What's new in version 4?
The new version of Evosus Mobile Services includes several big enhancements.
The new version only works with Evosus Legacy Software version 6.6.408 or greater
We made several enhancements to Evosus Legacy Software to support the new features added to version 4 of Evosus Mobile Services. That means you have to be running Evosus Legacy Software version 6.6.408 or greater to use the newest version.
Click here for information on installing Evosus Legacy Software version 6.6.408.
Enhancements:
You can now review the photos that you've attached to scheduled tasks and the status of those photos!
We added a photo queue to Evosus Mobile Services. The photo queue shows all of the pictures that you've added to a scheduled task and the upload status of each image.
1. In the mobile app, click 
and select Photos.
2. All of the photos that you've attached to scheduled job appear in the screen.
- My photos aren't there? - The photos added to a scheduled task only appear on the Photos screen after you depart from the scheduled task.
- No internet access - This message appears at the top of the screen if you don't have internet access. If you don't have internet access, you cannot upload your photos.
- Waiting for WiFi - This message appears if you have mobile data on your phone, but the Send photos over WiFi only box is checked on your account (Account screen). That means you can't upload your photos until you're connected to WiFi.
3. Manage your photos.
- Automatically upload photos - If the Automatically upload photos box is checked on your account (Account screen), your photos are automatically uploaded when you depart from a scheduled task.
- Manually upload your photos - On the Photos screen, select View By Date, and click Upload Photos. A green check will appear on each photo as it's uploaded.
- The Upload Photos button isn't working! - If the Send photos over WiFi only box is checked on your account, the Upload Photos button only works when you're connected to WiFi.
- Delete uploaded photos? - Photos that have been uploaded are automatically removed when you sync your device, but you can clear them before a sync to free up space on your mobile device. You can also use this feature to delete a photo before it's uploaded to Evosus Legacy Software. On the Photos screen, select View By Date, and click Clear Photos. All of the photos are removed from your device.
"On my way!", and "I've arrived!" messages
If the customer has a cell number or email address set up in Evosus Legacy Software, you can send them a message when you're on your way, and another message when you arrive at their location. The text of these messages can be set up in Evosus Legacy Software, and then customized by the tech before they are sent. Your tech will not see the Email and Text options from within Mobile unless permissions are set for that particular tech.
- To set Email and Text permissions go to Administration > System > Security > Security - Employee Level Permissions > Select tech > Update > Scroll to Mobile and check "Can Email Customer, Can Text Customer.
- You must be connected to the internet to use this feature. That means you need to be connected to Wi-Fi, or have data usage enabled on your device.
1. In Evosus Legacy Software, set up the standard message text using the Mobile Dashboard (Administration > Mobile > Mobile Dashboard > Arrive/Depart Message tab). More
2. On your mobile device, click 
and select Schedule.
3. Click on a scheduled task. The Task Detail screen appears.
- If there is a cell phone on the customer record, an On My Way and Arrived button appears in the Text section.
- Click these buttons to send a text message to the customer. The text message will automatically populate with the standard text set up in Evosus Legacy Software.
- On My Way button doesn't appear on the mobile device - The On My Way button only appears on the mobile device if you have the standard text entered on the Mobile Dashboard (Administration > Mobile > Mobile Dashboard > Arrive/Depart Message tab). More
- How do I add a cell phone to a customer record? - In Evosus Legacy Software, go to Customer > Open a customer > Contact Info tab > Click Option in the Phone section > Select Add > Select Cell in the Type field, and then enter the phone number
5. Send an email.
- If there is an email address on the customer record, an On My Way and Arrived button appears in the Email section.
- Click these buttons to send an email to the customer. The email will automatically populate with the standard text set up in Evosus Legacy Software.
- Arrived button doesn't appear on the mobile device - The Arrived button only appears on the mobile device if you have the standard text entered on the Mobile Dashboard (Administration > Mobile > Mobile Dashboard > Arrive/Depart Message tab). More
Search for an inventory item
You can search for inventory items without having to arrive at a scheduled task. The inventory search displays the inventory item information as well as the on hand, reserved, available, and on order quantity at every stock site. For example, you can search for the item and see if it's stocked on your own truck or the truck of a nearby tech.
You can still add an inventory item to an order like in version 3 of Evosus Mobile Service. This is additional functionality.
- You must be connected to the internet to use this feature. That means you need to be connected to Wi-Fi, or have data usage enabled on your device.
1. Click 
.
2. Select Inventory Search.
3. Enter the inventory item or sku and click the Search icon. You must enter at least 3 characters.
Scan a barcode - You can also locate an inventory item by scanning the barcode. Click the Barcode icon next to the Search icon, and then scan a barcode using the camera on your phone.
The search results appear in the lower portion of the screen.
4. Click on the View icon next to an inventory item to see the item details. This new inventory search is also available when adding inventory items to a scheduled task.
Use Quick Items to quickly add an inventory item to a scheduled task
Use the Mobile Dashboard in Evosus Legacy Softwareto create a standard list of inventory items that are often added to a scheduled task. Then a tech can quickly add any of these inventory items to a scheduled task using their mobile device.
1. In Evosus, use the Mobile Dashboard to create a list of quick items (Administration > Mobile > Mobile Dashboard > Quick Items). More
2. Sync the mobile devices. The Quick Items are now available on the mobile device.
3. To add a quick item to a scheduled task, arrive at the task, click Edit, select Add Item To Order, and then click Quick Items.
The list of inventory items set up in Evosus Legacy Softwareappears on the screen. The Quick Items screen also includes a link to the new Search Inventory screen, which allows you to search for an inventory item using the item sku or description.
#4 Select a quick item to add it to the scheduled task.
Add a lead
You can quickly create a new lead using your mobile device. For example, if you're at a scheduled task and a neighbor inquires about your services, you can quickly set up the neighbor as a lead using your mobile device. The new lead is added to Evosus Legacy Softwareafter you sync your device.
- Your mobile device isn't checking for duplicates when it creates the lead. For example, if the lead has already been entered into Evosus, you will create another record for that customer.
1. Click 
.
2. Select Leads.
The Leads screen displays all of the leads that you've created since the last time you synced your device.
3. Complete the fields.
Phone/Email - You must enter a phone number or email address.
Interest - Select the service that the lead is interested in. The list of interests is created and maintained in Evosus Legacy Software (Administration > Marketing > General Setup > Interests). More information about marketing interests
Notes - The text in this field is saved to the Notes tab on the Customer screen in Evosus Legacy Software (Customer > Open a customer > Notes tab).
4. Click Add.
The new lead appears on the Leads screen.
To delete the lead before it's synced, click the Delete icon on the lead to delete the lead before it is synced to Evosus Legacy Software.
Once you sync your device, the lead is added to Evosus Legacy Software, and the lead is removed from the Leads screen.
Add equipment to a customer record
Now you can add equipment to a customer record using Evosus Mobile Services. For example, if you're at a scheduled task and find that some of the equipment at the customer's location hasn't been added to the customer record, you can add that equipment using your mobile device. The equipment is added to the customer record in Evosus Legacy Softwareonce you sync your device.
1. Arrive at a scheduled task.
2. Click Edit on the Task Detail screen.
3. Select Add Equipment in the menu that appears.
4. Enter the Make and Model.
- Serial Number, Year, and Comment are optional fields.
5. Click Add.
The new equipment appears in the lower portion of the screen. This will be added to the customer record the next time you sync your mobile device.If you accidentally add equipment, simply click the X next to the equipment record at the bottom of the screen. The equipment will not be added to the customer record when you sync your mobile device.
View the note history on a scheduled task
You can view the notes on a customer record. These are the notes that appear on the Notes tab of the Customer screen in Evosus Legacy Software (Customer > Open a customer > Notes). For example, the notes history includes any tech notes that have been added to the scheduled tasks that were completed in the past.
1. In the mobile app, click 
and select Schedule.
2. Click on any scheduled task to open the Task Detail screen. You do not have to arrive at a job to view the notes history.
3. Click on the 
icon in the menu on the right. The Note History screen appears.
Added a clock that displays how long you've been on the current job
A clock now displays the length of time that you've been at the current job. The clock begins once you arrive at the job, and it stops once you depart. The length of time that you spent at the job will also display on the Scheduled Tasks screen.
If you arrive at a job again before syncing your mobile device, the timer will start where it left off and begin counting again until you depart.
View the sales history of a customer
You can use this new feature to see which products and services a customer has purchased in the last year.
- You must be connected to the internet to use this feature. That means you need to be connected to Wi-Fi, or have data usage enabled on your device.
1. In the mobile app, click 
and select Schedule.
2. Click on any scheduled task to open the Task Detail screen. You do not have to arrive at a job to view the sales history.
3. Click on the 
icon in the menu on the right.
The last year of sales history appears, grouped by month.
Create an order item based on the time that you've spent on a job
You can create an order item based on the time that you've spent on a job. For example, if you have an inventory item for service labor, you can quickly add that inventory item to a scheduled task along with the amount of time that you've spent on the task.
1. In the mobile app, click 
and select Schedule.
2. Click on any scheduled task to open the Task Detail screen.
3. Click Arrive.
4. When you arrive at a job, the time you've spent at the job automatically appears in the bottom right-hand corner of the screen. This is the time that will be added to the scheduled task.
5. Click Edit. The Edit Task menu appears.
6. Click Add Item to Order.
7. Item Code/UPC - Enter the inventory item code for service that you want to add your time to - for example, service labor.
Click the 
icon. The amount of time that you've spent on the scheduled task is automatically added to the Quantity field.
- The quantity if rounded to two decimal places.
8. Click Add to add the item to the order.
Added a Show More button to the Last 5 Service Orders screen
Click the new Show More button on the Last 5 Service Orders screen to see a total of up to 25 service orders on your mobile device. This button only appears if there are more than five service orders on the customer history.
- You must be connected to the internet to use this feature. That means you need to be connected to Wi-Fi, or have data usage enabled on your device.