Mobile Workforce Managementfor Field Service

GeoPal is a cloud service and mobile app to manage mobileworkforces, reducing admin costs and increasing productivity,giving your business a competitive edge.

GeoPal is a cloud service and mobile app for companies

that need a better way to manage staff providing services out in the field.

GeoPal provides you with real-time visibility and management of your field employees,

leading to 50% reduction in admin costs and up to 20% increase in productivity.

GeoPal gives you a competitive edge, enabling you to win more business.

What is GeoPal?

GeoPal for Field Service

GeoPal is so flexible in deployment it can be used to manage just about any workflow

requirement for your field staff. Currently used by Field Service companies to manage their

field staff across a number of technical and service industries.

• Get a real-time view of the status and location of workers

and historical data showing the amount of time spent

completing jobs in the field.

• Improve cash flow with real-time proof of delivery and

elimination of paper job sheets, allowing you to invoice

immediately on job completion and reduce costs.

VisibilityLack of visibility of staff when they leave the office, leading to inefficient scheduling, compliance issues

ProductivityLow productivity due to inefficient scheduling, or paperwork processing delays

EfficiencyHigh administration costs due to manual processing of paper forms & data re-entry

Proof of Delivery Lost, incomplete, or delayed paperwork = no proof of service delivery and inaccurate records

Problems Solved by GeoPal

Reasons to adopt GeoPal

Competitive EdgeNeed to move business information quickly between the office and field staff to stay competitive.

Cost PressuresEconomically challenging times forcing companies to look at more efficient ways of doing business.

Smartphone Revolution Low cost, feature-rich smartphones and tablets, bandwidth everywhere and getting faster

Compliance with Regulation & LegislationNeed efficient way to monitor worker performance & safety, Vehicle Inspection Checks,Risk Assessments

How it works

There are two parts to GeoPal, a mobile app and a web management system

The mobile app is used to replace paper work orders and service dockets,

allowing field employees to work smarter and faster.

• Collect information in the field using configurable mobile forms

• Receive job details with map and customer history

• Clock in and out of shifts

• Raise a panic alarm in emergency situations

• Provide time, date and location-stamped proof of service delivery

GeoPal mobile apps are available for Android and iPhone.

How it works

The GeoPal web management application streamlines operations, providing detailed data

and real-time reports for improved business insight and decision making.

• Cloud-based web management application can be accessed anytime, anywhere.

• Used to create mobile forms and workflows, manage assets, schedule and dispatch jobs.

• Track the location of field workers, assets, customers on an interactive map.

• Customize, schedule and analyze reports and data collected in the field in real-time.

• Configure tools and add-ons for asset management and lone worker protection.

GeoPal features can be configured to support almost any business requirement

• Mobile Data Capture Replacing paper forms with customisable mobile forms

• Location & Mapping Ability to view the real-time location of staff in the field

• Scheduling & Dispatch Ability to schedule and dispatch jobs via a simple drag and drop action

• Verify Time & Location Time & attendance, Proof of Delivery etc. verified with time, date, and location stamps

• Asset Management Ability to view assets, jobs, workers and companies on the map

• Lone Worker Protection Provide panic alarm, status checks & still detection to protect staff in hazardous situations

• Connect for Mobility Flexible and open APIs enable you to add mobility to almost any existing IT system

GeoPal Features

Forms Dispatch Locate Verify Assets Protect Connect

GeoPal creates significant efficiencies in managing scheduling and dispatching jobs to teams

and technicians out in the field. Save time on admin to get more work completed per day.

View the real-time location of staff to assign jobs to the person

closest to the job site, eg. for unplanned maintenance requests.

Faster response times will increase customer satisfaction.

Schedule planned work to staff and dispatch to their mobile

with full details of location, and tasks to be completed,

ruling out the need to return to the office between jobs to

collect paper job sheets or return service dockets.

Streamline Operations in the Office

With GeoPal, staff can work smarter and faster with standardized job

instructions and real-time job status reports sent back to the office,

getting more work done per day and improving first-time fix rate.

• Staff receive their jobs on their mobile phone and can see

the exact location of the job and the time allotted to the job.

• Using the GeoPal app the staff member can work through the

job steps and confirm in real-time as each step is completed.

• Staff can also create additional jobs in the GeoPal system,

enabling lead generation in the field.

Streamline Operations in the Field

GeoPal ensures service delivery is verified with electronic signatures, time, date and

location-stamps, providing detailed records for monitoring or auditing service delivery.

• Proof of delivery is verified with sign-on-glass, time-date & location stamps for invoicing

on job completion.

• Confirmation of tasks completed is time and date stamped and transferred to the web

management system in real time.

• This means invoices are issued immediately on job completion for shorter billing cycles.

No more delayed or lost paperwork causing delays in issuing invoices.

• Customer satisfaction with service provided is verified with signature captured on site,

resulting in up to 90% reduction in disputed invoices.

Verified Proof of Delivery

GeoPal enables real-time visibility of activities in the field, including locations of staff, assets

and job status, facilitating critical decision-making and increasing control of operations.

Shift Tracking - Staff use GeoPal mobile app to clock in and out of shifts.

Achieve payroll savings with accurate records of shifts worked.

Location Monitoring - Increased visibility with GPS location tracking

of staff & assets provides instant status updates, and increases

compliance for internal staff & sub-contractors. View a route replay

of field staff journeys to eliminate any unnecessary or unauthorised

journeys, reduce fuel costs, and increase staff productivity.

Asset Management - Using RFID or barcodes, track and manage assets in the field. GeoPal

enables automatic triggers for asset service jobs, eg. based on next service due dates.

Enhance Visibility to Improve Productivity

Provide a better service, at lower cost, with the latest cloud and mobile solution from

GeoPal, integrated with your existing IT systems for an end-to-end solution.

Enhance the investment in your office systems by adding mobility to these systems,

providing a communication channel between your office and field staff, to improve the

quality of service provided and enhance reporting for your business.

GeoPal’s flexible and open API suite enables you to integrate with

almost any existing IT system, including finance, invoicing, ERP, HR

stock and inventory management, and more.

Get a competitive edge with the latest technology

GeoPal enables real-time reporting and analysis of work completed in the field.

• Increased visibility and operational control, to support critical decision-making.

• Real-time progress updates and confirmation of job completion enables immediate

invoicing and increases customer satisfaction.

• Use job data from GeoPal to create custom reports.

• Analyse statistics showing the actual time spent travelling

to and completing jobs to find efficiencies and optimise

staff schedules and job assignments based on this information.

Real-Time Reporting & Data Analysis

Companies using GeoPal:

• Eliminate up to 100% of paperwork and data re-entry

• Reduce administration time and costs by up to 50%

• Improve employee productivity and compliance by up to 20%

• Reduce disputed invoices by up to 90%

• Increase customer satisfaction with service delivery

• Improve visibility of employees and assets in the field

• Create detailed, accurate reports in minutes rather than days

• Irrefutable proof of delivery with real-time verification of data

• Assist in meeting mandatory Health & Safety Regulations

Benefits of GeoPal

Who is using GeoPal for Field Service?

Who else is using GeoPal?

GeoPal is so flexible in deployment it can be used to manage just about any data collection

or workflow scenario for staff out in the field. GeoPal is currently used by companies in:

Facilities Management

Engineering & UtilitiesHealthcareTransport & Logistics

Field Services Public Services

Mobile Workforce Management

GeoPal is a cloud service and mobile app to manage mobileworkforces, reducing admin costs and increasing productivity,giving your business a competitive edge.