Cornerstone Mobile Connect 1.0.42

Cornerstone Mobile Connect is a phone-based web app aimed at field technicians, allowing for efficient access and completion of daily tasks and comprehensive job/event management. Integrated with Cornerstone's robust cloud-based customer management software, this app promotes paperless operations and enhances team productivity with on-site accessibility. Real-time job updates keep office administrators informed of current job statuses.

Technicians will appreciate the convenience of using their iPhone/iPad to handle workflow management, ensuring instant data synchronization back to Cornerstone's software.

Features Overview

• CALENDAR & EVENT MANAGEMENT
  • View appointments and tickets in list, day, week, and month views.
  • Manage service performed, inventory added, dispatch status, and obtain customer signatures.
  • Track time for each appointment and ticket, as well as daily time.
  • Track inventory by truck or technician location.
  • Filter appointments based on town, service code, ticket type, technician, date, and status.
  • Quickly review unassigned or unscheduled events and assign them to technicians.
• TAKE PAYMENTS & SIGNATURES
  • Create invoices and process payments instantly.
  • Process credit card or ACH payments via our PCI-compliant site, Alarmpayments.com.
  • Direct payment processing links to invoices for convenient payment posting.
  • Obtain customer signatures immediately.
• TIMECARDS
  • Innovative tracking structure for job activities and daily tech time worked.
  • Track time related to sick days, vacation, jobs, or non-job-related events.
  • Monitor billable or non-billable hours, standard, overtime, and travel rates.
• DASHBOARD
  • View daily schedule and easily clock in/out of any open timecards.
  • Effortlessly manage daily timecards.
• CUSTOMER ACCOUNT MANAGEMENT
  • Access customer data and documents like contracts and proposals/quotes.
  • Navigate quickly to locations with address mapping features.
  • Contact customers via text or calls for status updates (e.g., running late).
  • Add important notes related to appointments for office follow-ups.
  • View customer zones, equipment lists, and service histories.
• QUOTES
  • Email quotes to customers.
  • Accept quotes to create a ticket for scheduling or invoice customers for payment.
  • Add new inventory items or modify existing parts.