The Mobile System module is a field gateway to numerous functions for use on a mobile device such as a tablet, PC or other device. No downloadable "app" is required to use this link, only the proper login credentials. From eDeneb screens tailored to the mobile device, a service technician or estimator could produce a quote or update an order from the field with access to inventory pricing. A job can be added on-the-fly and job contract/estimate information can be viewed or updated. Field personnel can create and email purchase orders to buy out parts, materials, and subcontract work. The project manager or engineer has access to selected job reports and the Item Billing work sheet for updating completed work. Any or all employees may be given access to remote timecard input.
Prospective customers can be tracked with scheduled follow-up dates in Customer Lead. Managers can view summary snapshots of sales, job cash flow, cash position, and job backlogs using the Dashboard feature.
Mobile System Benefits
Select sample screens and reports in left column. View Process Flow Diagram.