Difference between revisions of "Mobile applications"

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=Lead generator=
+
=Motive Support Line=
External users, who are limited to using some parts of the CRM through special configuration, can use the Lead Generator application to generate or retrieve new customers' information. Fully linked to Google, the app is easy to log into and provides geolocation services.
 
  
''Hunters,'' through a license granted to them by the company, can search for new clients. They look for new potholes, register them in the system using the application, and receive payment for each successful client.
+
For any questions or issues with your Motive App, feel free to call the Motive Support Line at 855-434-3564
  
Each time a hunter creates a Lead, they get an email notification to keep track of all records they have created. Pothole Repairs runs weekly reports to verify the number of leads and conversions made by our hunters, for which they are paid.
+
=Proposal Maker=
  
Very similar to the RPH creation process of the CRM, the app has a ''wizard'' that guides the user step by step to avoid skipping any actions. Please find below a series of images showing each section with brief descriptions.
+
[https://crm.potholerepair.com/appStore/ Download it here]
  
[[File:Portada.png|500px|thumb|centre|App Portrait Picture]]
+
The Proposal Maker app works on the same concept as the Lead Generator App, using a ''wizard'' to guide the user step by step and avoid missing or skipping information.  
  
The users can access more options by clicking on the sandwich menu at the top left corner.
+
The slight difference between them is that surveyors use this app to assess the damage and provide quotes and job requirements to fix the potholes in a property, such as size, amount of TRs, type of work and tools needed, etc. Surveyors use their access to see all the activities assigned to them, including the property type to visit and directions to do so.  
  
[[File:Menu.png|500px|thumb|centre|Menu]]
+
The series of images below display each section with brief descriptions
 +
Below is the main screen where the surveyors can see all assigned activities and filter them by date.  
  
Before creating a new lead, the app will connect to the GPS to automatically geolocate the potholes.
+
[[File:Screenshot 2024-09-05-12-19-20-638 com.pothole.etechnician.jpg|250px|thumb|center]]
  
[[File:Start.png|500px|thumb|centre|Conecting to GPS]]
+
They can access more options by hitting the sandwich menu at the top left corner.
  
If the app cannot retrieve the location automatically, then the user will manually set it by dragging the pin to the actual location.
+
[[File:Screenshot 20220805-054001 Proposal Maker.jpg|250px|center]]
  
[[File:Set location.png|500px|thumb|centre|Set PH damage location]]
+
For each task, they can directly contact the customer and the opportunity owner.
  
Once the location is determined, the user can take two pictures
+
[[File:Photo 2024-09-12 16.32.42.jpg|250px|center|thumb]]
* the pothole image
 
* a picture of the entrance or commercial sign with the company's information to easily identify or match the pothole to the site.
 
  
[[File:4 LG.png|500px|thumb|center|Confirm Location]]
+
[[File:Photo 2024-09-12 16.40.28.jpg|250px|center]]
  
After taking the pictures, the app will ask to provide a company name.
+
They can see more information about the opportunity, use the GPS to navigate the property, or complete the opportunity.
  
[[File:5.png|500px|thumb|center|Provide company name]]
 
  
And it will also ask to provide more information and a leasing name.
+
[[File:Screenshot 2024-09-05-12-20-00-959 com.google.android.apps.maps.jpg|250px|thumb|center]]
  
[[File:6Leasing.png|500px|thumb|center|Leasing pic]]
 
  
Finally, the user verifies all information and clicks on "create it."
 
  
[[File:7Create Lead.png|500px|thumb|center|Create Lead]]
+
[[File:Screenshot 2024-09-05-12-20-13-372 com.pothole.etechnician.jpg|250px|thumb|center|3]]
  
The user has successfully created the new Lead.
 
  
[[File:8Lead Saved.png|500px|thumb|center|Lead Saved]]
 
  
=Proposal Maker=
+
If needed, the surveyors can also add more repairs, PH damage, or External Damage where the damage needs to be repaired by one of our partners.
  
The Proposal Maker app works on the same concept as the Lead Generator App, using a ''wizard'' to guide the user step by step and avoid missing or skipping information.  
+
[[File:Screenshot 2024-09-05-12-21-20-799 com.pothole.etechnician.jpg|250px|thumb|center]]
  
The slight difference between them is that surveyors use this app to assess the damage and provide quotes and job requirements to fix the potholes in a property, such as size, amount of TRs, type of work and tools needed, etc. Surveyors use their access to see all the activities assigned to them, including the property type to visit and directions to do so.
 
  
The series of images below display each section with brief descriptions
+
If they were to add more repairs, they first need to take a ''before picture'' of the damage.
Below is the main screen where the surveyors can see all assigned activities and filter them by date.  
 
  
[[File:PM-1.png|500px|thumb|center|Main Screen]]
+
[[File:Screenshot 2024-09-05-12-21-36-157 com.pothole.etechnician.jpg|250px|thumb|center]]
  
They can access more options by hitting the sandwich menu at the top left corner.
 
  
[[File:Screenshot 20220805-054001 Proposal Maker.jpg|thumb]]
 
  
 +
[[File:Screenshot 2024-09-05-12-22-53-084 com.android.camera.jpg|250px|thumb|center]]
  
For each task, they can directly contact the customer and the opportunity owner.
 
  
[[File:PM-3.png|500px|thumb|center|Send an e-mail to the customer]]
 
  
[[File:PM-2.png|500px|thumb|center|Call the customer]]
+
After taking the picture, they have to set the estimated amount of TRs (Thermal Repairs) they think will be needed to fix that damage.
  
[[File:PM-4.png|500px|thumb|center|Call opp owner]]
 
  
They can see more information about the opportunity, use the GPS to navigate the property, or complete the opportunity.
+
[[File:Screenshot 2024-09-05-12-23-09-804 com.pothole.etechnician.jpg|250px|thumb|center]]
  
[[File:PM-5.png|500px|thumb|center|See more info]]
 
  
 +
In the next step, the surveyor has to set the specific pothole location, the more accurate, the better.
  
[[File:PM-6.png|500px|thumb|center|Navigate to property]]
 
  
 +
[[File:Screenshot 2024-09-05-12-23-34-539 com.pothole.etechnician.jpg|250px|thumb|center]]
  
[[File:PM-7.png|500px|thumb|center|Complete Opp]]
+
Then they must specify whether the technicians will need to take any extra tools or materials, and finally add notes to the job.
  
[[File:PM-8.png|500px|thumb|center|Complete Opp]]
 
  
If needed, the surveyors can also add more repairs, PH damage, or External Damage where the damage needs to be repaired by one of our partners.
+
[[File:Screenshot 2024-09-05-12-24-30-635 com.pothole.etechnician.jpg|250px|thumb|center]]
  
[[File:PM-9.png|500px|thumb|center|Add more repairs]]
+
Finally, once they have closed it, the system will ask the technician to confirm having read the task notes, add notes to the opportunity, and finish the task.
  
If they were to add more repairs, they first need to take a ''before picture'' of the damage.
+
[[File:Screenshot 2024-09-05-12-24-38-294 com.pothole.etechnician.jpg|250px|thumb|center]]
  
[[File:PM-10.png|500px|thumb|center]]
 
  
After taking the picture, they have to set the estimated amount of TRs (Thermal Repairs) they think will be needed to fix that damage.
+
The other option is to add or create an External Proposal for our partners. When the surveyor clicks on "External Damage," the app will show a pop-up window asking confirmation to proceed.
  
[[File:PM-11.png|500px|thumb|center]]
 
  
In the next step, the surveyor has to set the specific pothole location, the more accurate, the better.
+
[[File:Screenshot_2024-09-05-12-21-20-799_com.pothole.etechnician.jpg|250px|thumb|center]]
  
[[File:PM-12.png|500px|thumb|center]]
+
The surveyor must upload a picture of the damage before choosing the product or required type of work.  
  
[[File:PM-13.png|500px|thumb|center]]
+
[[File:Screenshot 2024-09-05-12-21-36-157 com.pothole.etechnician.jpg|250px|thumb|center]]
  
Then they must specify whether the technicians will need to take any extra tools or materials, and finally add notes to the job.
+
Finally, the wizard will ask the surveyor to add any notes.
  
[[File:PM-14.png|500px|thumb|center]]
+
[[File:Screenshot_2024-09-05-12-24-38-294_com.pothole.etechnician.jpg|250px|thumb|center]]
  
Finally, once they have closed it, the system will ask the technician to confirm having read the task notes, add notes to the opportunity, and finish the task.
+
And a pop-up window will ask for confirmation to close the proposal.
 
 
[[File:PM-15.png|500px|thumb|center]]
 
  
[[File:PM-16.png|500px|thumb|center]]
 
  
[[File:PM-17.png|500px|thumb|center]]
+
[[File:Screenshot 2024-09-05-12-25-43-437 com.pothole.etechnician.jpg|250px|thumb|center]]
  
The other option is to add or create an External Proposal for our partners. When the surveyor clicks on "External Damage," the app will show a pop-up window asking confirmation to proceed.
 
  
[[File:PM-18.png|500px|thumb|center]]
+
[[File:Screenshot 2024-09-05-12-26-14-093 com.pothole.etechnician.jpg|250px|thumb|center]]
  
The surveyor must upload a picture of the damage before choosing the product or required type of work.
 
  
[[File:PM-19.png|500px|thumb|center]]
+
[[File:Screenshot 2024-09-05-12-26-50-759 com.pothole.etechnician.jpg|250px|thumb|center]]
  
Finally, the wizard will ask the surveyor to add any notes.
+
=eTechnician 2.0=
  
[[File:PM-20.png|500px|thumb|center]]
+
[https://crm.potholerepair.com/appStore/ Download it here]
  
And a pop-up window will ask for confirmation to close the proposal.
+
Our technicians use this app for two main purposes:
  
[[File:PM-21.png|500px|thumb|center]]
+
To check-in, to upload their time card, the truck inspection, and inventory.
 +
To access all jobs, dispatches, and surveys assigned to them
 +
This application is solely for our employees' use and not for external users.
  
=E-Technician=
+
[[File:Imagen numero 1.png|250px|center]]
 
 
Our technicians use this app for two main purposes:
 
* To check-in, to upload their time card, the truck inspection, and inventory.
 
* To access all jobs, dispatches, and surveys assigned to them
 
 
 
This application is solely for our employees' use and not for external users.
 
 
 
[[File:1 Home Login.png|thumb]]
 
  
 
From the main screen, our technicians can view both the Dispatches and Surveys assigned.
 
From the main screen, our technicians can view both the Dispatches and Surveys assigned.
  
[[File:Screenshot 20201215-104158 eTechnician.jpg|500px|thumb|center]]
+
[[File:Imagen numero 2.png|250px|center]]
  
 
They can access more options by hitting the sandwich menu at the top left corner.  
 
They can access more options by hitting the sandwich menu at the top left corner.  
  
[[File:Screenshot 20201215-104203 eTechnician.jpg|500px|thumb|center]]
+
[[File:Imagen numero 3.png|250px|center]]
  
 
The "upload receipt" option allows them to upload any bill or expense they might have as part of their duties; this way, all expenses can be kept and tracked in one place.
 
The "upload receipt" option allows them to upload any bill or expense they might have as part of their duties; this way, all expenses can be kept and tracked in one place.
 +
When they hit "upload receipt," the app will open up the camera to take a picture of it.
  
When they hit "upload receipt," the app will open up the camera to take a picture of it.
+
[[File:4Upload Receipt.png|250px|center]]
 +
 
 +
To be able to start the working day, the technicians will need to upload the necessary daily documents.  
  
[[File:Screenshot 20201215-104209 eTechnician.jpg|500px|thumb|center]]
+
[[File:6Daily Docs Alert.png|250px|center]]
  
When the technicians enter the application to see either a dispatch or survey, they can get a job preview showing all the work to do and the amount of TRs per damage.
+
They will need to do so by clicking on the camera button.
  
[[File:Screenshot 20201215-104238 eTechnician.jpg|500px|thumb|center]]
+
[[File:5Daily Docs.png|250px|center]]
  
[[File:Screenshot 20201215-104231 eTechnician.jpg|500px|thumb|center]]
+
After completing all of the necessary documents, an alert will pop-up.
  
Before starting a job, the app will prevent the users from completing the daily inspections (check-in), explained in the [[dispatch]] section.
+
[[File:7Daily Docs Completion.png|250px|center]]
  
[[File:Screenshot 20201215-104242 eTechnician.jpg|500px|thumb|center]]
+
By clicking on the job, the user can see the details of it. The user icon with a star on the side shows the team leader for the job, and clicking on it will show the whole crew.
  
Once the daily inspections are completed, the system will allow them to continue.
+
[[File:8Job detail.png|250px|center]]
  
 
When a technician clicks on "start," the system will send an email to the customer and to the owner of the opportunity to notify them the repair is in process. The system also allows Headquarters to track progress using a live feed regarding the job progression.
 
When a technician clicks on "start," the system will send an email to the customer and to the owner of the opportunity to notify them the repair is in process. The system also allows Headquarters to track progress using a live feed regarding the job progression.
  
[[File:Screenshot 20201215-104330 eTechnician.jpg|500px|thumb|center]]
+
[[File:9Start Job.png|250px|center]]
  
[[File:Screenshot 20201215-105915 eTechnician.jpg|500px|thumb|center]]
+
[[File:9Start job 2.png|250px|center]]
  
 
After confirming the operation, the system will also remind the technicians to log out from their vehicles.
 
After confirming the operation, the system will also remind the technicians to log out from their vehicles.
  
[[File:Screenshot 20201215-105924 eTechnician.jpg|500px|thumb|center]]
+
[[File:10Driver Logout.png|250px|center]]
  
 
Technicians can see all details regarding the job, see the surveyor's notes, and call either the owner or the surveyor. Using buttons, they can
 
Technicians can see all details regarding the job, see the surveyor's notes, and call either the owner or the surveyor. Using buttons, they can
Line 176: Line 152:
 
* Take a picture after fixing the damage
 
* Take a picture after fixing the damage
 
* Reschedule the item if they could not finish it at that time due to unexpected reasons.
 
* Reschedule the item if they could not finish it at that time due to unexpected reasons.
 +
At the end of the screen, there are more options to either add a new repair, reschedule the job or view the map.
  
[[File:Screenshot 20201215-105929 eTechnician.jpg|500px|thumb|center]]
+
[[File:11Inside thejob details.png|250px|center]]
  
After taking the picture, the system will open a window and set the number of TRs needed to fix the pothole.
+
When clocking on 'Take Pic' button, it will let you select to open the camera, or select a picture from the gallery.
  
[[File:Screenshot 20201215-105946 eTechnician.jpg|500px|thumb|center]]
+
[[File:12Take Picture.jpg|250px|center]]
  
They have to specify the type of repair they performed.
+
After taking the picture, the system will open a window to set the number of TRs needed to fix the pothole and specify the type of repair they performed.
  
[[File:Screenshot 20201215-110002 eTechnician.jpg|500px|thumb|center]]
+
[[File:13Set TRs.jpg|250px|center]]
  
Please find an example of the view they get after completing the task.
 
  
[[File:Screenshot 20201215-110008 eTechnician.jpg|500px|thumb|center]]
+
The process to add further repairs is very similar: Technicians need to click "add new," take a picture of the damage, set the estimated amount of TRs to be used, and set the location of the pothole. After they have added all the new additional repairs and clicked on "finish," the system will notify the account manager to get approvals. If approved, the technicians should fix those additionals repairs before leaving the property.
 +
 
 +
[[File:14Additional repairs.png|250px|center]]
 +
 
 +
After they have completed all the items within the dispatch, they will automatically be redirected to this screen to add the last notes for the dispatch.
 +
 
 +
[[File:15Ending notes.png|250px|center]]
 +
 
 +
Once the job is complete, they can finally close the dispatch and confirm completion.
 +
 
 +
[[File:16End job.png|250px|center]]
  
At the end of the screen, there are more options to either add a new repair, reschedule the job or view the map.
+
Now that the technicians are done, the app will prevent them from logging into their vehicle before driving to the next property.
  
[[File:Screenshot 20201215-110011 eTechnician.jpg|500px|thumb|center]]
+
=ELD and HOS=
  
The process to add further repairs is very similar: Technicians need to click "add new," take a picture of the damage, set the estimated amount of TRs to be used, and set the location of the pothole. After they have added all the new additional repairs and clicked on "finish," the system will notify the account manager to get approvals. If approved, the technicians should fix those additionals repairs before leaving the property.
+
PotholeRepair DOT# 2506097
  
[[File:Screenshot 20201215-110019 eTechnician.jpg|500px|thumb|center]]
+
Logbook – Motive
  
[[File:Screenshot 20201215-110034 eTechnician.jpg|500px|thumb|center]]
+
You can find the app both for [https://apps.apple.com/us/app/motive-driver/id706401738 IOS] and [[INSERT LINK|Android]]
  
[[File:Screenshot 20201215-110044 eTechnician.jpg|500px|thumb|center]]
+
HOS Motive Drivers App - [https://helpcenter.gomotive.com/hc/en-us/articles/6475129978909--New-Drivers-Start-Here-Getting-Started-with-Motive-for-Drivers Motive Drivers App User Guide]
  
[[File:Screenshot 20201215-110051 eTechnician.jpg|500px|thumb|center]]
+
HOS Motive for drivers - [https://helpcenter.gomotive.com/hc/article_attachments/6541249835805 Drivers instruction manual]
  
After they have completed all the items within the dispatch, they will automatically be redirected to this screen to add the last notes for the dispatch.
+
'''Motive for Fleet Admin'''
  
[[File:Screenshot 20201215-110255 eTechnician.jpg|500px|thumb|center]]
+
[https://helpcenter.gomotive.com/hc/en-us/articles/6348627756701--New-Fleet-Admins-Start-Here-Getting-Started-with-Motive-for-Fleet-Admin Getting Started with Motive for Fleet Admin]
  
Once the job is complete, they can finally close the dispatch and confirm completion.
+
'''Motive Drivers App Walkthrough'''
  
[[File:Screenshot 20201215-110257 eTechnician.jpg|500px|thumb|center]]
+
https://vimeo.com/879340128
  
Now that the technicians are done, the app will prevent them from logging into their vehicle before driving to the next property.
+
'''Motive Help Center'''
  
[[File:Screenshot 20201215-110300 eTechnician.jpg|500px|thumb|center]]
+
[https://helpcenter.gomotive.com/hc/en-us Motive Help Center]
  
 
=Quick Access=
 
=Quick Access=

Latest revision as of 14:51, 5 February 2025

Motive Support Line

For any questions or issues with your Motive App, feel free to call the Motive Support Line at 855-434-3564

Proposal Maker

Download it here

The Proposal Maker app works on the same concept as the Lead Generator App, using a wizard to guide the user step by step and avoid missing or skipping information.

The slight difference between them is that surveyors use this app to assess the damage and provide quotes and job requirements to fix the potholes in a property, such as size, amount of TRs, type of work and tools needed, etc. Surveyors use their access to see all the activities assigned to them, including the property type to visit and directions to do so.

The series of images below display each section with brief descriptions Below is the main screen where the surveyors can see all assigned activities and filter them by date.

Screenshot 2024-09-05-12-19-20-638 com.pothole.etechnician.jpg

They can access more options by hitting the sandwich menu at the top left corner.

Screenshot 20220805-054001 Proposal Maker.jpg

For each task, they can directly contact the customer and the opportunity owner.

Photo 2024-09-12 16.32.42.jpg
Photo 2024-09-12 16.40.28.jpg

They can see more information about the opportunity, use the GPS to navigate the property, or complete the opportunity.


Screenshot 2024-09-05-12-20-00-959 com.google.android.apps.maps.jpg


3


If needed, the surveyors can also add more repairs, PH damage, or External Damage where the damage needs to be repaired by one of our partners.

Screenshot 2024-09-05-12-21-20-799 com.pothole.etechnician.jpg


If they were to add more repairs, they first need to take a before picture of the damage.

Screenshot 2024-09-05-12-21-36-157 com.pothole.etechnician.jpg


Screenshot 2024-09-05-12-22-53-084 com.android.camera.jpg


After taking the picture, they have to set the estimated amount of TRs (Thermal Repairs) they think will be needed to fix that damage.


Screenshot 2024-09-05-12-23-09-804 com.pothole.etechnician.jpg


In the next step, the surveyor has to set the specific pothole location, the more accurate, the better.


Screenshot 2024-09-05-12-23-34-539 com.pothole.etechnician.jpg

Then they must specify whether the technicians will need to take any extra tools or materials, and finally add notes to the job.


Screenshot 2024-09-05-12-24-30-635 com.pothole.etechnician.jpg

Finally, once they have closed it, the system will ask the technician to confirm having read the task notes, add notes to the opportunity, and finish the task.

Screenshot 2024-09-05-12-24-38-294 com.pothole.etechnician.jpg


The other option is to add or create an External Proposal for our partners. When the surveyor clicks on "External Damage," the app will show a pop-up window asking confirmation to proceed.


Screenshot 2024-09-05-12-21-20-799 com.pothole.etechnician.jpg

The surveyor must upload a picture of the damage before choosing the product or required type of work.

Screenshot 2024-09-05-12-21-36-157 com.pothole.etechnician.jpg

Finally, the wizard will ask the surveyor to add any notes.

Screenshot 2024-09-05-12-24-38-294 com.pothole.etechnician.jpg

And a pop-up window will ask for confirmation to close the proposal.


Screenshot 2024-09-05-12-25-43-437 com.pothole.etechnician.jpg


Screenshot 2024-09-05-12-26-14-093 com.pothole.etechnician.jpg


Screenshot 2024-09-05-12-26-50-759 com.pothole.etechnician.jpg

eTechnician 2.0

Download it here

Our technicians use this app for two main purposes:

To check-in, to upload their time card, the truck inspection, and inventory. To access all jobs, dispatches, and surveys assigned to them This application is solely for our employees' use and not for external users.

Imagen numero 1.png

From the main screen, our technicians can view both the Dispatches and Surveys assigned.

Imagen numero 2.png

They can access more options by hitting the sandwich menu at the top left corner.

Imagen numero 3.png

The "upload receipt" option allows them to upload any bill or expense they might have as part of their duties; this way, all expenses can be kept and tracked in one place. When they hit "upload receipt," the app will open up the camera to take a picture of it.

4Upload Receipt.png

To be able to start the working day, the technicians will need to upload the necessary daily documents.

6Daily Docs Alert.png

They will need to do so by clicking on the camera button.

5Daily Docs.png

After completing all of the necessary documents, an alert will pop-up.

7Daily Docs Completion.png

By clicking on the job, the user can see the details of it. The user icon with a star on the side shows the team leader for the job, and clicking on it will show the whole crew.

8Job detail.png

When a technician clicks on "start," the system will send an email to the customer and to the owner of the opportunity to notify them the repair is in process. The system also allows Headquarters to track progress using a live feed regarding the job progression.

9Start Job.png
9Start job 2.png

After confirming the operation, the system will also remind the technicians to log out from their vehicles.

10Driver Logout.png

Technicians can see all details regarding the job, see the surveyor's notes, and call either the owner or the surveyor. Using buttons, they can

  • Navigate to the pothole
  • Take a picture after fixing the damage
  • Reschedule the item if they could not finish it at that time due to unexpected reasons.

At the end of the screen, there are more options to either add a new repair, reschedule the job or view the map.

11Inside thejob details.png

When clocking on 'Take Pic' button, it will let you select to open the camera, or select a picture from the gallery.

12Take Picture.jpg

After taking the picture, the system will open a window to set the number of TRs needed to fix the pothole and specify the type of repair they performed.

13Set TRs.jpg


The process to add further repairs is very similar: Technicians need to click "add new," take a picture of the damage, set the estimated amount of TRs to be used, and set the location of the pothole. After they have added all the new additional repairs and clicked on "finish," the system will notify the account manager to get approvals. If approved, the technicians should fix those additionals repairs before leaving the property.

14Additional repairs.png

After they have completed all the items within the dispatch, they will automatically be redirected to this screen to add the last notes for the dispatch.

15Ending notes.png

Once the job is complete, they can finally close the dispatch and confirm completion.

16End job.png

Now that the technicians are done, the app will prevent them from logging into their vehicle before driving to the next property.

ELD and HOS

PotholeRepair DOT# 2506097

Logbook – Motive

You can find the app both for IOS and Android

HOS Motive Drivers App - Motive Drivers App User Guide

HOS Motive for drivers - Drivers instruction manual

Motive for Fleet Admin

Getting Started with Motive for Fleet Admin

Motive Drivers App Walkthrough

https://vimeo.com/879340128

Motive Help Center

Motive Help Center

Quick Access