Overview
Evopos Mobile allows owners and staff members to view live Evopos information and perform common tasks from their 'Smart Phone'. It can be used with iPhones, iPads, Android, Windows Mobile, Blackberrys and many other devices that have internet capability.
This means you can always be connected to the business where ever you are. You may want to stock take some items at the back of the store, or check on today's sales while at an Expo in china.
With this incredible application, you can view the latest sales figures and account balances (subject to the users security settings). You can look up contact details and directly dial, email or show where they are on a map. Engineers on the road can update jobs and book parts. Sales people on the road can look up parts and units and produce sales orders.
Evopos Mobile is fully data driven and is hosted on our servers so there are no additional hosting or setup fees.
Potentual Users- Business Owners
- Department Managers
- On-site engineers
- Travelling sales reps and managers
- Sales and Parts staff for stock takes and on floor pricing
Dashboard
Shows key information from Evopos. Shows the users sales and commission (if applicable) for today, the week to date and for the month to date. If the user has security for Accounts it will also show Total sales today, for the week and for the month, also Bank Balances and In-Hand balances.
Key Options
- View key business information
- Security level enabled
- Detailed sales information
- View by Day, Month, Previous Month and Year
- Sales by Department, Operator and Main Groups
- Completed up to date live information
Sales
Initially shows current sales orders under your name. You can view or edit an existing order or create a new sales order.
Key Options
- Create, view and edit sales orders
- Easily add mulitple items
- Great for salespersons on the road
- Salesorder is instantly available in Evopos
Contacts
Initially shows Contacts that have been set as managed by you. You can search all contacts by Name, Customer Number or Phone Number. Once a contact is selected there are options to: Dial phone numbers, Send emails, Create Sales orders, Create Prospect action, Create Task etc.
Key Options
- Search by Name, Phone number and Postcode
- Shows detailed contact information including multiple contact persons
- Link to Google Maps
- Call customer directly from Evopos Mobile
- Email link
- Options to edit, create sales order and view history
- Create New Contacts
Messaging
Initially shows new messages. You can create a new message to one person or to multiple staff. You can change filter to show acknowledged or sent messages. When you select a message you have options to change the status, postpone or convert to a Task.
Key Options
- Filter messages by New, Acknowledged and Sent
- Send new messages to multiple staff memebers
- Post date messages
- Set reminder messages for yourself
- Delete Messages
- Convert messages into Tasks
Tasks
Initially shows all current Tasks. Can create new Tasks for yourself or other staff. Can edit and change status.
Key Options
- Filter messages by New, Acknowledged and Sent
- Send new messages to multiple staff memebers
- Post date messages
- Set reminder messages for yourself
- Delete Messages
- Convert messages into Tasks
Jobs
Initially shows jobs to be carried out today for that Technician. Can filter on Todo today, Todo all, Done today. Once selected a Job have the following options: Log time, Edit details, Change the status of a job to Ready, Available, Hold etc. Change the parts status to Ok,To Order, On Order. Note also see Items for booking parts to jobs.
Key Options
- Filter messages by Todo, Booked, Availalbe etc.
- View and edit current jobs
- Create new jobs
- Book parts to jobs
- Log time on jobs
- Send job reminders.
Stock
Initially shows Categories. Options to search by Part number, Location, Description or select by Category. Once item is selected options to Count stock or Book to a Job
Key Options
- Live stocktaking
- Multiple users can stocktake at the same time
- Stocktake by location, category, brand and part number
- Can be used with bluetooth scanner
- See detailed stock information
- Powerful searching
Getting Started
Evopos Mobile is available now! Please contact us and we can set you up with your login details.
