Synchroteam 3.4 available September 20th

Synchroteam 3.4 will be available starting September 20th for all users. This new version contains many new features and improvements. No action is required on your part to enjoy this new version, it will be deployed automatically.

Scheduling: New week view and adjustments to existing views

Weekly Schedule Presented in an "Outlook" Style

Weekly Schedule Presented in an “Outlook” Style

 

Schedule presented in a "Gantt" Style mode

Schedule Presented with a “Gantt” Style Mode

 

 Schedule Search: New search filters by technician name and/or skilled trade

Search Technician by name or skill

Filter Technicians by name or skill

ScheduleAssist: Return travel time is now displayed and taken into account

Schedule  Optimization with travel time

Schedule Optimization with Travel Time

General Search: Added invoices / quotations to the search results and cleaned up the display

General Search Engine

General Search Engine

Attachments: New attachments management module – associate attachments with jobs and/or customers

Attachment manager

Attachment manager

Reporting : Improved response times and added the job status data field (scheduled, started, late, etc.)

User define Dashboard

User-defined Reports Dashboard

Connectors : Two new connectors have been added to integrate Synchroteam with partner solutions. Solustop to display travel times recorded by in vehicle GPS recorders in the schedule view. Altair CMMS to add a full suite of computerized maintenance management features.

Solustop GPS & Altair CMMS connectors

Solustop GPS & Altair CMMS Connectors

Various : Many optimisations that continue to improve response time and reliability.

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Performance & Job Report Template improvement

Synchroteam v3.3.1 released on June 6th, 2014

General performance improvement: a new routine to speed up page load times has been implemented 

Job report template – duplication: 1-click copy button to duplicate Categories & Items including list of values (web interface)

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Skills, Recurrency and Fleet Management

Synchroteam v3.3 released on May 27th, 2014

Skills management – Tag: new interface to create / delete tags with filter to identify unused tags. Tag is an easy way to associate skills to Field Workers to match them to Job requirements

Recurrent Jobs: dates can now be inserted manually. Use recurrent Job definitions to automatically create Job instances at predetermined dates and times (until a chosen end date) for a specific customer, site or equipment

Custom Job Number: Job # can be now set manually your numbering scheme

Job Report: new “Signature” item and photo upload report items

Fleet management: new API + Solustop.com integration. Access location information and status for every vehicle in real time

Accounting: new Xero and Sage integrations. Export quotations & invoices to your Xero or Sage accounting solution

Job history: your Field Workers get access to Job history for a given customer

Issues: By popular demand a report new status has been created – Issues. This status can be set for any item of the Job Report from the mobile device (android only – iOS to come). If an issue has been created by the Field Worker, the Manager will immediately be alerted in the Back-office and will be able to perform a one click Job duplication and schedule to  solve this issue.

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New ScheduleAssist feature

Synchroteam’s new ScheduleAssist feature will suggest an optimal job time slot by taking into consideration:

  • Each technician’s set of skilled trades
  • The skilled trade(s) required for the job type
  • Your work schedule
  • Current technician availability
  • Optimise by earliest arrival time, or quickest travel

Define Skills for each technician

Opt1

Define Business Hours

Opt2

Earliest Schedule available

Opt3

Nearest Schedule available

Opt4

For more information, please visit our support site.

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Synchroteam v3: Important Announcement

First off we would like to wish you happiness and success for 2014.

And, to start the year on the right foot, we are happy to announce that version 3 of Synchroteam is now available. This new version offers an improved management interface optimized for a wide range of screen sizes, from tablets to large widescreen monitors. Moreover, we have added new features as we continue to strive to make job management as easy as possible for any industry, or any size team.

Synchroteam v.3 is the only solution on the market capable of optimizing and managing your field operations, by providing you with:

  • Clear reports with a precise view of travel times and work duration, be it for a single worker or an entire team;
  • An interactive schedule that instantly shows you job progress and resource allocation so that you can react accordingly;
  • A scheduling optimization wizard that helps you find the worker with the right skill set for the job, and takes physical location into account (earliest arrival or shortest travel distance); and,
  • A 360° notification system that enhances collaboration within your team. Every worker or manager is automatically notified in real time as soon as a job status changes: Created, Scheduled, Started, Paused, Completed, etc.

In order to try this new version and benefit from the new features, starting January 13th, modify your custom Synchroteam web domain by adding “/app” on the end, like this: http://yourdomain.synchroteam.com/app

As always, if you have any comments or questions, you can create a support ticket at http://support.synchroteam.com

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Synchroteam Integration Features – A Quick Look Guide

Full article on Yahoo! Small Business Advisor

Synchroteam is a top performer in the Field Service Management software (FSM) category. In our previous review of Synchroteam we looked at their main features and today we are diving into their recently introduced built-in integrations to connect with the most popular business apps.

Let´s see how it looks like and why it is an important move for companies using a FSM app.

From Managing a Field Service Workforce to a Complete Command Center

Synchroteam’s new features extend the app from scheduling and managing a field service workforce to being the central command center for any business offering on-site services: security, cleaning contractors, HVAC installation and repair, construction, pest control, transport maintenance, engineering, kitchen support…

Their portfolio of new integrations allows Synchroteam users to better manage project administration and customer relationships from their Field Service Management app.

Synchroteam manages a business’ mobile workforce: allocating staff time, monitoring quality service delivery, and providing technicians with the job details they need, direct to their mobile (including maps and traffic updates, specific job requirements and equipment details, and features to encourage before and after photos of work sites to be taken to track service outcomes).

Synchroteam’s new integration features (powered by CloudWork a service affiliated to GetApp) recognize that the management of a mobile workforce is the central operational spine for Field Service companies. These new integrations allow for better customer relationship management, and ensure customer job information is managed across a suite of business apps that may be in use, including cloud storage services. Read more

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Synchroteam Creates The Field Service Manager’s Command Center

PARIS, France. 30 May 2013 – Synchroteam – the top-rated cloud-based app for Field Service industries – has launched an app “ecosystem” that extend the power of Synchroteam with built-in integrations that connect with the most important Cloud business apps to become a central command center for business users.

Ranked number one in the “Field Service Management” category on GetApp.com (the world’s largest SaaS and cloud-based business app marketplace), Synchroteam’s new connectors – powered by CloudWork – enable companies to better manage the flow of information through their Field Service Management operations. Synchroteam is dedicated to helping customers to grow service revenue and to maintain a focus on providing high-quality and timely, on-site service responses while limiting the costs associated with managing a mobile, technical workforce.

New Synchroteam integrations allow for seamless transfer of customer information between a range of common cloud business apps including email campaign apps (Campaign Monitor and MailChimp), book-keeping apps (FreshBooks) and customer relationship management (CRM) tools (including Salesforce, SugarCRM, Highrise, capsule CRM and Zoho CRM). Integrations also help field services management businesses automate backup of site photos to Dropbox and Google Drive, and can integrate job delivery with Google Calendar, giving a time visualization of all works carried out.

“More and more of our customers are using several cloud-based apps to manage their field services management business. In particular, we have seen the explosion of CRM apps amongst our business users. Our integrations mean that the workflow for mobile workforce and job allocation managers doesn’t need to change, yet details of their customer engagement and details of job progress can now be integrated with the enterprise-wide CRM database,” said François Pichon, Director of Development at Synchroteam.

“Service companies can stay focused on providing an exemplary service to their customers, while automating the flow of information through their business operations. Customers can be added to email subscriber lists, contact information can be automatically added to invoicing systems, job completion photos can be automatically saved to a cloud backup service. All of these new integrations put the field services manager at the command center of their business operations, without adding to administrative resourcing requirements,” said Mr Pichon.

The new integration features provide Synchroteam with an initial catalog of 27 app integrations to choose from. Each one is modeled on an exact business case and allows users to simply click-and-connect to start integrating data, without any coding requirements or complexity.

The 27 integrations are available as part of the monthly services provided to Synchroteam subscribers.

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Synchroteam update available on May 14th 9pm GMT

List of new functionalities

  • Barcode integration (Mobile App)
  • Job description optional
  • Linking job type and priority
  • Job Creation in the Back-Office (Technician profile)
  • Blocking Customer/Site/Equipment creation
  • Job Creator ID
  • Job report: new numerical and conditional field
  • User Address
  • Meeting time

Functionalities in detail

Barcode integration (Mobile App)
A new Barcode icon is available in Photo section on the Mobile App. Technicians will be able to scan Barcodes using the camera. Both the barcode photo and barcode value will be captured and associated with the Job and displayed on the Back-office. They will also be available for Export using a Custom Export Template.

Job description optional
A switch will be added (on/off) to cancel mandatory description for Job creation (same function on Mobile)

Linking job type and priority
Default Job priority will be determined by Job type. It means we will add the possibility to define a default priority for a Job type in the detail view.

Job Creation in the Back-Office (Technician profile)
A technician will be able to create a Job on the Web Back-office interface (same workflow as on a mobile device). A field worker can create a job for himself, or in “to be scheduled” status.

Blocking Customer/Site/Equipment creation
A configuration option will be added to turn on/off customer/site/equipment creation on mobile and Back-Office.

Job Creator ID
We will record the job creator ID in our Database. The name of the person the created the job will be displayed in the job detail (Mobile and Back-office)

Job report: new numerical and conditional field
The numeric item type will be added to job report templates. If used as a Conditional item, you use comparision operators (equal to, greater than, less than, etc.).

User Address
We will add a geocoded address for each user. In the Map tab this address will be considered as the starting/ending location. We will add a “Distance” column in the “Technician Activity” report.

Meeting time
When creating a job, the user (technician or manager) should be able to specify a meeting time. We will add this information in the “job creation” view and in the “job detail” view. When scheduling a job the starting time will necessarily be the meeting time. This rule should be managed in the planning view and in the schedule “pop-up”.

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Synchroteam 2.0 will be available tonight at 10pm GMT

Release note January 17th, 2013

For Administrators:

Additions

  • New Customer view

  • Functionality to manage job appointment conflicts

  • Integration of Push technology to notify technicians equipped with an Android or iOS mobile device


  • Regional Settings Management: Date format, Time format, Numerical format and Currency

  • Customer portal: Provide your customers with a read-only secure link to view job or customer information. Your customers can also request a new job

  • Quotation and Invoice Management: Create quotations and/or invoices from scratch, or using the parts/services usage recorded in the field. Track if Invoices have been sent, paid, etc.

  • Integrated tutorials (January 23rd)

Updates

  • Many design and workflow tweaks to increase your productivity: More compact display, new icons, optimized navigation, etc.
  • Import/Export functionality: supports various CSV formats for import and export. Capability to export to Excel. PC and Mac encoding support
  • Improved job report design view: Define fields as private or public to gain better control on the information you share with your customers
  • Improved license management module
  • Improved the map view
  • Updated web services

For Mobile Terminals:

Additions

  • New job creation function
  • Receiving Push Notifications (Soon – will be available when our updated clients are released)
  • Customer phone numbers are clickable: launches the telephone application and calls the customer
  • Customer address is clickable: launches the map application and show the customer location
  • Custom field values are now visible next to the job information
  • Photos: photos taken are saved in the device’s photo gallery
  • Photos: new function allowing the device’s camera to capture barcodes and QR codes (iOS only)
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New language supported: German!

We are happy to announce that Synchroteam is now available in German. As usual, the entirety of the application has been translated.

The addition brings the total number of languages supported by Synchroteam to six. The languages supported are:

  • English;
  • French;
  • Spanish;
  • Czech;
  • Romanian; and,
  • German.

If you are interested in using Synchroteam but need to have in a language that is not yet available, don’t hesitate to contact us or request it via our support site. We will be able to tell you if the translation is already in the works. If not, we will be happy to keep you informed as to when the new language becomes available.

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