Do a lot more with trips, on-field and off it!
Hello! 👋
In our latest release, you’ll see a host of features that will go a long way in streamlining trip management, both on the grounds and back at the office – as your field staff strives to go the extra mile (get it 😉) to service customers, you can keep a tab on them without micromanaging!
There are plenty of other enhancements and fixes, read on to see the highlights…
Trip Management:
We have brought many new features to Trip Management, including a Trip Policy, the introduction of Field Trips, Fatigue Management, and even Pause Trips. 🚛 📦
Trip Policy 📢
Manage trips holistically by configuring the procedures to be followed when on-field trips, beat trips, and ad hoc trips.
a. Predefine the information to be collected at the beginning (e.g. cleanliness check of a vehicle, document check, etc.) and end (e.g. Odometer reading, fuel quantity, etc.) of a trip
b. Indicate if a QR code or barcode should be captured during the trip start and/or end procedure.
c. Set up the time interval the field staff should be alerted to log rest breaks during long trips to avoid fatigue with the option to ‘snooze’ the alert
d. Select the users who should be updated on trip status and exceptions during the trip
Field Trip 🚗
A field trip is an ad hoc trip undertaken by field staff to visit customer locations planned in a beat or to provide services to new customers nearby to their location.
a. Field trips can be used to complete structured beat plans (for order deliveries or services) at customers, and to fulfill ad hoc customer visits
b. Field trips are governed through the Trip Policy to manage and control protocol adherence during the start and end of a trip
c. Fatigue alerts can be sent at regular intervals to prompt field staff to take breaks at specific time intervals during long trips. (mainly for drivers of heavy goods)
d. Ability to create and fulfill new ad hoc service requests at customer locations
e. Live tracking of all actions performed while they are on a field trip, using an intuitive trip log.
Pause Trips ⏸️
Drivers can now pause a trip to keep them engaged in long journeys and allow them to look at other potential requests. When a trip is paused, live tracking stops. This feature helps avoid battery drain and backend capture of information when drivers are engaged in overnight journeys. (Of course, the pausing and resumption of trips is visible in the audit trail in the trip log)
NETWORK MANAGEMENT:
You asked we listened! #1 👍
Many customers had been asking to remove the restriction on having unique contact information for your clients. This was mainly due to the nature of your business, need to have one person represent several clients on their behalf. So, we did just that! ✔️
We also made some other changes to better support your customers – now it’s even simpler. Invite them to Boombirds and they will get all the benefits of notifications (email and in App), a restricted view of the progress of ongoing tickets, and the ability to raise their own new ones. Otherwise choose not to invite them and simply have their information for your internal purpose (e.g. allocation and tracking of work etc.)
Customer Management:
a. Multiple customer users can be added with the same contact information and choose to be invited to Boombirds (or not), at the organization’s discretion
b. The user can represent several of his clients using the same contact information (provided it is validated and verified)
c. Service request status updates and other notifications will be sent only to users with verified email addresses.
d. The customer representative will be able to view a dropdown menu on his service board to view the service requests of the customers he represents
You asked we listened! #2 👍
Quarterly and ad-hoc Recurrence Management: 🗓️
One of our most popular features is the recurrence policy, which helps customers with regular retainer services.
Another heavily requested feature was to be able to set up bi-annual, quarterly (e.g. for Business Activity Statements), bi-monthly, and any other ad-hoc recurrence.
So, Administrators can now configure multiple occurrences of a monthly or annual recurrence policy to meet the needs of the recurring service for your clients.
You asked we listened! #3 👍
Too many Boards! 🎛️
Now Network administrators can customize the boards that they want to view in their network, using the Configure a Network Settings option
Device information 📱
The location tags of all actions performed by the field staff during a trip will now show the information about the device used for the trip – the brand & model, signal strength, and the battery percentage at the location the action was performed.
Speed up file attachments 📷
If any files (images or documents) have been uploaded in the service request, then the customer update prompt and the direct messaging option now displays the existing files for rapid updates.
Smile (or not!) 😊
A reminder that you can ask your customers to rate your service. Not a big change, but we have simplified the reaction emojis on the wallboard and Service board (for customers).
Well, that’s it for now but we’ll be back with more updates very soon!
Till then, take care and stay safe everyone! We strive to be quick in responding to customer feedback and to support you, whether they be new features or improving existing ones and we thank you for continuing to be a loyal customer!
If you have any questions on any of the new or current features, please contact the team - they are ready to assist. 👋