Mobile Field Sales
Sales Orders and Quoting
- Hierarchical graphical product lookups and catalogues.
- Create new customers or prospects, or update existing customer details.
- Create new CRM sales opportunities. Add notes and assign follow up actions.
- Create new sales orders and quotes.
- Receive customer deposits to sales orders.
- Generate an instant invoice and receive payment.
- Maps – integrates with Google maps for directions from your current position.
- SMS – two way text messaging to other staff.
- Phone – phone the customer from the app.
Business Process Checklists
- Business Process checklists can be used to ensure that employees follow a disciplined and consistent process.
- Checklists – mandatory or optional checklists and data capture. A checklist is a pre-defined list of questions or pointers to guide a user and ensure that employees follow a disciplined and consistent process.
Process Management
- Update user defined colour coded Tracking Codes against records to update the business process status.
- Forwarding – allows an employee to forward a partially completed Datasheet to another user, eg to a Supervisor for approval.
- GPS Tracking – GPS coordinates and time stamps for On & Off site. Plot the location of employees on a Google map within Ostendo.
Data Capture
- Barcoding – that works on devices with an inbuilt barcode scanner or with external bluetooth barcode scanner to scan asset numbers.
- Scan On – a feature that allows the user to simply scan a barcode to initiate the creation of a Datasheet. This is especially useful if the user primarily only deals in one type of transaction.Can read all barcode types including QR Codes.
- Photos – integrates with device camera to take photos or link to existing images on the device.
- Sketches – Draw on photos to highlight points of note, or draw freeform sketches.
- Typed Notes – add internal or external notes which can update specific note fields in Ostendo Operations. View past history notes against sales orders or customers.
- Audio Recording – use voice recordings instead of typing notes, or record noises for service purposes.
- Signatures – capture multiple signatures with mandatory or optional setting. Options to prevent changes to data sheets after customer signature.
- Email & Print – email and/or print details to the customer or the office.
Business Intelligence
- View previous job notes.
- User-defined Inquiries which can have a combination of a chart, scorecard (multiple KPIs), and a listing report style.
- The output within Freeway can be sent to a PDF file and emailed.
- A snapshot can be taken of a portion of the inquiry display and annotated with an audio note. This is much faster than typing an email.
- Scorecard KPIs or statistics can be defined, with highlighted conditional values.
- Restriction counts in the data can be defined, eg top 10 customers.
Setup and Security
- Styles - user-defined solutions using any combination of objects.
- Security – define the employees who use the Ostendo Freeway app and what they can do.
- Branding- user-defined background and button styles. Options include branding and logo in the background and user-defined buttons.