Proposal Maker

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.

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

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

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

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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.

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

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

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

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

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.

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.

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

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

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

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.

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

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

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.

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

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

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

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.

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

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.

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

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.

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.

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.