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MOBILE WORKFORCE MANAGEMENT
Managing a workforce with all of its extensive requirements is a unique challenge. We effectively address the issues to help you effectively manage personnel for any mobile service industry segment. From work order entry, to invoicing and payroll, we have it covered.
- Say goodbye to multiple spreadsheets, boxes and paper forms. You’ll be able to enter work orders into PenguinData’s interface quickly and efficiently and they’ll be searchable when you need them.
- Automate your entire invoicing and payroll process, including deductions. Easily create and reconcile invoices as well as create Pay sheets.
- Track key employee info, including driver’s license expiration dates, insurance coverage, background checks and more. Helpful alerts make sure you stay in front of issues like lapsed insurance or invalid licensing.
- Review your weekly financials whenever you’d like. Displayed in real-time, metrics like your top grossing techs or revenue per tech become a more meaningful indicator of how well your company is performing … and they give you the ability to become more proactive than reactive.
FLEET & FIXED ASSET TRACKING
Your fleet, equipment and fixed assets are the lifeblood of your business. Asset tracking systems help you keep tabs on your inventory – from fixed assets like the vehicles that make up your fleet to meters, tools and other equipment.
- Track parts and costs.
- Automate your entire invoicing and payroll process, including deductions. Easily create and reconcile invoices as well as create paysheets.
- Assign and track tools or assets to technicians or vehicles.
- Assign vehicles to technicians and generate a fleet roster.
- Maintain the quality of your fleet by tracking maintenance, mileage, depreciation costs and more on each vehicle.
- Separate alerts help you stay current on maintenance like oil changes and stay ahead of potential issues like expiring tabs.
FIELD SERVICE DISPATCH
Command your call center and easily manage from one location. Streamline your operations and improve customer service with technician routing and job tracking. The Virtual Whiteboard integrates GPS & Google Maps.
- Track every job to improve service levels. A built-in alert system notifies dispatch when a job is in jeopardy so they can assign resources appropriately. When married with our Virtual Whiteboard – which has complete GPS and Google Map integration and allows your dispatchers to see where technicians are at any given moment, jobs can be routed fluidly from one technician to the next throughout the day to avoid missed timeframes.
- Streamline operations and reduce truck rolls by routing technicians efficiently from a central location.
- Close out jobs on the fly upon completing, sending billing codes to payroll and invoicing.
EQUIPMENT TRACKING & WAREHOUSE MANAGEMENT
Keep accurate inventory for tools, parts/materials & equipment in your warehouse. Lost inventory and back charges are problems of the past. Superior accountability for every job which results in measurable savings.
- Effortlessly track every part or piece of equipment, including CPE, cable, fittings and more, right down to the tech or job.
- Transfer equipment between techs and reconcile your inventory in minutes.
- Maintain superior accountability on every job.
- Receive alerts to inform you of aging, inventory levels and quantities in stock.
- Technicians fill out parts orders electronically, or pre-set thresholds for auto-ordering truck stock.
- Complete parts usage and cost recorded to each job.
- Create your own bar code system within PenguinData for any tools or assets.
- Reporting function boosts accuracy
- Historical reports
- Reconciliation reports
- Issue & Return reports
- Unlimited reporting capabilities
- Mobile Interface
MOBILE FIELD SALES
Manage door-to-door field sales campaigns. All aspects of tracking sales routes are covered, including route management, dispatch and much more. View all pending sales established in the field, create real-time reports such as pending installs, pre-call summary, sales route summary and more.
- Close Routes
- Commit Sales to Workforce
- Manage Routes
- Sales Virtual Whiteboard (dispatching aspect)
- Address history and many other features
ESCALATIONS & DAMAGE TRACKING
Don’t let prolonged response times to escalations and damages ruin your reputation or your bottom line.
- Track the progress of all escalations and damages in one location while assigning a tracking number and urgency level to each to ensure swift resolution. The system even notifies supervisors when action is needed.
- Upload relevant data to the system, including pictures of damage for documentation purposes.
- Improve your average closing time by monitoring the system’s built-in reporting features.
QUALITY ASSURANCE/QUALITY CONTROL
Setting quality control standards for contractors and mobile workforces is made easy with PenguinData’s Quality Control module. Get instant quality control feedback on performance issues, trends and conduct random job sampling to ensure your services meet specific requirements.
- Set a percentage of completed jobs to be randomly sampled.
- Get instant feedback on the status of any QC job, including access to any uploaded photos.
- Trend performance issues by monitoring pass/fail ratios and technician averages.
- Assign back-charges for jobs that do not pass QC. Send the back-charges for automatic invoicing.
CONSTRUCTION PROJECT MANAGEMENT
Any large-scale construction project can quickly become derailed by failing to manage labor and material costs. Our web-based construction project management solution features tools to assign projects, track equipment, materials, labor hours and much more.
- Easily and efficiently assign crews to tasks on large scale jobs that have multiple Phases with the ability to track materials and labor on each phase.
- Our live WIP reports allows our users to make vital decisions for their company by having the confidence of knowing the status of each job.
- Track job status, when crews are on-site, and work completion with the Projects Interactive Kanban Board.
- Our Imbedded BI tool allows automation and real time visibility, allowing your company to evolve from paper invoicing and manual scheduling to a smooth, digital operation.
- Ability to capture updated as-builts, prints, and designs from the Mobile Interface and store them directly within the Projects Module.
- Mobility – Real-time communication between your field workers and your office staff, associate time spent on each task/project, know when your crews are on-site with GPS tracking, order and consume materials on projects and provide office with detailed information by using our dynamic form builder.
- Built in alerting system automatically notifies the appropriate personnel of job statuses, completed work, PO status, and more, giving the user confidence that each project is on track.
MDU/CONSTRUCTION BURY MANAGEMENT
MDU/Construction Bury Management provides a detailed tracking of all bury jobs from locates to completion.
- Efficiently route your workforce by routing directly from google maps where your job locations are displayed.
- Track all site surveys and underground locating tickets. Get alerts when locates are about to expire; our Google Map integration takes it a step further to make applying for locates even easier.
- Track all your bury, bore and splice work easily through one interface.
- Upload job data when provided electronically, saving you the time of manually entering it.
- Automate your payroll processing.
- Ensure projects remain on track with regular reporting on completion percentages, quality and more.
EMPLOYEE/CONTRACTOR MANAGEMENT PORTAL
Increase the efficiency of your workforce! Personnel have the ability to be proactive in keeping track of their performance in the field and on the time clock. Features include scheduling, payroll, time sheets, and status changes.
Full Tech Summary
Time Sheet Review
Status Change Form
Send company memos to all personnel or to one individual
Send scheduling with required acknowledgment
Full view of all CPE equipment issued to each technician
Go as paperless as you want to. All key functions can be performed in the field across PenguinData’s integrated platform of modules. Personnel have the ability to clock in & out of the field, so you can actively track overtime exposure in real time.
The ability to have 100% real-time view of all aspects in the field, as they happen, while being paperless, is truly one of the great advantages your company will experience once you integrate PenguinData Workforce Management.
- Audit Entry
- Tap Project Entry
- CPE List
- A Vehicle Inspection
- Safety Inspection
- QC/QA Entry
- Sales Routes
- Work Order Entry
- Employee Portal