Mobile Agenda

See our other products

Newsletter

Click here if you’d like to receive our newsletters.

Mobile Agenda is an easy to use, web based job management and scheduling solution with optional mobile component. It is designed to be easily customised to suit the individual needs of a business rather than a ‘one size fits all approach’.

Designed For

Mobile Agenda has been implemented into a wide and diverse range of business sectors. For example - local government; home heating and insulation; electrical contracting and accounting franchise to name but a few.

Mobile Agenda is designed for businesses that currently have or do some of the following:

• A mobile / distributed sales, service or franchise workforce
• Schedule staff using a whiteboard, MS Outlook or a spreadsheet
• Print job cards
• Administration staff rekeying job details, quote or orders
• Complex pricing formula
• A high data error rate from the field
• Complex or non-standard quotation process
• Need to track mobile workers time
• Receive enquiries and jobs that need to be passed on to franchisees

Benefits Realised

• More efficient scheduling – more jobs performed
• Access to diaries and job details from anywhere and by anyone
• No more lost job cards
• No more forgotten and incomplete jobs, better job management and tracking
• Less back office administration and no re-keying of data
• Quicker customer job enquiry handling
• Better consistency and quality of data
• More accurate and consistent quotations and pricing, control of discounting
• Powerful reporting of metrics, performance, trends and exceptions
• Empowered mobile staff with more information on hand , specific pricing available, control over their diary
• Competitive advantage and efficiency gained from quote generated at time of visit
• Higher conversion of quotes to orders through the professional and quick delivery of quote
• Capture of mandatory and other information up front reduces error rate
• No need for Customer Service staff to access accounting and other systems
• More billable time, less wasted time

Web-Based

• Being web-based, you can access Mobile Agenda from work, from home or from anywhere in the world
• All you need is a web browser and an Internet connection and optionally a mobile PDA
• No expensive server is required
• All software updates and new features are automatically available when you login
• Peace of mind with a secure server and data backups
• Data import and export capability gives you full access to your data

Web Functionality Highlights

• Sophisticated scheduling screen with drag and drop rescheduling and reassignment
• Can block out time at user and branch level
• Configurable colour coded job display – great for ‘large screen’ staff display
• Easy to use job entry
• Printing of job card, quote and other documents
• Generation of recurring jobs at regular intervals
• Simplified CRM functionality
• Flexible reporting and data export functionality – PDF, MS Word and Excel formats
• Role and branch based security
• Scalable to hundreds of users
• Easily integrates with most accounting systems; especially the Accredo financial package
• Easily customised to suit the individual and competitive needs of a business

Mobile Functionality Highlights

• Easy to use Windows Mobile PDA
• Can manage own diary – blocking out personal time, rescheduling appointments
• Receive software updates wirelessly – no need to bring PDA’s back in from the field
• Works outside wireless coverage with efficient synchronisation when back in range
• Full details of the customer and job
• Easily customised to suit the individual and competitive needs of a business