ESCO d Service Industry Solutions VERSION 9 MOBILE

ESCO d Service Industry Solutions VERSION 9 MOBILE INSTALLATION GUIDE

Overview of New Features in Version 9 The features that are in the new mobile software are: 1. Integrated security – the technician authenticates as an actual user in ESC. 2. A public IP address is no longer needed for wireless communication because the Connections Server does everything for you. 3. If using a Smartphone (phone + PDA), customer’s phone numbers are now links that you can click on to make a call to. 4. You can now assign multiple price books to a technician. This option is available when in the “Configure ESC Mobile” section of the Connections Server. 5. You can now export multiple price books out of ESC through the File ImportExport Mobile Inventory option. This allows you to copy the individual XML file over without going through the entire download process. 6. Dispatch notes that are added by the technician are now sent back to the office when the status is changed (Auto-Push must be enabled) or the device syncs back.

How It Works Your server Internet d. ESCO server Internet Mobile Client

Prerequisites Must be at Version 9. 00. 37 or higher Must be licensed for “ESC Mobile”. You can verify this by going to Help About in ESC. Must have Active. Sync (for XP and 2000 users) or Windows Mobility Center (for Vista users) installed on the machine that the device cradles to. You can go to Microsoft’s website to get these downloads. We currently support Windows Mobile 4, 5 and 6 Professional. Windows Mobile 6 Standard is not supported. You can find out which version you’re currently running by going to Start Settings System About on the device. All devices must have a touch screen with a stylus for navigation.

Required Software ESC Version 9. 00. 37 or greater. ESC Connections Server version 9. 0. 38 or greater. ESC Mobile Client 9. 0. 17 or higher. Use the Laptop/PC client if you’re using laptops or Windows Mobile if you’re using handhelds. . NET 2. 0 Compact Framework. This is only needed if you’re using handhelds. Map. Point Server version 9. 0. 6. This is only used if you are currently using our mapping add-on in ESC and want the techs to be able to get directions. All of the above software can be downloaded here. If you need the version password please call us at 1 -800 -226 -7529.

Configuring Users to Log In ESC technician that will be using ESC Mobile needs to be set up as a user in ESC and must have a password. This can be done by going to Company Setup Users. When setting up the users, make sure that you associate each user to a tech and that you give them permission to “Log in as a mobile user”. For more information on setting up users, please view the ESC help documentation.

Configuring the Connections Server 1. Launch the Connections Server by going to Start All Programs d. ESCO ESC Connections Server. 2. Right click on the blinking blue icon on the bottom of your screen and then click on Setup. 3. Enter your server information, this info can be found by going to Help About in ESC. 4. Click the “Configure ESC Mobile” button and fill out each of the tabs with your customized information. All tabs must be completely filled out even if you’re not using that feature at this time. 5. Once the information is in click OK and then “Start Service” on the main Connections Server screen. When the status is “Running” you can click OK.

Screenshots of example setup

Installation of. NET 2. 0 Compact Framework If you are not using handhelds you can skip this slide and the next one. If you are using handhelds, please follow the directions below. 1. Double click the NETCFSetupv 2. msi file that was downloaded from Microsoft’s site. 2. Accept all the defaults during the installation and then Finish at the end. 3. Synchronize your device by hooking it up to the computer using a USB cable or cradle. You’ll also need to setup a partnership between the computer and the device in Active. Sync. Please refer to the device’s documentation if you don’t know how to do this. 4. You can now deploy. NET 2. 0 to the device by going to Tools AddRemove Programs and selecting. NET 2. 0 CF. You will need to install this on each device.

Handheld Mobile Client Installation 1. 2. 3. 4. With the device still connected to the computer, unzip the file that you downloaded and copy the resulting Windows Mobile Install. cab. Open Active. Sync, click Explore and then paste it onto the device. If a message comes up saying that the file may need to be converted just click OK. Pick up the device and navigate to Start Programs File Explorer and then select the file you just copied over. You may need to approve installation so just click Yes if the prompt comes up. After the installation is finished you can launch the ESC Handheld Mobile Client by going to Start Programs and clicking the ESC Mobile Client icon. When you launch the Mobile Client you’ll be prompted to select the location where you want the database files to be stored. You can select anywhere you want except for the root of the device. The best place to put them is in My Documents ESC Mobile Client.

Configuring the Mobile Client Part 1 The ESC Mobile Settings prompt is asking how you want to connect using the Mobile Client. Here’s a breakdown of each field: User name – The user name that’s associated to this tech in ESC. Password – The password for that user in ESC. Server ID – This should have been given to you by your sales person or an ESC Support Technician if they assisted you with the download. Server – Do not change this. It should always be left at secure. esconline. cc.

Configuring the Mobile Client Part 2 Warehouse Number – You can change the default warehouse number that is used when creating invoices for this tech. Auto-push status code changes – This will send the status code changes back to the office in real time if selected. You must have a wireless connection for this to work. Receipt Style Printer – If you’re using a receipt printer to print invoices you need to enable this so the Mobile Client knows when to cut off the invoice. Allow Credit Card Authorization – You can only use this feature if you’re using the Merchant Services integration in ESC. This allows you to charge credit cards in the field. Please contact your sales person if you’d like more information on this.

Configuring the Mobile Client 3 You may download your inventory list to the mobile unit for use on invoices. Click on the download button and then click on Inventory. Before your technicians can download any inventory onto their mobile device, you must associate at least one price book with them. This is accomplished by going into the Mobile Server properties and then clicking the desired technician and then clicking on the desired Price Books. Continue this process for each technician. This enables you to keep your price books small and easy to search through, while still ensuring each technician has access to the parts that they might use in their job.

Configuring the Mobile Client 4 How GPS Functions with ESC The GPS capability with ESC is very limited at this time. It will only allow tracking of the Nav. Man (or other GPS attachable sleeve device) with a PDA device to a limited extent on the Electronic Dispatch Board (EDB) within ESC. If GPS is used with Map. Point installed and enabled in ESC, a customer can go to the EDB, right click on a call under a tech with GPS enabled and select the plot route. This will create two routes. The first route will be the normal route that Map. Point creates without regard to the GPS info. To make the second route Map. Point will create a point for each GPS reading in the current day and then draw straight lines between in sequential time order. The resulting line could be very jagged and will show no regard to the actual route taken. It will only show where the truck was at the given time. If a tech turns off the PDA attached to the GPS (which supplies its power), then tracking will be disabled during this time period.

Configuring the Mobile Client 5 Card Swipe Settings This screen allows you to enter the connection information to the credit card reader device. For laptops all you have to do is select whether you’re using the Mag. Tek reader or Xplore Xswipe device. For the handhelds it’s a little more in-depth where you’ll need to specify which COM port the device is on, it’s baud rate, etc. The next slide will show the generic settings for the 2 credit card reader devices we support for the handhelds. LaptopPC Client Mobile Handheld Client

Supported Card Reader Configuration Pocket Spectrum Plus Port – This will vary depending on what outgoing COM port you assign it. Baud Rate – 38400 Data Bits – 8 Parity – None Stop Bits – 1 Device Type – General Zebra RW-420 Port – This will vary depending on what outgoing COM port you assign it. Baud Rate – 19200 Data Bits – 8 Parity – None Stop Bits – 1 Device Type – Zebra

ESC Mobile Client Usage To Begin, create a dispatch in ESC and assign it to a tech on the Electronic Dispatch Board (EDB) that is setup to use a mobile device. On the mobile unit, press the “Synchronize” button and the dispatch will be retrieved from ESC. When you refresh your EDB, you will notice that the call now has a PDA icon which indicates it has been assigned to a mobile unit.

ESC Mobile Client Usage Information from the Dispatch Entry Permanent location notes Note: The tech cannot modify information on this screen Once the dispatch is on the PDA, the tech can use the tabs at the top to work the call. This option requires Map. Point to be licensed with ESC and installed at the office Clicking on the “Cust Info” tab will allow the tech to view information from the customer information screen in ESC.

ESC Mobile Client Usage View information on any equipment that has been attached to the dispatch View all service history for this customer from within this screen Note: The tech cannot modify information on this screen

ESC Mobile Client Usage The customers terms are carried over from ESC. All dispatch Complaint codes are displayed here. Click on the “Add” button to additional notes. The tech will be able to modify the dates and times on the PDA from this screen. They cannot be modified after synchronization. Dispatch notes are carried over from the dispatch in ESC and will be read -only. Status changes will be sent to the office when the “Status” button is clicked if Auto-Push is enabled in the Mobile Client properties.

ESC Mobile Client Usage Tax or untax each part On the Invoice tab, click the Display Price Book button to select from parts, assemblies, billing codes and history codes to add to invoices. The preview button will allow you to view the invoice on the device. You must select a type and enter info in a filter field, then press the “Display Parts” button to filter out just the components you wish to select from.

ESC Mobile Client Usage Enter in service notes that will post to the invoice as service history on the NOTES tab. You can type in any amount of information that is necessary.

ESC Mobile Client Usage Select the correct payment type and enter all other information. If you have a mobile printer connected, click “Print Invoice”. You can click on the “Home” button at any time to get back to the main screen to send the dispatch or invoice to the main office. If you are setup to accept credit cards you can swipe the card by clicking the button and then swipe the card. If you want to capture a customers signature, click the “Signature” button. If payments will be accepted in the field, you can use the TENDER tab.

ESC Mobile Client Usage When you are completed with the dispatch, go to the Dispatch tab, set the status to “Complete”, click on the Synchronize button on the Home tab and the information will be sent to the main office and clear off of the mobile client program. New dispatches will be uploaded.

Mobile Invoices in ESC Once an invoice is imported into ESC, you can access it easily in the Sales Invoicing screen by clicking on Activities Import Mobile Invoice. A list will appear with all of the mobile invoices for you to select and view within the sales screen. Modifications or changes can be made to any mobile imported invoice in ESC.

Supported Add-on Devices Zebra RW-420 – http: //zebra. com/id/zebra/na/en/index/products/printers/mo bile/rw 420. html Pocket Spectrum Plus – http: //www. merchantanywhere. com/Pocket. Merchant/spectru m. htm Mag. Tek card reader – http: //www. provantage. com/magtek 21040109~4 MAGT 009. htm Xplore i. X 104 C 2 Series with Xswipe add-on – http: //www. xploretech. com/index. pl? id=2273&isa=Category& op=show

ESC MOBILE INSTALLATION PRESENTATION END This concludes the ESC Mobile Power. Point Slide show