Evosus Mobile Service Setup Guide

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Evosus Mobile Service Setup Guide

Welcome to the Evosus Mobile Service Setup Guide.  If you are an end user of the mobile device or a service manager in charge of service technicians in the field, this document will provide valuable information on the setup and implementation of Evosus Mobile Service.  The successful launch of Evosus Mobile Service will require the following:

Hardware - You will need an Android device for each Tech that will be using Evosus Mobile Service to perform their daily Service and Delivery tasks.

Phone Setup - The most recent version of the Evosus Mobile Service app needs to be installed on each device.  The app is free and can be found on the Android Marketplace. Please refer to the Setup guide for more information.

Evosus Setup - Before you begin using Evosus Mobile Service, it's important that the necessary setup tasks have been completed in the Evosus software including Site Profile Setup and Mobile Service/Delivery Prompts.

Please read the guide thoroughly before launching Evosus Mobile Service and feel free to contact Support at any time if you have questions about the setup.

Step 1 – Phone Setup

Contact Evosus Support and complete your subscription and initial setup with our office. If you have any questions please feel free to contact Support at any time by phone or email:

 

Evosus Support

Email: support@evosus.com

Phone: 866.235.5103 x105

 

Download Evosus Mobile Service from the Android market place.  From your Android device, go to the Android Market.

Once in the Android Market, search “Evosus.”  Follow the onscreen instructions and download the application.

To complete the device setup, go to the applications list on your Android device and find the Evosus Mobile Service icon.  Launch the program by touching the icon.

 

1.Select Menu>Setup.

2.Enter the serial-number provided to you by Evosus Support.

Note:  the serial number may also be found by logging into Evosus and going to Help> Company Serial Number.

3.Enter your Evosus login username. This is the same username you use to log in to Evosus Business Management Software.

4.Enter your Evosus password.  This is the same Password you use to log in to Evosus Business Management Software.

5.Enter the PIN number ‘1234’ and touch the “Save” button.

Congratulations! You are done with the initial phone setup.

Step 2 - Site Profile Setup

The setup for Site Profiles must be set up before using Evosus Mobile Service.

A Site Profile in Evosus represents a tangible feature at a customer’s location.  Examples of a site profile include Pool, Spa, Water Feature, Stove or Fireplace.

The purpose of recording a site profile is to track equipment and/or site details, including specific readings per service visit.

Add New Site Profile

1.In Evosus BMS, go to Administration>Mobile>General Setup>Site Profile Setup.

2.Click Add.

3.Enter a Site Profile Name, such as Pool or Stove.

4.Click OK to save.

NOTE:  You may also copy an existing site profile if some exist.  If you are creating multiple, but similar, site profiles, then use this feature to default setup across all the site profiles.  You can then edit each profile as needed.

Setup Site Profile Attributes

Site Profile Attributes are characteristics of the Site Profile that are static or do not change, such as the volume of a pool. Once the Attributes are defined, you can create lists of default values to use when setting the attributes.

For example, a Site Attribute might be Pool Type and the default values could be Gunite, Vinyl Liner, Fiberglass and Aboveground.  Users can select from the default value list when entering Site Profiles for each customer.

 

1.Go to the Profile Attributes menu of the Site Profile setup.

2.Right click in the white grid beneath the Site Attributes section and click Add (Fig. 1).

3.Enter the name(s) or titles of the attributes you want to make available to the user when adding a site profile.  Remember that Attribute Names are static and cannot be updated when you are within a customer’s site profile (Fig. 2).

 

SetupGuideSiteProfileAttributes

Figure 1 – Add Site Profile Attributes

 

SetupGuideAddProfileAttributes

         Figure 2 – Enter Site Profile Attribute Names

 

Add Site Profile Attribute Default Values

Once the Attribute Names have been entered, you can optionally create default values for each Attribute.  As mentioned earlier, an attribute might be Pool Type and the default values could be Gunite, Vinyl Liner and Fiberglass.

1.Highlight a Site Profile Attribute on the left hand side of the screen.

2.Right click in the white grid below Site Attributes Default Values and click Add. Make sure the correct Site Attribute Name appears above this section (Fig. 3).

3.There are two options for entering data: Force Number Entry or Allow Text Entry (Fig. 4).

Force Number Entry:

oSelect “Force Number Entry” if the Default Values should be a range of values. You must enter a Low (Minimum), High (Maximum), Default value and an Increment By value.

oThe Increment By value is the default increment by which the range will increase from the default value.  For example, if my site Profile Attribute is Volume I might enter “0” for the Low, “50,000” for the High,

o“15,000” for the default, and “1,000” for the Increment By.  When setting up the customer’s site profile, the user can right click in the Volume value field and select the Volume value from a list that increments by 1,000 starting at 0 gallons up to 50,000 gallons.

Allow Text Entry:

oSelect “Allow Text Entry” if the Default Values should be text rather than numerical entries.

oExamples of default text values could include pool surface type or fuel type.  For instance, Pool Surface value options could include Gunite, Vinyl Liner, Fiberglass and Pebble.

oFuel Type options could include Pellet, Wood and Gas.  You may enter as many text values as necessary.

 

SetupGuideAddSiteAttributes

Figure 3 –Add Site Attribute Default Values

SetupGuideSiteAttributeDefault

Figure 4 –Site Attribute Default Value Names

 

Setup Site Profile Per Visit Attributes

Per Visit Attributes are elements of the Site Profile that may change each time a tech performs a service and are often measurable values, such as chemical readings or equipment condition.  Each Per Visit Attribute has a measurement

and adjustment per visit.  The measurement would be the value before service and the adjustment could be the actual adjustment value OR what value you adjusted to.

The first step is to create the Per Visit Attributes and then you’ll enter the Measurement and Adjustment values for each Attribute.

1.Go to the Per Visit Attributes menu of the Site Profile setup.

2.Right click in the white grid beneath the Visit Attributes section and click Add (Fig. 5).  

3.Enter the name(s) or titles of the Per Visit Attributes you want techs to record while onsite.  Remember that Per Visit Attribute Names are static and cannot be updated from the customer profile or Evosus Mobile Service (Fig. 6).

NOTE:  Per Visit Attribute Names should be limited to no more than 10 characters as there are character limitations in the Mobile Service app.

SetupGuideAddPerVisitAttributes

Figure 5 – Add Per Visit Attributes

 

SetupGuidePerVisitAttributeNames

Figure 6 – Per Visit Attribute Names

 

Add Per Visit Measurement and Adjustment Defaults

Each Per Visit Attribute has a measurement and adjustment per visit.  The measurement would be the value before service and the adjustment could be the actual adjustment value OR what value you adjusted to. For example, if the attribute is Temperature, the tech would enter the measurement as the temperature of the pool when they arrived, such as 82 degrees.  The adjustment could be one of the following:

The number of degrees they decreased or increased the pool temperature at time of service, such as -2 degrees.

The temperature when the service tech left the site, such as 82 degrees.  In other words, what the temperature was adjusted to rather than the number of degrees by which it was adjusted.

When entering Measurement and Adjustment Defaults, there are two options for entering data: Force Number Entry or Allow Text Entry (Fig. 4).

a.Force Number Entry:

Select “Force Number Entry” if the Default Values should be a range of values. You must enter a Low (Minimum), High (Maximum), Default value and an Increment By value.

The Increment By value is the default increment by which the range will increase from the default value.  For example, if the Visit Attribute is Chlorine, the Low (Minimum) value would be 0.0, the High (Maximum) value could be 15.0, the Default value could be 2.5 and the Increment By value could be 0.1.  When entering data into the Chlorine field, techs will see a list of values that increment by 0.1, starting at 0 PPM up to 15 PPM.

b.Allow Text Entry:

Select “Allow Text Entry” if the Default Values should be text rather than numerical entries.

Examples of default text values could include equipment condition, such as OK, Bad, Repair and Replace.  Text values should be abbreviated to no more than 10 characters as there are character limitations in the Mobile Service app.

The first step is to enter measurement values for each Per Visit Attribute and then enter adjustment values.

1.On the Per Visit Attributes menu of the Site Profile setup, highlight a Per Visit Attribute on the left hand side of the screen.

2.Right click in the white grid beneath the Measurement Defaults section and click Add (Fig. 7).  

3.Select either Force Number Entry or Allow Text Entry and key in the appropriate Measurement values (Fig. 8).

SetupGuideAddMeasDefaultValues

 Figure 7 – Add Measurement Default Values

SetupGuideVisitMeasDefaultValues

Figure 8 – Visit Measurement Default Values

Now we can enter the adjustment values for each Per Visit Attribute.  Determine how you want adjustment values to work - either reflect the actual adjustment value OR the value that was adjusted to.  You should keep the method consistent for all adjustment values.  

1.On the Per Visit Attributes menu of the Site Profile setup, highlight a Per Visit Attribute on the left hand side of the screen.

2.Right click in the white grid beneath the Adjustment Defaults section and click Add (Fig. 9).  

3.Select either Force Number Entry or Allow Text Entry and key in the appropriate Adjustment values (Fig 10).

SetupGuideAddAdjDefaultValues

Figure 9 – Add Adjustment Default Values

SetupGuideVisitAdjDefaultValues

Figure 10 – Visit Adjustment Default Values

 

 

Setup Site Profile Legend

Next, you can set up a Legend per Site Profile.  The Legend is a text field to define abbreviations that you have used on Site Profiles Visit (Fig. 11).  The legend will print on customer documents so that the customer can refer to it when reading their Per Visit information.  The legend is Quick Text enabled.

SetupGuideSiteProfileLegend

Figure 11 – Site Profile Legend Setup

 

Step 3 - Mobile Service/Delivery Prompts

Mobile Service/Delivery Prompts are meant to be used as a checklist for the tech to use when performing a service repair.  Mobile Service/Delivery Prompts can be setup for specific types of service, deliveries, repairs or equipment type, but this is up to you and how you want the prompts to work.  Examples could include Spa Delivery, Heater Repair or Stove Install.  You then create specific prompts, or questions, that techs must fill out when completing the selected type of work.

Mobile Service Prompts do not print on the customer's invoice nor do they appear in Mobile Notes or in the Site Visits screen in the Customer Profile.  Mobile Service Prompts will display in the Customer Notes section of the Customer profile.

The first setup step is to create each Mobile Service/Delivery Prompt type, then we’ll create the Measurement and Adjustment values similar to Profile and Per Visit Attributes in Site Profiles.

Add New Mobile Prompt Type

1.In Evosus BMS, go to Administration>Mobile>General Setup>Mobile Service/Delivery Prompts.

2.Click Add.

3.Enter a Mobile Prompt Name, such as Stove Delivery or Heater Repair.  

4.Click OK to save.

NOTE:  You may also copy an existing Mobile Service/Delivery Prompt if some exist.  If you are creating multiple, but similar, prompts, then use this feature to default setup across all the Mobile Service/Delivery Prompts.  You can then edit each type as needed.

Setup Mobile Service/Delivery Prompts

Mobile Service Prompts are information you want to collect when performing a service or delivery call, such as chemical readings or equipment condition.  Each Mobile Service Prompt has a Measurement and Adjustment per visit.  The Measurement would be the value before service and the Adjustment could be the actual adjustment value OR what value you adjusted to.

The first step is to create the Mobile Service Prompts and then you’ll enter the Measurement and Adjustment values for each Prompt.

1.Go to the Prompts menu of the Mobile Service Prompts Profile setup.

2.Right click in the white grid beneath the Prompts section and click Add (Fig. 12).  

3.Enter the name(s) or titles of the Mobile Prompts you want techs to record while onsite.

NOTE:  Mobile Prompt Names should be limited to no more than 10 characters as there are character limitations in the Mobile Service app.

SetupGuideAddMobilePrompts

Figure 12 – Add Mobile Prompts

 

SetupGuideEnterMobilePromptNames

Figure 13 – Enter Mobile Prompt Names

 

Add Mobile Prompts Measurement and Adjustment Defaults

Similar to Per Visit Attributes discussed above, each Mobile Service Prompt has a Measurement and Adjustment value per visit.

The first step in Service Prompt Setup is to enter measurement values for each Mobile Prompt and then enter adjustment values.

1.On the Prompts menu of the Mobile Service/Delivery Prompts setup, highlight a Prompt on the left hand side of the screen.

2.Right click in the white grid beneath the Measurement Defaults section and click Add (Fig. 14).  

3.Select either Force Number Entry or Allow Text Entry and key in the appropriate Measurement values (Fig. 15).

4.On the Prompts menu of the Mobile Service/Delivery setup, highlight a Prompt on the left hand side of the screen.

5.Right click in the white grid beneath the Adjustment Defaults section and click Add (Fig. 16).  

6.Select either Force Number Entry or Allow Text Entry and key in the appropriate Adjustment values (Fig 15).

SetupGuideAddMobilePromptMeas

 Figure 14 – Add Mobile Prompt Measurements

setupguidevisitmeasdefaultvalues

 Figure 15 – Mobile Prompt Measurement Default Values

setupguideaddadjdefaultvalues

 Figure 16 – Add Mobile Prompt Adjustments

Step 4 - (optional) Create a Mobile Data Conflict Order Queue

Use the Order Queue Add screen (Administration > Sales > Order Queues > Add Order Queue) to create a Mobile Data Conflict Order Queue.

When an item is added to an order using Evosus Mobile Service and the Item Code/UPC does not match any items in your database, the order is automatically added to the Mobile Data Conflict Order Queue.  The offending item will be added to the Internal Notes tab of the order and will include the Employee, Customer, Item Code/UPC and Quantity.

See Add Order Queue for detailed information about creating an order queue.