Functionality List

  • New
  • General
    Use 1
  • General
    Use 2
  • Contract
    Management
  • Mobile
    Data
  • Quality
    and Safety
  • Engineer
    Scheduling
  • Invoicing
  • Volume
    Invoicing
  • Customers
  • Appliances
  • Workorder

Description

  Included Improved New
Route Optimisation to reduce driving distance between appointments, including start location end location (Powered by PostcodeAnywhere)      tick
MobileMax® records all observation needed to print out an Oil Firing and Commissioning Report       tick
All new MobileMax® no longer needs mobile signal all the time to work. Allows engineers to enter area with limited or no mobile signal and still recording property and appliance information, including customer signature       tick
After hour engineers able to generate ad hoc jobs directly on MobileMax®       tick
Weekly schedule view expanded from 5 to 7 days view       tick
Monthly schedule screen       tick
VeryMax: Allows after hour engineers to look up contract status of customer base.       tick
SalesMax: Improved letter formatting allows customising of font size, type and colour of whole letter or just individual words       tick
ServiceMax® front end upgraded from Microsoft Access 2002 to Microsoft Access 2007 with new colour schemes       tick
         
         
         
         
         
         
         
         

Description

  Included Improved New
Improved speed and reliability    tick  
Area work planning. Reduces travel by showing other planned work in the same area when new jobs being scheduled     tick  
Additional license sizes 1, 2, 5, 8, 10, 15, 20, 25...50, 60...100, 110, 120...250     tick  
Traffic light style warnings for properties due for an annual service within set time limits.   tick    
Optional individual service warning visible on the customer screen     tick  
Functional and easy to use client database containing owner, tenant, landlord details     tick  
Backup of database to any location     tick  
Schedule automatic overnight backup     tick  
Compact database to save space and speed up ServiceMax®     tick  
Find Customer by Name   tick    
Find Customer by Company Name   tick    
Find Customer by Street Address   tick    
Find Customer by Postcode and Street Number   tick    
Find Customer by Customer Number   tick    
Find Customer by Customer Phone Numbers   tick    
Find Customer by Appliance Serial Number   tick    
Find Customer by Email Address   tick    

Description

  Included Improved New
Find Customer by Old Reference Number  tick    
Find Customer or Workorder by Workorder Number        
Find Customer or Workorder by Purchase Order Number        
Find Customer by Landlord Certificate        
Find customer or Workorder by new 'other reference'   tick    
Fully networkable at no extra cost   tick    
Simple upgrade facility via website   tick    
Check for updates and download and install automatically   tick    
Incorporates drop down boxes and double-click actions to improve office productivity   tick    
System Meets Data Protection Act   tick    
Links to important websites, including WinZip download facility   tick    
Option to send error reports by email to 1-2-Mobile as they occur   tick    
Error log saved to C:\ServiceMax.log   tick    
         
         
         
         

Description

  Included Improved New
Manage unlimited number of contracts  tick    
Contract customers workorders automatically set chargeable or not   tick    
Contract customers workorders automatically priced when using InvoiceMax   tick    
Option to set parts chargeable or not and with uplift per contract, Service Type, Job Type and Status   tick    
Option to set labour chargeable with fixed price or individual price per contract, Service Type, Job Type and Status   tick    
Monitor direct debit contract payments   tick    
Warning when customer contract over due   tick    
Send contract renewal letters   tick    
Send direct debit reminder letter   tick    
Send welcome letter   tick    
Report to view over due contracts   tick    
Find Customer by Direct Debit Number   tick    
         
         
         
         
         

Description

  Included Improved New
New MobileMax®. You only deal with us (1-2-Mobile)    tick  
Capture digital signature of engineer and customer     tick  
Print completed Gas Safety Report     tick  
Screen to view all unprinted Gas safety Records, and ability to print unlimited copies.     tick  
Use any mobile provider with new MobileMax®     tick  
Engineer able to enter parts used on handheld     tick  
Workorder screen shows when engineer is on site     tick  
Send workorders seamlessly to the engineer in real-time and receive any updates back to ServiceMax® within seconds of the engineer entering the information.     tick  
New daily status screen showing up to 25 engineers simultaneously where communication and workorder status is displayed in vivid colours to easily spot potential problems.     tick  
Daily status screen saves last engineers viewed.   tick    
Option to set wanted refresh rate of main screen and at the same time rate of status pull from 3rd party field data communication system.   tick    
Option to hold workorders in system until a set number of hours before appointment time.   tick    
         
         
         
         
         

Description

  Included Improved New
With MobileMax® record all required safety details and view and print at any time in the future    tick  
Record and monitor appliance condition     tick  
Optional prompt for regular quality control of engineers   tick    
Traffic light style warnings for properties due for an annual service within set time limits. (Adjustable or variable time limit settings)     tick  
Print Landlord Safety Certificate (CP12)     tick  
Print Landlord Safety Certificate with observed information and customer signature (Only with MobileMax®)     tick  
Landlord Activity and No Access reports     tick  
Stores Safety related information     tick  
Reports on outstanding jobs including all safety and Landlord matters     tick  
View and Prints daily schedule job sheets with work and safety related tick boxes   tick    
Email workorder in standard text format to engineers   tick    
Produces customizable periodic reminder cards to comply with legislation, company standards and client need     tick  
Option to link employee accredited skills to assigned work types and display warning if engineer do not meet minimum requirements   tick    
         
         
         
         

Description

  Included Improved New
Workorders can have two engineers assigned  tick    
Work allocation by postcodes     tick  
Effective Work scheduling and planning tool     tick  
Schedule appointments down to 30 minutes between 00:00 and 23:30   tick    
Option to View engineers normal work hours on scheduler     tick  
Option to view individual engineers work hours, normal or shift related   tick    
Multi day appointments   tick    
Leave Workorders unassigned for later assignment     tick  
Bulk assignment of unassigned Workorders     tick  
Email weekly and daily schedule as printable report   tick    
Forward planned work review screen   tick    
Easy pre-planning of annual services     tick  
Bulk planning and work issue screen for Annual Service Visits     tick  
Automatic calculation of extra days for weekends and holidays in multi day appointments   tick    
Engineer availability planning screen linked with national and company holidays planner   tick    
         
         

Description

  Included Improved New
Optional Invoicing and cost tracking with associated reports    tick  
Expense and parts tracking     tick  
Job Invoicing and sales reporting     tick  
Optional mark-up for parts invoicing     tick  
Aged debt reporting   tick    
Monthly sales, revenue and costs reports   tick    
Export reporting facility for key financial & operational activities   tick    
Export invoice transactions to Sage     tick  
Batch payment recording for high volume invoicing     tick  
         
         
         
         
         
         
         
         

Description

  Included Improved New
Batch invoicing of unlimited number of workorders on same or separate invoices achieving huge time savings when invoicing large volumes of workorders to the same customer    tick  
Invoice batch size to set number of workorders per invoice in a large batch of workorders   tick    
Produce credit notes   tick    
Print copy invoices   tick    
Batch allocation of payments to workorders   tick    
Batch invoice by customer area     tick  
Invoice history per customer   tick    
Predefined job prices   tick    
         
         
         
         
         
         
         
         
         

Description

  Included Improved New
Block new workorders for individual customers  tick    
Customer email address field   tick    
Customer mobile phone number field   tick    
Customer notes field   tick    
Field to enter area information as often used by landlords   tick    
View and search by by old reference numbers e.g. after data import   tick    
Record customer source   tick    
option to make input of Source mandatory   tick    
option to make input of one phone number mandatory   tick    
Buttons for quick dialling of customers home or work number on customer screen   tick    
         
         
         
         
         
         
         

Description

  Included Improved New
View observed safety information when using MobileMax®    tick  
Field to indicate scrapped/removed and condition   tick    
Button to create dummy installation job to ease calculation of first service   tick    
Stores individual Appliance details   tick    
         
         
         
         
         
         
         
         
         
         
         
         
         

Description

  Included Improved New
Additional safety information when using MobileMax®    tick  
Field to add second engineer to a workorder   tick    
New field to add additional reference from customer like   tick    
Optional view of unassigned and unfinished workorders in stead of an engineers schedule on the main screen   tick    
Assign Workorders to Contractor and email for import into Contractor's ServiceMax®   tick    
Receive customer, appliance and Workorder information by email and import for quick assignment   tick    
Multi trades facility utilising customized colour coded job type screens (Unlimited)     tick  
Service Type colour now displayed on the border of the workorder box.   tick    
Five preset job types and screen to add own job types     tick  
Assign a colour to each Job type to easily see on the screen what type of job assigned to an engineer.     tick  
Telephone contact record screen for automatic logging of dates and note details   tick    
Option to link to PDA (hand held terminal) through Microsoft Outlook*   tick    
Automated database update from PDA   tick    
Storage for Engineer's job report within database   tick    
Job History highlighted on job visit sheet   tick    
Job History highlighted on Engineers PDA   tick    
Web link from Workorders to find map of appointment address   tick