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Seamless Integration of Salesforce.com
The integration between Salesforce.com and ClickSoftware is complex and challenging, often involving additional programming.
Using a pre-built and production ready adaptor ensures a seamless integration. The SFDC Adaptor allows easy integration of Salesforce and ClickSchedule and is a fantastic resource for all Salesforce and ClickSchedule users, delivering a robust connection between these two powerful systems with no extra programming required. With many clients using this code base, users can benefit from continuous improvements identified by others.
Reduces time to market and implementation costs of integration.
Support Privacy and Security Policies.
Eliminate the risk of breaching privacy and security policies concerning your customer or engineer data with Privacy Scrubber.
The Service Optimization system generates XML log files which contain personal identifiable information like names, phone numbers and email addresses from Customers and Engineers. The Privacy Scrubber blanks out this private information from the system log files before sharing with external vendors for support and maintenance services.
Ensures your customer and organization data is safe.
Eliminating Invalid or Irrelevant Data in Dictionary Tables.
User error whether it be through mistakes, assumptions or interpretations result in invalid or irrelevant data in dictionary tables which can cause erratic system behavior. Any unplanned additions and updates can easily disrupt scheduling, workflow, assignments, and task optimization.
Data Check ensures user error won’t impede or hinder the critical configuration and system logic of ClickSchedule Dictionaries. As these user-defined dictionaries are critical, this data validation tool ensures the stability of the system while keeping information accurate by eliminating erroneous data.
Improves visibility and control with more accurate data, minimizing the need for manual interventions.
Increase Technician Efficiency with Reduction of “No-Shows”.
No-show or late clients who aren’t at home when a technician arrives are an inescapable fact of life, but you can put procedures into place that go a long way to reduce their occurrence.
Increase customer satisfaction by keeping your client informed. Customer Notify automatically reminds clients of their scheduled appointments and lets them know when their technician is on the way; keeping them up-to-date with an accurate appointment window and technician arrival time, via phone call, email, or text (SMS). Customers are reminded of the appointment in advance, allowing them to reschedule if necessary.
Reduce repeat customer visits due to no-shows.
Simplify the export of data into Excel.
Need a simple way to transfer data into or from Excel to a subject or table within the Service Optimization Suite without any programming required?
Data Import provides a blank Excel spreadsheet that allows users to import or export data from or to the Service Optimization base and is a great addition for Excel users. Once in Excel, data can be modified, analyzed and imported back. It can be used for an initial import of technicians an import of jobs to transition to new system or any other bulk data loading. It works with versions 7.5 and 8 (or 8+) for Tasks, Engineers, and Dictionaries, as well as several other tables and requires MS Excel 2003+ and MSXML 3.0. It can also run from machines that do not have ClickSoftware installed.
Manipulate data easily and reduce the time to import bulk data.
Provide Simple Visual Validation of Work Accepted by Customer
Increasingly electronic signatures are making life easier for organizations, enabling workers to capture signatures from customers and employees and manage key documents and records with minimal effort. For most organizations, confirming customer signatures for work completed is critical for schedulers/dispatchers.
Signature Display provides visual confirmation of the customer’s (or technician’s) signature within ClickSchedule or any other form implemented in the ClickPlatform (browser interface).
Say goodbye to looking elsewhere for signature confirmation! Signature Display gives easy access and visibility of customer or technician signature within their primary application.
Faster, Easier Web Access
Eliminate time wasted by technicians manually navigating web applications to reach specific product or service information as part of their work order completion process.
Dynamic URL is configured to allow users a quick and easy way to access websites as needed, both with ClickSchedule and Mobile Touch. It creates web links based on specific assignment details, allowing fast access to unique web pages. Dynamic URL enables users to launch a web page based on current tasks, for example, using the address of a job to open a map view, or opening a specific page in a support website relating to a specific asset or issue.
Increase technician efficiency by eliminating the need to manually navigate websites.
Clearer Visibility and Management of Resource Capacity
Poor visibility of resource capacity and the inability to flexibly manage and calculate resource capacity can seriously hinder your business’ performance.
The Capacity Reservation rule is available OOTB and is designed to ensure that any type of task does not use up the capacity to the exclusion of others while providing more flexibility in managing and calculating resource capacity. It takes into account non-availability, relocations, shifts as well as configurable options. Capacity Reservation Agent is designed to work directly with the Capacity Reservation rule and will capture the total available resource capacity for a given Capacity Limit’s District.
Improves visibility and control of capacity consumption.
Monitor and Adjust Capacity Reservations
It can be difficult for your dispatchers and schedulers to manage many districts, territories or days without access to monitoring tools.
The Capacity Limits Wizard helps streamline managing capacity for users by providing wizard functionality for mass CapacityLimitsDynamic updates. When launched by the ClickSchedule client, users can easily stay on top of capacity limits, ensuring organizations can keep up with industry standards and regulations, as well as its operational goals and forecasts.
Improves visibility and control of your resources by simplifying the management of capacity limits.
Rapidly Update Information Across Multiple Records
Avoid the time consuming and painstaking task of updating records one at a time when a dispatcher or scheduler needs to update multiple records to have the same value using the Mass Property Update accelerator.
Mass Property Date allows users to select multiple items in the WebClient, right click and perform a mass update on all objects for one or several properties all in one pass.
Update fields of multiple technicians or tasks within a single user interface in a single pass.
Easy Export of Task to Excel
Having difficulty exporting one or more tasks to an excel format and sharing it with other employees?
Export to Excel exports the values of the selected tasks in the WebClient’s task list to a .csv file which can be opened in excel.
Allow users to easily manipulate, analyse and review data using Excel.
Streamline Processes with Electronic Work Order Completion Reports
Technicians can spend a considerable amount of time on a job site having to complete paper work order forms to leave behind for customers.
Send Email Action sends a tailored email message based on work order attributed to a configurable recipient and sender. The details of the email message can include a pre-configured message along with attributes from the work order completed. The benefits are clear; customers receive an easy to read report (no more handwriting issues!), technicians’ time on site is reduced and businesses can reap the associated time and cost savings.
Maximize resources by reducing technician time on site.
Allows Simple Web Launches in ClickSchedule
Finding a web page frequently means users launch a separate browser and enter the desired address.
Web Launch is an easy to use app, which gives users the ability to launch a web browser within ClickSchedule Windows Client at the click of a button. The pre-set but configurable web browser or host page will appear in a predetermined location, simplifying the entire process for the user.
Make life easier and more efficient for dispatchers and schedulers with simple web access.
Optimize Resources by Splitting Work
Some situations call for jobs that take longer than planned or work that cannot be completed by the original technician. Avoid the time consuming and frustrating task of having to re-enter job details because of a disruption using Split Task.
Spit Task enables dispatchers to split the work and assign the remaining portion to the same or another technician for the same or future date for completion. If a disruption occurs, dispatchers are able to split and duplicate a job they are currently working on, allowing timely intervention and completion of the remaining job properties to be resumed or reassigned to someone else.
Dispatchers can easily stop work on a job and continue later with the same or a different technician.
Optimize Gantt and Schedule View for Easier Use
With a finite number of time and resources, the ability to prioritize jobs is critical. However, as job priority is defined by multiple criteria, it’s often difficult to look at the schedule and be confident that jobs are scheduled as they should be. Consequently, dispatchers often needlessly manually intervene and change the schedule.
Schedule Priority improves visibility of the schedule and instills confidence in users that it’s accurate. It identifies the work that needs to be rescheduled and simplifies the prioritization of tasks for scheduling with a time and priority based management system, which works uniformly across all tasks.
Creates an efficient schedule with better visibility which reduces manual intervention by dispatchers and schedulers.
Simplify the Creation of Rotating Shifts
Manually creating working shifts for technicians can be a laborious and cumbersome task for organizations that run shift rotations.
Rotate Shift simplifies the exercise of creating rotating shifts by allowing users to define the rotation schedule and to whom it should apply. The pattern is then applied to each of the designated technicians. Instead of having to manually enter non-weekly work patterns, this targeted solution allows the user to create a work calendar pattern that accounts for the on/off schedules prevalent in the Service Industry. Once created, variations of the pattern can be made for your technicians to choose.
Efficient, adaptable and easy to use, Rotate Shift streamlines the process of creating rotating shifts.
Simple Duplication of Non-Availability Assignments for Multiple Users
Creating Non-Availability (NA) assignments such as group meetings or training for multiple people can be a tedious, time-consuming process, especially since ClickSchedule only allows users to create one assignment at a time.
Duplicate NA saves users time and effort when there are multiple technicians unavailable at a designated time. It allows users to load their NA form and then select the following for the duplicate:
Once selected, entered and submitted, users are provided with a duplicate NA form detailing the information, while leaving the original NA form intact. NA assignment details are copied from the original, completely avoiding the need for multiple manual duplications.
Save dispatchers/schedulers time and effort when creating identical NA assignments for multiple people.
Save Time Spent Creating Calendars.
For organizations that utilize the Yearly Calendar working intervals, it’s an arduous and lengthy task to manually duplicate a resource’s yearly calendar intervals given a “source” working date period and a “destination” date.
This accelerator simplifies and speeds up the process by allowing the user to copy a source date range of defined working and optional hours to a destination time period, saving the user from having to recreate the settings manually.
Free up time for dispatchers and schedulers with simple, automatic calendar creation.
Improve Visibility of Resources and Manage Schedules Efficiently
Are you struggling to get a clear view of your available resources? Engineers considered to be non-working or technicians that are currently not working in the area being managed often clutter the Gantt view.
Hide Relocated Engineers gives users a clear Gantt view allowing them to easily identify who is working within a given time period by removing technicians that have been relocated to other areas or not available for the loaded time window
Optimizes screen real estate for better visibility.
Allow Dispatchers to Book & Re-book Appointments
Does your organization book appointments by a Call Center Rep (CSR) via a CRM? This can be problematic if your customers need to re-book their appointments via a scheduling agent or dispatcher over the telephone as ClickSchedule does not provide a user interface to allow for this.
The Appointment Booking customization is an enhancement to the Out of the Box appointment booking feature in ClickSchedule. It provides a GUI which allows web client users to access the appointment booking service to select an available time slot for the start of the task and schedule it.
Simplifies the process of re-booking customer appointments.
Improve Visibility of Alerts
It’s easy for dispatchers to accidentally miss alerts, especially when they’re displayed in a system window. Alerts can relate to safety issues in the field, so when technicians need assistance, it’s critical for these alerts to be prominently visible in a pop-up window, rather than dispatchers inefficiently scrolling through their entire notification list.
System Alert enhances existing Out of the Box alerts by displaying them based completely on what is most important for your organization. They can be both customized and prioritized when real-time system alerts are displayed within ClickSchedule using easy to see pop-up notifications and require zero programming!
Don’t miss important alerts! Improved visibility means dispatchers react more quickly to alerts.
Effective Organization for Your Forms
Many organizations deal with the challenge of a diverse assortment of forms which need to be enabled within ClickMobile. QEngine simplifies the process of creating, maintaining and updating these forms.
QEngine provides a turbo boost to your Clickmobile Touch user experience when it comes to dynamic forms. Users can make any paper or spreadsheet based form a dynamic, interactive and secure mobile experience. QEngine forms come complete with complex logical calculations, multiple completion paths, user validation, configurable error messages, auto completion and much more!
Free up value resources by reducing the time and effort used to create and manage forms.
Peace of Mind with a Secure Browsing Experience
For organizations that are looking to harness the power and security of the AirWatch Browser from their mobile devices, iOS Airwatch Support allows them to launch the browser from within ClickMobile instead of Safari.
Provides simple access to a secure browser.
Simplify Data Entry and Improve Efficiency with Auto Fill Engineer Properties
Using Auto Fill Engineer Properties means users can say goodbye to long winded and time consuming data entry tasks. Field technicians can waste valuable time when they have to manually enter information like their name, truck numbers etc.
Auto Fill Engineer Properties enables the designation of field engineer properties to automatically copy into other objects. For example, you can configure the app to copy the engineer’s Name property into the CreatedBy property of a new object. Likewise, it’s possible to copy the engineer’s Region and District into the Region and District properties of a new object – saving the user from having to set properties manually.
Automates data entry, reducing errors and improving consistency and accuracy of system information.
Increase Customer Engagement with Improved Communication
Delivering professional, configurable reports and populating data into standard reports is critical for many businesses. The Completion Report PDF automatically generates and sends completion reports via email without any user involvement.
The accelerator provides a template for the system to determine the field information and placement for the generation of a pdf report. It also allows for the inclusion of standard Click fields as well as a signature field. The system can also convert the Click signature format into an industry standard format to be used by the report.
Provides an opportunity to engage with customers, providing them with real-time, personalized reports relating to completed work.
Easy Signature Capture in ClickMobile Touch
Whether your company requires a customer signature to confirm completion of work or field technicians to sign that inspection procedures have been followed, capturing signatures has never been simpler.
Attachment Signatures allows the capturing of signatures when adding an attachment in ClickMobile Touch ensuring accurate tracking of business process compliance, ensuring that Service Level Agreements are met.
Provides visual proof of job completion.
Organize and Prioritize Work Orders Effectively
Avoid inefficiencies associated with working on multiple work orders concurrently with Custom Assignment Sort.
Customer Assignment Sort provides the ability to sort a list of assignments in the Schedule view based on their status. Users can view their assignments based on their level of completion and the tool organizes their work accordingly.
Reduces inefficiencies by organizing your technicians’ work based on completion status.
Improve Accuracy with Active Assignment Verification
Click Mobile users marking multiple assignments as active can wreak havoc on your field management solution, causing confusion for dispatchers, generating false reporting data as well as premature notifications to customers.
The Active Assignment Verification Accelerator provides the functionality to restrict Click Mobile users to only one open active assignment and reverts the previous active job to inactive as soon as a new job becomes active. When using Active Assignment Verification, the states considered to be active are defined by the user.
Improves visibility and control by generating more accurate and reliable schedule information and job metrics.
Increase Visibility of Captured Signatures Across Your Organization
Reduce “order to cash” or “service to cash” and time spent on assignments by allowing back office personnel the ability to visually confirm that a signature has been captured.
Signature Display allows ClickWorkspace users to verify that a customer signature has been obtained while a field worker is onsite. When a signature is obtained at the customer’s location, Signature Display imports and a displays the information on Task Form within ClickSchedule, or any other form within the ClickWorkspace. This feature can help call center personnel with customer call-ins concerning work performed.
Provides quick and easy confirmation of customer approval.
Keep Your Organization’s Lone Workers Safe
Where technicians work alone, organizations must consider the hazards specific to their workplaces and develop and adopt effective health and safety procedures and policies that address these risks. The Working Alone Timer is a safety feature which can alert the back office of situations where a technician needs assistance but is unable to request it due to injury, no access to mobile device etc.
When a field worker needs to perform a high-risk task on their own, the Working Along Timer provides the safety of a dispatcher on alert. ClickMobile users can notify dispatch that they will be engaging in a high-risk activity for a specified amount of time. The Working Alone Timer:
Ensure your lone workers’ safety by providing a dispatcher on alert.
Status Change Made Simple with the Click of a Button.
Reduce the time wasted by technicians selecting information from a drop-down list.
Status Change Buttons simplify and speed up the process of changing work order status for technicians with the simple touch of a button. Users are quickly to update their assignment status without having to open form. With one simple click form the main user interface, their status can be easily updated. Status Change Buttons also allows the ability for configuration to multiple buttons.
Faster and easier status selection for your technicians.
Efficient Work Order Organization
Are your technicians able to easily prioritize their work order effectively and follow special procedures for specific work orders?
Special Attention enables technician’s to easily see specific work orders that are high priority, VIP customers, specific work types, call ahead requests or any other attribute that your organization needs to highlight.
Special Attention displays an icon on the technician’s list of assignments in ClickMobile Touch. If an assignment requires a special attention, the representative icon will be displayed on the assignment list. Special attention values and their associated icons are configurable and more than one icon can be displayed.
Ensures consistent procedures are followed to address special work order cases.
Keep Your Workers Safe
Ensuring on-the-job safety for field workers is an integral part of an organisation’s daily routine. For technicians that find themselves in potentially dangerous situations or are injured on the job, providing immediate assistance is critical.
Panic Alert notifies your dispatch centre that immediate assistance is required due to an emergency. Let your ClickMobile user stay constantly updated using the app’s connectivity in case alternative methods of assistance need to be provided. When the emergency message has been received by ClickSchedule:
Ensures your safety of workers by providing emergency assistance at the touch of a button.
Avoid Technical Glitches and Keep Your Field Workers on Track
When systems aren’t functioning correctly or changes are being made (especially during testing) mobile users can experience unnecessary delays and frustrations.
Latest Version Check gives ClickMobile Classic and Touch Users the ability to identify if they’re running the latest version of their local environment and ClickMobile client. Latest Version Check identifies if a a user:
Ensures a smooth user experience and addresses issues before they become problems.
Improve the Accuracy of your Organization’s Data
Access to accurate data is one of the most important aspects of any business. The task of maintaining the highest data accuracy is critical to making informed business decisions. Using field descriptions and data formats can reduce system training time and ensure data is correctly the first time.
Tool Tips used in ClickMobile Touch fields can be used to provide helpful information about the format of a field and what data should be entered into a specific field. Tool tips are activated when a user hovers the cursor over the field label, or in the case of touch screen devices, a tap on the field label.
Eliminates user error with accurate and relevant data capture.
Delivers File Attachment Capabilities for Microsoft Windows Users
Technicians using ClickMobile Touch on a laptop using Microsoft Internet Explorer 11 are not able to use the existing ClickSoftware File Attachment app.
The IE11 File Attachment from Diabsolut enables seamless file attachment capabilities for IE11 users, with any of standard electronic formats including: PDF, JPEG and IMG.
Seamless file attachment for IE11 users.