Monday of Week 2
https://student.gototraining.com/07442/catalog/6454831781721352448
• Please self register for wrap up session Thursday of Week 3
• Training and Wrap up is scheduled at 3:00PM Central, Monday of Week 2
and Thursday of Week 3

FAS Online Training Course Catalog:

REGISTRATION MUST BE COMPLETED BY:
FRIDAY OF WEEK 1

“FAStrack Mobile saves our company thousands of dollars a month…”
--Darin Bush – Integrity Contracting



Deployment Calendar

NOTE: The deployment calendar of the FAStrack Mobile software release process details how the FAS team intends to train vendors. It
is important you not miss your scheduled group, or you will be rescheduled and may miss FAS deadlines. All vendors are now required to
use FAStrack Mobile.

“Once we started using the solution it became obvious this was a time saver, and
easily pays for itself…” –Kevin Barbot – Barbot Property Solutions

Group Implementation Calendar

Weekly Group Training
Group Monday Tuesday Wednesday Thursday Friday

Prepare team to
Week 1 Register for Group Training Order hardware required for all crews and install software, complete checklists participate, identify Key
Contacts

Attend online Kick-Off
Begin using software in field, provide feedback to Email Checklists and Key Contact list by Friday to
Week 2 Session, 3pm Central Time
FAS support@fasconnect.fieldassets.com
(Required)

Train all crews to use FASmobile2 software in field Attend online Feedback and Make sure your using
Week 3 Provide feedback and use online training and support tools at Followup session, 3pm FASmobile2 to successfully
http://fasconnect.fieldassets.com Central Time (Optional) complete work plan

Summary to team, and prep for Next Group Onboarding Group
Summary
End Users continue to use software and provide feedback

PLEASE NOTE: FAS will evaluate Vendor compliance to the work plan above. It is imperative that you allocate the identified resources
and commit to the deliverable timelines to keep your scorecard “Green”. This means all deliverables must be completed on time according
to the Implementation Checklist, and your crews must be taking certified photos using FAStrack Mobile by the end of Week 3.

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Confidential © 2010-2011 As of 9/26/11

Critical Task Checklist

Critical Task Checklist
Check Deliverable to Page in this
Critical Task
Complete Project Manager Document

 Register for Monday-Week 2
Training Class
Friday Week 1 viii

 Update Key Contact list for
yourself or company
Friday Week 1 2-3

Smartphone(s) purchased and
 FAStrack Mobile software
installed
Friday Week 2 3-1

 Use FAStrack Mobile in field with
all crews
By end of Week 3 5-1

Steps to Complete in Week 1
1) Complete Key Contact list, email to FAS
2) Register for Training events
3) Purchase Phone and Install Software
Steps to complete in Week 2
4) Attend Kick-Off training webinar
5) FAS to Train Vendor’s “Technical Trainer”
6) Technical Trainer begins training field crew(s)
Steps to complete in Week 3
7) All crew members trained on how to use FAStrack Mobile
8) Attend Wrap Up/Feedback Session Thursday of Week 3

“We significantly reduce our liability by using FAStrack Mobile…”
--Jeff Schmitt–Cascade Homes



Section 3: Hardware
Requirements
Please have the Vendor Project Manager complete the following.
Instructions:
1) Order required Smartphone(s) by end of Week 1, we recommend Certified
Hardware packages available at http://sites.pruvan.com/certified-hardware
2) Verify compatibility of PC hardware required for myFAStrack below by end of
week 1.
Hardware should be ordered in Week 1, Received in Week 2, and ready for
use no later than Monday of Week 3

These hardware options are packaged and tested to work with FAStrack
Mobile. You will need to determine for yourself if these suggested
packages meet your specific requirements.

Hardware Specifications
The hardware specification defines what hardware is required for the FAStrack
Mobile solution. Please see http://sites.pruvan.com/certified-hardware for more
information.

myFAStrack Hardware Requirements (PC Computer)
• A broadband internet connection properly configured
• A computer less than 2 years old running Windows7 recommended
CPU/Hard Drive Requirements
• A computer less than 2 years old with a CPU 1GHz or better, with 2GB
RAM or better and 50GB of available hard drive space
Software Requirements
• myFAStrack requires current Adobe Flex/Air plug in and related runtime
environment

FAStrack Mobile Hardware Requirements
• Current Pruvan certified Smartphone with acceptable built in camera

More information can be found at http://sites.pruvan.com/certified-hardware.


Hardware Requirements

This Page Left Blank Intentionally



Section 4:
Software Configuration
Configuration Overview

1. Launch myFAStrack to setup sub-users for all myFAStrack users and FAStrack
Mobile users
a. Login using FAS User-ID/Password (Administrator/Super-User)
b. Select “More->User” menu in myFAStrack
2. Determine how you want to manage sub-users for Smartphones
a. Setup individual sub-user for each Smartphone (Recommended)
b. Setup one sub-user for all Smartphones associated with your Vendor-ID
c. We do not recommend using FAStrack Website User-ID and Password
(Administrator/Super-User) for FAStrack Mobile access.
3. Choose Security Role for each sub-user
a. Setup Admin Role for sub-users you wish to grant access to all features
b. Setup Role of Staff if user can invoice, but not see invoice history
c. Setup Role of Crew if user can only enter Notes in myFAStrack and/or
use FAStrack Mobile only
4. Install FAStrack Mobile on Smartphones
a. Use Market Application on each phone and search for “FAStrack Mobile”
or
b. Use http://market.android.com to manage all phones online (no need to
have access to phone directly)
5. Launch FAStrack Mobile on phone
a. Login using sub-user defined above
b. Allow work orders to load
c. Select a work order
d. Navigate to Property by pressing Navigate
e. Press Start Work to take photos
f. See work as it occurs in myFAStrack

Tips for Large Vendors with multiple Vendor-ID’s
• If you have more than one (1) Vendor-ID, FAStrack treats this like a completely
different company and has completely separate list of work orders per Vendor-ID.
o You will need to setup unique Sub-users for each Vendor-ID you manage
o You cannot have one Sub-User for multiple Vendor-ID’s
o FAStrack Mobile allows bar code scanning to switch login between
multiple Sub-users if a single user needs to access both Vendor accounts



Setting up Sub-Users in myFAStrack

Defining and Managing Sub-Users in myFAStrack

 Use only one FAS User-ID to setup associated sub-user
 You must choose a unique sub-user (email recommended)
 Only applies to vendors with multiple states/zones
o Setup a unique sub-user for each Vendor-ID

Below is a view of the access control you can provide to sub-users in myFAStrack.
 The role of “Admin” allows full capabilities in myFAStrack
 The role of “Staff” is available will allow access to marking orders complete and
generating invoices, but would not allow viewing of invoice history report.
 The role of “Crew” is available to limit what can be done in myFAStrack

Restricting Access and Password Changes
1. Administrators can change individual sub-users password to block or grant
access to individual sub-users in myFAStrack if desired
2. Changing FAStrack User-ID password will block all related sub-user access until
valid FAStrack User-ID logs into myFAStrack with proper password
3. Make sure when your FAStrack User-ID/password changes, the valid FAStrack
User-ID logs into myFAStrack to reset master password for all related sub-users



FAStrack Mobile Software Installation

Install FAStrack Mobile software on approved Smartphone
1. If you have access to Smartphone launch Android Market on each Smartphone,
search for FAStrack Mobile and follow the installation instructions.

2. Or if phones are remote, install software and manage all Smartphones using
http://market.android.com.

3. Launch FAStrack Mobile on Smartphone device
4. Login using Sub-User-Name and Password provided by the Technical Trainer for
each device
a. (Optional) Use QR Code provided by Technical Trainer to simplify
FAStrack Mobile login



Integration Testing Checklist

FAS Integration Testing Checklist: COMPLETE BY END OF WEEK 3
Activities: Notes:

Validate installation of FAStrack Mobile on
Smartphone

Validate installation of myFAStrack on PC
Validate Photos transfer from FAStrack Mobile
to myFAStrack within 5 minutes of taking
picture

Business Audit Checklist

FAS Business Audit Template (for your Internal use only)
Activities Process per Signoff
Service
Data Analysts to
 
Validate information entered into FAStrack
Mobile is properly received into FAS systems
review all
transactions

CHECKLISTS MUST BE SENT TO FAS BY: FRIDAY OF WEEK 3

Email completed contact list to support@fasconnect.fieldassets.com



Section 5:
Vendor Support
Support Contact Information

 The Technical Trainer identified for your organization must be trained by
FAS and responsible to train all crew members in your organization.
 Only fully trained Technical Trainer(s) identified in your key contact list from
your organization should contact FAS Help Desk.
 All FAS Help Desk tickets must be manage by your Technical Trainer using
http://myFAStrack.fieldassets.com/tickets.

Work Plan

What is expected of the Technical Trainer for your organization:
• Attend all events identified on the calendar on page iii-iv at the front of this
document
• Use training materials to train your crews located on the project website
located at http://myfastrack.fieldassets.com
• Initiate and manage all support requests to FAS help desk using the FAS
Vendor Ticket System located at http://myFAStrack.fieldassets.com/tickets

Before you Request Support

Using http://myFAStrack.fieldassets.com
1) Make sure you check the Support>Status page to see if FAS systems are
all operational and estimated time systems will be back online.
2) Check Support>Known-Issues to see if your issue has been encountered
before and what the current “work-around” is for the known issue.
3) Check FAQ to help answer any common questions you may have relatd to
myFAStrack and FAStrack Mobile.
4) If you believe you have found an unknown error/issue, make sure you
capture screen shots of what problem(s) you are encountering and have
the Vendor Technical Trainer only open a support ticket at
http://myFAStrack.fieldassets.com/tickets


Vendor Support

FAS Help Desk

FAS Help Desk should respond to the Technical Trainer within four (4) business
hours M-F 9am-5pm Central Time. Please do not have any Crew members or
untrained resources contact FAS. All support questions must come through the
trained Technical Trainer indentified for your organization.

Let us know how we are doing

• We are always interested in your ideas and improvements you would like
to see in FAS. Please email this feedback to
vendormgmt@fieldassets.com
.

Thank you for participating. We appreciate your feedback.



Work Plan Scorecard

A Vendor scorecard will be generated and published weekly to Group Members. Make sure you are green.

What it takes to stay GREEN

myFAStrack and FAStrack Mobile powered by Pruvan™ Page 5-3
Confidential © 2010-2011 As of 9/26/11

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