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Jonas eMobile

2013 Jonas Customer Conference

Presenter – Ashley Pagliaro, Client Relations Co-Ordinator

Detailed AgendaeMobile Set up – Admin log-in System profile Company profiles Technician profiles Technician set upTech log-in Work orders – assigned from Jonas Work order information Change status of work order Add problem, tech notes, work performed, recommendations

using common phrases Spare fields available – from Jonas Add Labor, Material/Parts, Flat Rate, Equipment Charges,

Service Items and Other Charges

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Jonas eMobileSystem Requirements: SQL 2008 R2 Standard Edition Data Mart Installed Dispatch Scheduler Installed Jonas Version 12.3 Web Browser testing Devices purchased (any device is compatible)

Differences Between Old Mobile and eMobile: Device agnostic Access over the web Customize each technician with different access Client account balance accessible to tech LOGO capability for summary W/O sheets

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Jonas eMobile

Set up for Sending W/o Tickets from Dispatch Scheduler to eMobile

1. In eMobile ADMIN area under Technician Setup Tab ensure that the correct techs are marked as ACTIVE

2. In the Dispatch Scheduler ensure that you the W/O status indicates it is OPEN Send (Mobile) or something similar so that you can track that by status.

3. In the Dispatch Scheduler right click on a w/o appt ticket and select "Send To Mobile device" option.

4. In the Dispatch Scheduler the W/O Appt will have a new icon on it that looks like a device which indicates that it's a Mobile W/O appt that has been sent to the Mobile device for that tech

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Jonas eMobile

Admin Login Tech Login

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Jonas eMobileSystem Profile Set Up

Jonas eMobile

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Company Profile Set Up

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Jonas eMobile

Technician Profile Set Up

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Jonas eMobileCreate New Profile

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Jonas eMobileTechnician Setup

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Jonas eMobile

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Jonas eMobile

TECH LOG IN

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Jonas eMobileViewing work orders created by Jonas and sent to eMobile

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Jonas eMobileOpen Work Order

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Jonas eMobileInfo Screen Menu

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Transform Your Sales & Service OperationSpare Fields Menu

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Jonas eMobileDetails Screen Menu

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Jonas eMobileEntering Labor

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Jonas eMobileAdd Material/Parts- Inventory and Non Inventory Items

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Jonas eMobile

Add Flat Rate Details to Work Order

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Jonas eMobileAdd Equipment Charges to Work Order

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Jonas eMobileAdd Service Item Details to Work Order

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Jonas eMobileAdd Other Costs to the Work Order

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Jonas eMobile

Add New Parts details to Work Order

Parts Purchased option: (enter Part Description and Quantity and then click ADD)

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Jonas eMobile

TRUCK STOCK option: (enter Truck Stock Description and Quantity and then click ADD

SUB TRADE and OTHER CHARGES option: (this is a memo field that the tech can type In misc info Sub Trades or a Misc Charge)

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Jonas eMobile

Creating a brand new work order from eMobile

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Jonas eMobile

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Jonas eMobileCreate a New Quote

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Jonas eMobileHistory – Customer and Service Item

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Jonas eMobileHistory View

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Jonas eMobile

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Jonas eMobile

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Jonas eMobile

Synchronization – needed once work orders are complete

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Jonas eMobileManaged List

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Jonas eMobile

Lists available within the Managed list – see next three images

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Jonas eMobile

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Jonas eMobile

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Thank you for Attending!!Presenter – Ashley PagliaroAshley.Pagliaro@jonassoftware.com

Client Relations Co-ordinator2013 Customer Conference