Cornerstone Mobile Connect

Cornerstone Mobile Connect: Making Life Easy for Field Technicians A phone-based web app built specifically for field technicians. It’s designed so technicians can quickly access and complete their daily tasks and manage jobs/events from start to finish. Cornerstone Mobile Connect is integrated with Cornerstone’s powerful cloud-based customer management software. Go paperless and help your team be more productive with in-field access. The app will provide real-time job updates, keeping administrators in the office aware of current job statuses! Your technicians will love how easy it is to use their iPhone/iPad to manage their workflow, and that all data syncs back instantly to Cornerstone’s software. Features Overview CALENDAR & EVENT MANAGEMENT - View appointments and tickets in a list, day, week, and month view - Manage service performed, inventory added, dispatch status, and get customer signature - Track time for each appointment and ticket, and for each day - Track inventory by truck or technician location - Filter appointments on town, service code, ticket type, technician, date, and status - Quickly review unassigned or unscheduled events, and assign yourself or another tech to them TAKE PAYMENT & SIGNATURES - Create invoices and process payments on the spot - Process credit card or ACH payments using our PCI-compliant site, Alarmpayments.com - Payment processing links directly to invoices and accounts for easy payment posting - Obtain customer signatures on the spot TIMECARDS - Our innovative structure allows tracking of both job activity and daily tech time worked - Track time related to sick days, vacation, jobs, or non-job-related events - Track billable or non-billable hours, and standard, overtime, and/or travel rates DASHBOARD - View your daily schedule and quickly clock out of any open timecards - Easily clock in and out of your daily timecard CUSTOMER ACCOUNT MANAGEMENT - View customer data and documents related to contracts and proposals/quotes - Get to locations quickly, using address mapping - Use the app to either text or call the customer to give them status updates (e.g. running late) - Quickly add critical notes related to an appointment, so your office team can follow up - View customer zones, equipment list, and service history QUOTES - Email quotes to customers - Accept quotes to create a ticket for scheduling or invoice customer for payment - Add new inventory items or edit existing parts