Problem

Prior to contacting us, new requests were recorded on paper and/or Excel tables, and the manager had to think over a schedule of the performers’ working day. They needed a tool for creating and tracking the requests schedule, which automatically calculates the best routes, shows customer data and manager comments.

An important point was mobility: we should have provided employees with constant access to the tool. This is how the mobile CRM for SimpleFSM cleaning company was developed.

Solution

Administrator or Manager enters new requests into the system, assigns them to employees and sets the working schedule. He/she also sees the workload of each employee on a certain day, his/her requests on the map and the planned route.

The CRM system itself generates the daily schedule of the employee based on the assigned requests, sets their sequence and builds the optimal route on the map. 

Tasks are displayed on a 12-hour or 24-hour pie chart (depending on the selected settings); it is visually clear which hours the performer is busy and when he/she is free.

Each customer is marked on the chart with a specific color. The closed sector corresponds to the period that the performer will spend on the execution of the request.  The colored line under the sector with the task shows the free time of the customer. A technician sees the same chart in his/her application, but with only his/her tasks displayed. 

Administrators can also access the web part of the system designed to work with a computer. Web interface enables to work with SimpleFSM users, add new customers and manage their licenses – access to mobile application. 

We have also developed a licensing system for more detailed acquaintance with the system.