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
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
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