Connection Between MobileTech and Service Management

Wondering exactly how MobileTech and Service Management work together? In this class, you’ll learn the basics of where data can be found within Service Management and MobileTech, and how field-based activities affect both modules. We’ll also review shared details, notes and attachments, and show you how to complete an appointment.

Format: Breakout Level: 100 Track: OPS

Managing Your Existing Mobile Solution

If you’re a MobileTech user, you’ve already seen the amazing benefits you can achieve through using Key2Act’s mobility solution. In this class, you’ll learn how to get even more out of MobileTech! We’ll share best practices, talk about troubleshooting and take a look at tools for managing both the MobileTech application and your mobile devices.

Format: Breakout Level: 200 Track: OPS/SYS ADMIN

Mapping Locations and Routing with MobileTech and Schedule

The Schedule module gives dispatchers insight into service call locations, and with a GPS integration to MobileTech, can easily help find the closest technician and get them routed to the customer location quickly. MobileTech also takes advantage of the geolocation details of the customer location and can route the techs to their work using Google Maps. Reducing technician drive time is a great source of savings for service businesses.

Format: Breakout Level: 300 Track: OPS

MobileTech Admin Options

MobileTech was designed to give administrators great flexibility in setting up the application to best suit the needs of their individual companies. This session will offer a detailed review of the settings and options available in the MobileTech Admin console and help you understand how they can be used to tailor your process flows to fit your company’s needs.

Format: Breakout Level: 300 Track: OPS

MobileTech Solution Overview

Prior to today’s integrated and mobile field service systems, technicians in the field worked isolated from the home office. Today’s session will show how MobileTech enables technicians to track their appointments; quickly view data on customers and equipment; and easily complete the appointment and then process the invoice/payment in the field. All these functions are accessible from anywhere and on any device.

Format: Solution Overview Level: 100 Track: OPS

Woodford, Advanced

For users already comfortable with Woodford, this session will offer a deeper dive into functionalities provided by this useful tool. You’ll learn about field permissions, how to create new views, and how to use filters, iframes, geocoding and auditing, among other features. We’ll also show you how to use form rules and how to add offline HTML files.

Format: Hands-On Training, 90 min. Level: 300 Track: SYS ADMIN