Products/Field Service - Features

Job booking

Jobs are entered into the backoffice web application either by:

  • Office staff manually keying job details into the PODFather backoffice job booking screens;
  • Customers booking jobs online via the customer portal module;

  • Automatically uploading jobs from another computer system via The PODFather systems interface (XML API)

The PODFather job booking screen is driven by a “Job Template” design, which permits it to be customised to support the job booking information required for your business. Typically job booking data covers customer details, site address the engineer has to visit, time windows for visit, contact details, customer purchase order number, and the description of the job details are entered.

A standard job template is available which covers the majority of information required by our Field Service customers when booking a job, and it's possible to have custom job templates developed for a one off charge (POA depending on the complexity of the template).

 

Scheduling systems

There are several modules within the PODFather system to aid in the planning and scheduling of resources, and to help ensure all jobs are carried out on time. These include systems for reactive and planned work, as well as planning works weeks in advance using a Weekly Planning system.

By using the PODFather scheduling systems, you will be able to verify that jobs have been successfully uploaded and allocated to a PDA. The system will also give a quick view of all work in progress, and alert the office staff about any jobs which are potentially running late.

 

PDA system for job sheets, snag reports, bill of materials, timesheets, etc

The PDA system is designed for semi-rugged and fully-rugged handhelds running Windows Mobile. The system runs "locally" on the handheld, meaning your staff can complete a job sheet outside of network coverage and the handheld will automatically transmit the POD once they return to network coverage.

The templating system at the core of the PODFAther permits any kind of existing job sheet to be quickly replicated onto the PDA to capture exactly the information you require, ultimately producing a completed PDF version of your original paperwork with data files available to integrate back into your core business systems.

 

GPS tracking

The PDA system relays it's GPS coordinates every 60 seconds to the office, giving you a near real-time position of your field staff as well as recording their "snail-trail" movements. The tracking module overlays both the scheduled jobs and location where jobs are signed off, giving you an excellent audit-trail of activity.

 

POD auto-email and archive

The system will auto-email the POD to your customers (branded with your own logo) with a PDF attachment made to resemble the existing paper job sheets used by your business. The PODs are also permanently archived in the PODFather system allowing to you forget about filing old paperwork.

 

Invoicing (optional module)

As soon as a POD is signed, an Uninvoiced POD record is created allowing you to review the invoice details before batch processing to generate a PDF invoice, suitable for either emailing to your customer or printing and posting off, and a batch invoice file designed to be imported into your accounts system.

Invoice values can be based on fixed job costs, or variable based on custom tariff structures for time, materials and expenses.

 

Reports

Many summary reports are available allowing you to analyse activity by customer, driver, depot, and export all data into a spreadsheet to permit you to create your own ad-hoc reports.

 

Customer Portal

A portal is available for your customer to book jobs, view jobs in progress, and retrieve PODs. If customers use the system for job booking, you will be emailed when they make a booking, and the booking is made top priority in the Jobs screen used by the transport office so they can respond quickly.

 

Sub-Contractor Payments (optional module)

If you use subbies, this module will allow you to input their costs against a job and then create a self-billing report once they report the job is complete via either a PDA or manually completing the job in the office.

 

Vehicle reminders

The PODFather lets you store key reminders, like tax, MOT, and service dates against your vehicles and be notified in advance of renewal dates whenever you log into the system.







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We're a business software company specialising in solutions for mobile workforces; with a focus on logistics, construction, and field service environments. Find out more about us.

If you want to reduce the burden of paperwork on your own business, please contact us.

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