Difference between revisions of "Mobile applications"

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==Lead generator==
+
=Motive Support Line=
  
This application is connected to external users. That is, users who do not correspond to the CRM but who, based on a special configuration, can use some parts of it to generate information regarding new customers.
+
For any questions or issues with your Motive App, feel free to call the Motive Support Line at 855-434-3564
  
The app is fully linked to Google, making it easy to log in and geolocation services.
+
=Proposal Maker=
  
The users who use this application are known as "hunters", since from a license that is granted to them by the company they can go out in search of new clients. For this they look for new potholes, which they register in the system with the help of the application and for which they then receive a payment for each successful client.
+
[https://crm.potholerepair.com/appStore/ Download it here]
  
Every time a hunter creates a Lead, they will get a notification to their email, so they can keep track of all records they have created. At the same time, about once a week, we run a report to verify how many leads were created by our hunters and how many of them had been converted. This way hunters can paid for those converted leads.
+
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.  
  
This whole process is very similar to the RPH creation process of the CRM, the only difference here is that the app has a "wizard" that guides the user step by step to avoid skipping any actions.
+
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.
  
What we will see next is a series of images showing each section with a brief description of this mobile application.
+
[[File:Screenshot 2024-09-05-12-19-20-638 com.pothole.etechnician.jpg|250px|thumb|center]]
  
 +
They can access more options by hitting the sandwich menu at the top left corner.
  
[[File:Portada.png|500px|thumb|centre|App Portrait Picture]]
+
[[File:Screenshot 20220805-054001 Proposal Maker.jpg|250px|center]]
  
 +
For each task, they can directly contact the customer and the opportunity owner.
  
The users can access to more options by clicking on the sandwich menu at the top left corner
+
[[File:Photo 2024-09-12 16.32.42.jpg|250px|center|thumb]]
  
 +
[[File:Photo 2024-09-12 16.40.28.jpg|250px|center]]
  
[[File:Menu.png|500px|thumb|centre|Menu]]
+
They can see more information about the opportunity, use the GPS to navigate the property, or complete the opportunity.
  
  
Lets see the process to create a new lead. First the app will to conect to the GPS to automatically geolocate the potholes.
+
[[File:Screenshot 2024-09-05-12-20-00-959 com.google.android.apps.maps.jpg|250px|thumb|center]]
  
  
[[File:Start.png|500px|thumb|centre|Conecting to GPS]]
 
  
 +
[[File:Screenshot 2024-09-05-12-20-13-372 com.pothole.etechnician.jpg|250px|thumb|center|3]]
  
If the app can get the location by itself then it will require the user to manually set it. In this case the user only need to drag the pin to the actual location.
 
  
  
[[File:Set location.png|500px|thumb|centre|Set PH damage location]]
+
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 2024-09-05-12-21-20-799 com.pothole.etechnician.jpg|250px|thumb|center]]
  
Once the location has been set, then we can proceed to take the pictures. The app allows to take 2 pictures only for the pothole and another leasing picture, that is a picture of the entrance or comercial sign with information of the company to easily identify or match the pothole to the site.
 
  
 +
If they were to add more repairs, they first need to take a ''before picture'' of the damage.
  
[[File:4 LG.png|500px|thumb|center|Confirm Location]]
+
[[File:Screenshot 2024-09-05-12-21-36-157 com.pothole.etechnician.jpg|250px|thumb|center]]
  
  
After taking the pictures the app will ask to provide a company name
 
  
 +
[[File:Screenshot 2024-09-05-12-22-53-084 com.android.camera.jpg|250px|thumb|center]]
  
[[File:5.png|500px|thumb|center|Provide company name]]
 
  
  
And it will also ask to provide more information and a leasing name
+
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:6Leasing.png|500px|thumb|center|Leasing pic]]
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[[File:Screenshot 2024-09-05-12-23-09-804 com.pothole.etechnician.jpg|250px|thumb|center]]
  
  
Finally the user only need to check all information and hit "create it"
+
In the next step, the surveyor has to set the specific pothole location, the more accurate, the better.
  
  
[[File:7Create Lead.png|500px|thumb|center|Create Lead]]
+
[[File:Screenshot 2024-09-05-12-23-34-539 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.
  
And that's it, the Lead has been created
 
  
[[File:8Lead Saved.png|500px|thumb|center|Lead Saved]]
+
[[File:Screenshot 2024-09-05-12-24-30-635 com.pothole.etechnician.jpg|250px|thumb|center]]
  
==Proposal Maker==
+
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.
  
This app works exactly the same as the Lead Generator App. The concept behind is the same: it is a "wizard" that guides the user step by step to avoid missing or skipping information.  
+
[[File:Screenshot 2024-09-05-12-24-38-294 com.pothole.etechnician.jpg|250px|thumb|center]]
  
There is a slight difference though, and this is the user who will be using the app. This app is ment to be used by our "surveyors", this are the people or technicians that will be assesing the damage in order to provide a quote and information regarding the job that needs to be done to fix the potholes in a property, such as size, amount of TRs, type of work and tools needed, etc.
 
  
Our surveyors have a user in our system which allows them to see all the activities that have been asigned to them. This way can easily see where they have to go and the type of property to visit.
+
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.
  
  
What we will see next is a series of images showing each section with a brief description of this mobile application.
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[[File:Screenshot_2024-09-05-12-21-20-799_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.
  
This is the main screen, here the surveyors can see at glance all their activities. They can filter by date the activities they see.  
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[[File:Screenshot 2024-09-05-12-21-36-157 com.pothole.etechnician.jpg|250px|thumb|center]]
  
 +
Finally, the wizard will ask the surveyor to add any notes.
  
[[File:PM-1.png|500px|thumb|center|Main Screen]]
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[[File:Screenshot_2024-09-05-12-24-38-294_com.pothole.etechnician.jpg|250px|thumb|center]]
  
 +
And a pop-up window will ask for confirmation to close the proposal.
  
For each task, they can directly email or call the customer to contact the customer, call the opportunity owner
 
  
 +
[[File:Screenshot 2024-09-05-12-25-43-437 com.pothole.etechnician.jpg|250px|thumb|center]]
  
[[File:PM-3.png|500px|thumb|center|Send an e-mail to the customer]]
 
  
 +
[[File:Screenshot 2024-09-05-12-26-14-093 com.pothole.etechnician.jpg|250px|thumb|center]]
  
[[File:PM-2.png|500px|thumb|center|Call the customer]]
 
  
 +
[[File:Screenshot 2024-09-05-12-26-50-759 com.pothole.etechnician.jpg|250px|thumb|center]]
  
[[File:PM-4.png|500px|thumb|center|Call opp owner]]
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=eTechnician 2.0=
  
 +
[https://crm.potholerepair.com/appStore/ Download it here]
  
Furthermore, they can see more information about the opportunity, use the GPS to navigate to the property or complete the opportunity
+
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:PM-5.png|500px|thumb|center|See more info]]
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[[File:Imagen numero 1.png|250px|center]]
  
 +
From the main screen, our technicians can view both the Dispatches and Surveys assigned.
  
[[File:PM-6.png|500px|thumb|center|Navigate to property]]
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[[File:Imagen numero 2.png|250px|center]]
  
 +
They can access more options by hitting the sandwich menu at the top left corner.
  
[[File:PM-7.png|500px|thumb|center|Complete Opp]]
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[[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.
 +
When they hit "upload receipt," the app will open up the camera to take a picture of it.
  
[[File:PM-8.png|500px|thumb|center|Complete Opp]]
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[[File:4Upload Receipt.png|250px|center]]
  
 +
To be able to start the working day, the technicians will need to upload the necessary daily documents.
  
The surveyors can also add more repairs if they wanted to, and they can choose to either add a PH damage or an External Damage. This is in case the damage needs to be repaired by one of our partners.
+
[[File:6Daily Docs Alert.png|250px|center]]
  
 +
They will need to do so by clicking on the camera button.
  
[[File:PM-9.png|500px|thumb|center|Add more repairs]]
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[[File:5Daily Docs.png|250px|center]]
  
 +
After completing all of the necessary documents, an alert will pop-up.
  
If they were to add more repairs, first need to take a "before picture". This is a picture of the damage.
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[[File:7Daily Docs Completion.png|250px|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.
  
[[File:PM-10.png|500px|thumb|center]]
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[[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.
  
After taking the picture they have to set the estimated amount of TRs (Thermal Repairs) they think that will be needed to fix that damage.
+
[[File:9Start Job.png|250px|center]]
  
 +
[[File:9Start job 2.png|250px|center]]
  
[[File:PM-11.png|500px|thumb|center]]
+
After confirming the operation, the system will also remind the technicians to log out from their vehicles.
  
 +
[[File:10Driver Logout.png|250px|center]]
  
In the next step the surveyor has to set the spcific pothole location, the more accurate the better.
+
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.
  
 +
[[File:11Inside thejob details.png|250px|center]]
  
[[File:PM-12.png|500px|thumb|center]]
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When clocking on 'Take Pic' button, it will let you select to open the camera, or select a picture from the gallery.
  
 +
[[File:12Take Picture.jpg|250px|center]]
  
[[File:PM-13.png|500px|thumb|center]]
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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:13Set TRs.jpg|250px|center]]
  
Then they must specify wether the technicians will need to take any extra tools or materials, and finally add notes to the job.
 
  
 +
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:PM-14.png|500px|thumb|center]]
+
[[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:PM-15.png|500px|thumb|center]]
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[[File:15Ending notes.png|250px|center]]
  
 +
Once the job is complete, they can finally close the dispatch and confirm completion.
  
[[File:PM-16.png|500px|thumb|center]]
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[[File:16End job.png|250px|center]]
  
 +
Now that the technicians are done, the app will prevent them from logging into their vehicle before driving to the next property.
  
[[File:PM-17.png|500px|thumb|center]]
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=ELD and HOS=
  
 +
PotholeRepair DOT# 2506097
  
The other option is to add or create an External Proposal, this is a job for one of our partners. In this case the surveyor must hit "External Damage" and the app will show a pop-up window asking confirmation to proceed.
+
Logbook – Motive
  
 +
You can find the app both for [https://apps.apple.com/us/app/motive-driver/id706401738 IOS] and [[INSERT LINK|Android]]
  
[[File:PM-18.png|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]
  
 +
HOS Motive for drivers - [https://helpcenter.gomotive.com/hc/article_attachments/6541249835805 Drivers instruction manual]
  
Once again, first the surveyor must take a picture of the damage, and then will be allowed to choose the product or required type work
+
'''Motive for Fleet Admin'''
  
 +
[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]
  
[[File:PM-19.png|500px|thumb|center]]
+
'''Motive Drivers App Walkthrough'''
  
 +
https://vimeo.com/879340128
  
Finally the wizard will ask the surveyor to add any notes
+
'''Motive Help Center'''
  
 +
[https://helpcenter.gomotive.com/hc/en-us Motive Help Center]
  
[[File:PM-20.png|500px|thumb|center]]
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=Quick Access=
  
 
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*[[RPH]]
And a pop-up window will ask confirmation to close the proposal.
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*[[Lead]]
 
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*[[Accounts]]
 
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*[[Contacts]]
[[File:PM-21.png|500px|thumb|center]]
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*[[Opportunity]]
 
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*[[Dispatch]]
==E-Technician==
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*[[Invoices and Payroll]]
 
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*[[External Portals]]
What is this app for?
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*[[Back-end Processes]]
Who are the main users?
 
 
 
[[File:Screenshot 20201215-104138 eTechnician.jpg|500px|thumb|center]]
 
 
 
[[File:Screenshot 20201215-104158 eTechnician.jpg|500px|thumb|center]]
 

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