Verifying current licenses

When logged in, hover over “…” then “System” then “Licences”.

This will then take you to the license management dashboard.

You can see that for this example, there is 5 mobile licenses which can be assigned to mobile users.

Opening the user management dashboard

When logged in, hover over “…” then “Users” then click “Manage Users”.

This will take you to the user management dashboard, where you are able to create and manage users.

As you can see on the right there is the current License status for the device along with the “Handheld Settings” button, which will allow you to manage the settings on a per device basis if required.

This provides you with a series of settings that will allow you to remotely make changes to the device and the app.

Whereas, if you click on the name of the user you are presented with the ability to make changes to the user itself e.g. change passwords and change home address.

This also gives you the ability to remove a mobile license from a user so that you are able to re-assign the license to another user.

Interested in Connect’s mobile user management solution?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn

Sales Orders

Did you know that using Connect you can create and manage sales orders.

New Sale

To create a new sales order, click on “Orders” > “New Sale”.

You can then select “New Quote”.

From here you can select a customer and a enter a description.

You are then taken to the order overview page.

See Sales Orders

To see existing sales orders you can click “Orders” > “Sales”.

This will show you a list of all of your existing sales with the ability to filter (from the left) and search through (top right). As well as to create a new quote by pressing the button at the top on the right.

You can then click on the order ID to see the order overview page.

Managing Sales Orders

Converting into a Job

From the overview page you can select “Turn into Job”.

This will provide you with a prompt where you are able to select a template, as can be seen below.

Then by selecting a template from the drop down you will be informed if the sales order is compatible with the selected template, you also have the option to bypass this warning and continue.

You will then be shown the jobs card.

Interested in Connect’s sales order management solution?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.

 

Job list views:

In connect there are lots of ways for you to see your jobs with various filters available to use as can be seen below.

Each of these views are self-explanatory, this blog will walk through some of them and show what they can provide.

Unscheduled Jobs

This shows all of the jobs that are currently unscheduled and lists them. This allows you to easily go through and schedule any jobs that are yet to be scheduled and assigned to a member of staff.

Entered Today & Done Today

These show any jobs that have been entered or completed on the current day as can be seen below.

Escalations

This shows any jobs that have been escalated, for example if a job was more complex than first expected and therefor requires a more senior engineer it will be escalated to them.

Overdue

This will list any jobs that are currently overdue from the date that was initially set as the due date.

Sorted by user

Here you have the ability to show the list by user (by jobs that have been assigned and jobs that have been completed by each user).

Sorted by variables

Here you can sort the jobs by various variables, such as; the job types, status, flags and tags (for more information on tags and flags see Tip of the month #4) and jobs without a target date.

Other

Here is the remaining sorting filters where you can see recently updated jobs, cancelled jobs, jobs that have had sync issues and jobs that have been successfully exported.

Interested in Connect’s various job list views?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.

Scheduler views

Did you know that in the scheduler there are multiple different views that can be used to view the jobs within a selected timeframe. Each of these views can allow you to get a different perspective of your data such as on a map as to see where your staff will need to travel to-from within the day or to see a timeline of all of the work that is going to be done on that day. You can navigate between these view using the tabs on the top right of the scheduler window:

Timeline 

Firstly we have the timeline, this will give you a horizontal view of the day as seen below.

This will show you an overview of what each person is doing throughout the day, you are then able to change the day using the arrows at the top left.

Map

Then is the map view, this will show all of the jobs that are scheduled on the map so that you can easily view where a member of staff will have to travel in that day.

As with all of the following views, you can select the person who’s jobs to display in the left panel.

Day

The day view is self-explanatory in that it will display all of the scheduled jobs for that day as can be seen below.

Week

Next is the week view, as with the day view, it is simply displaying the jobs that are scheduled for the selected week as can be seen below.

Month

Lastly is the monthly view, this shows all of the jobs that are scheduled for the selected month for the selected staff member.

Interested in Connect’s scheduler?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.

Map

The map within ConnectManager is incredibly powerful with the ability to easily see who is where as well as where they are going with what route all within a single easy to use interface.

Current location

As to see the current location of staff you should select “Latest” from the controls on the left.

This will show you the location that they were last seen by the Connect system.

This can be used as to ensure that staff are working when they should be, also you are able to monitor whether workers are on track to each of their jobs so that later jobs can be adjusted accordingly.

Location of jobs

By selecting “Jobs” you can display the location of currently assigned jobs for the selected user.

This will then display a pinpoint with the title of the location on the map so that you are able to easily view and compare multiple locations at a single time.

Route for current job

You can select “Route” and the map will display the route for the worker to take for the most time efficiency for that day.

 

 

Home

The “Home” button will display the location of the home of the selected worker.

This can be incredibly useful when you are scheduling work because you can select jobs that are closer to the home of the worker to start/end therefor increasing overall efficiency.

Date and worker selection

Using the panel on the left you can select the specific worker that you would like to display information for, as well as the date thus providing an easy to use yet powerful tool for managing and monitoring your mobile workforce.

Interested in Connect’s map?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.

Job tags and flags

Job tags and flags allow you to easily mark jobs as to allow easy sorting and navigation of the jobs at a later date. The tools are simple and easy to use and will help you get the most out of connect and increase your efficiency.

Firstly, you should select a job to manage, this can be a new or existing job. Here i will be using an existing unscheduled job.

Do this by going to Jobs > Lists > Unscheduled Jobs

Then click on the ID next to the job that you would like to manage tags/flags of.

Then select Actions > Set Job Flag / Update Tags.

Job Flag: Here select an exising flag or you can create a new flag. An example, such as seen below, can be stoppers or requirements for jobs so that you are able to easily see why a job is incomplete and easily see all jobs that have the flag etc.

Job Tags: Here you can set more spesific information that is used to further improve sorting for example basic information about a job that you would like to cross reference and sort with other jobs at a later date.

You can then proceed to display jobs, in this case unscheduled jobs, then on the left applying the desired filters as seen below.

Interested in Connect’s tags and flags?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.

 

Using smart scheduling

Smart scheduling allows you to easily schedule jobs for your mobile workforce by providing you with the available members of the workforce within a set timeframe as well as calculate the travel time for the worker from home or their last job.

Firstly, you should create a new job (a guide for this can be seen in the blog below), or you can select an unscheduled job.

Do this by going to Jobs > Lists > Unscheduled Jobs

  1 - Smart Scheduling

Then click on the ID next to the job that you would like to schedule.

2 - Smart Scheduling

 

Then select Actions > Smart Schedule

3

You are then presented with the smart schedule screen where you are able to set the time frames and sort the available slots for scheduling.

4

When ready, select the time and click OK.

The job is then put in the schedular.

5

Interested in smart scheduling?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.