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.
概要
Cornerstone Mobile Connect は、 Cornerstone Funding Incによって開発されたカテゴリ ビジネス の Freeware ソフトウェアです。
Cornerstone Mobile Connect の最新バージョン 1.0.42 2024/08/30 にリリースです。 それは最初 2024/08/30 のデータベースに追加されました。
Cornerstone Mobile Connect が次のオペレーティング システムで実行されます: iOS。
ユーザー Cornerstone Mobile Connect の 5 5 つの星からの評価を与えた。
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