Cornerstone Mobile Connect 1.0.42

Cornerstone Funding Inc ❘ Freeware ❘
iOS
av 6 röster

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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
<ul>
<li>CALENDAR & EVENT MANAGEMENT
<ul>
<li>View appointments and tickets in list, day, week, and month views.</li>
<li>Manage service performed, inventory added, dispatch status, and obtain customer signatures.</li>
<li>Track time for each appointment and ticket, as well as daily time.</li>
<li>Track inventory by truck or technician location.</li>
<li>Filter appointments based on town, service code, ticket type, technician, date, and status.</li>
<li>Quickly review unassigned or unscheduled events and assign them to technicians.</li>
</ul></li>

<li>TAKE PAYMENTS & SIGNATURES
<ul>
<li>Create invoices and process payments instantly.</li>
<li>Process credit card or ACH payments via our PCI-compliant site, Alarmpayments.com.</li>
<li>Direct payment processing links to invoices for convenient payment posting.</li>
<li>Obtain customer signatures immediately.</li>
</ul></li>

<li>TIMECARDS
<ul>
<li>Innovative tracking structure for job activities and daily tech time worked.</li>
<li>Track time related to sick days, vacation, jobs, or non-job-related events.</li>
<li>Monitor billable or non-billable hours, standard, overtime, and travel rates.</li>
</ul></li>

<li>DASHBOARD
<ul>
<li>View daily schedule and easily clock in/out of any open timecards.</li>
<li>Effortlessly manage daily timecards.</li>
</ul></li>

<li>CUSTOMER ACCOUNT MANAGEMENT
<ul>
<li>Access customer data and documents like contracts and proposals/quotes.</li>
<li>Navigate quickly to locations with address mapping features.</li>
<li>Contact customers via text or calls for status updates (e.g., running late).</li>
<li>Add important notes related to appointments for office follow-ups.</li>
<li>View customer zones, equipment lists, and service histories.</li>
</ul></li>

<li>QUOTES
<ul>
<li>Email quotes to customers.</li>
<li>Accept quotes to create a ticket for scheduling or invoice customers for payment.</li>
<li>Add new inventory items or modify existing parts.</li>
</ul></li>
</ul>

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