MobileTech Overview

ServiceCEO's Mobile Tech module lets your service staff log into and communicate with ServiceCEO with just about any mobile device. The ease and simplicity of entering data into ServiceCEO in real-time can be extremely useful. For example, employees can update their job status throughout the day from the road, enabling office staff to keep an accurate tab on the service staff and the status of the day's jobs. Employees can also update the job to reflect the products or services that they use to complete the job, so you can keep a tighter track of your inventory.  

ServiceCEO Mobile Tech Access works with just about any mobile device  using most major wireless network providers like Verizon, Sprint, and Cingular. For more on what mobile devices work with ServiceCEO, see the MobileTech Solutions page of insightdirect.com.

Other actions that your service staff can perform from their mobile device are:

• View a list of all of their jobs for the day

• View all of the details for every job to which they are assigned

• Change any of the job details to reflect the actions that were actually performed

• Add/Edit job charges, payments, and invoice notes

• View work orders and invoices

• Search for customers and add new jobs

• Assign inventory to jobs, selecting the individual item that is actually being used

• Access a list of all equipment items at the customer site, and view the history of each item

• Add or remove a Service Contract to a job

For details on configuring a Web Server for MobileTech, see the Website Deployment Checklist.

For more on MobileTech, see the MobileTech Table of Contents.