AVNotes Product Features

Mobile Job Allocation

The AVNotes Job Tracking system allows organisations to have complete transparency over their mobile operations. Office users can deploy jobs to staff on the road, and have detailed job information and real time updates on when the job has been viewed, started and completed. Staff on the road can receive, accept, complete and update their jobs easily, with no wrongly booked jobs or phone-calls back to the office required.

• Auto refresh overview for administrators
• Realtime job status
• Detailed job listing options
• Variable job status (done/not done/in progress/etc)
• Reassign jobs at any time
• Invoicing:
  
  • QuickBooks export capable
  • MYOB export capable
• Multiple job types:
  
  • Dispatch
  • Sales call
  • Service call
  • Preventative
• Various tools including
  
  • Timesheets
  • Inventory (best used with Inventory module)
  • Scheduling
  • Activity sheets

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Mobile Inventory

The AVNotes Inventory system allows real-time stock control of multiple vans and warehouses, meaning you'll always be able to track how many items you have spread across your entire organisation. It's simple to view the history of an item, track its cost history and to add new items, so you can finally have complete control over all your stock.

• Multiple warehouses (locations, vehicles)
  
• Multiple stock categories
• Multiple suppliers
  
• Item usage history
  
• Move stock between warehouses
• Adjust stock levels
• Cost tracking
• Batch `add stock` forms

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Mobile CRM-Lite

The AVNotes Customer Relationship Management Lite system allows you to keep track of who your organisation is dealing with, providing a total communication history for the client. It lets you view the communication, event and job history of a client, as well as any notes you or your staff have made. Of course, it also lets you add your own communication notes, events and jobs to a client.

• Overview statistics
• Communication logs
• Maintain client notes
• Event list for each client
• Dispatch jobs from CRM

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Calendar and Events

The AVNotes Calendar function helps ensure that an appointment will never be double-booked again. It allows you to view the events and jobs you have on for the day, share your schedule with others in your department and schedule individual (private or public) and multi-user meetings. In addition, the overview screen allows you to view on which days you have events such as jobs and meetings.

• Shared event functionality
• Invite both AVNotes and non-AVNotes users
• Read receipt on events
• File attachments
• User Notification via email & IMS

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Messaging

The AVNotes Messaging function allows you to send SMS, internal messages and email to multiple recipients both internal and external to your organisation. With only a single message you can send an internal message to your staff, and an e-mail or SMS to your clients!

• SMS, Internal Messaging and E-mail options
• Allows multiple recipient and protocol combination
• Check recipient Read / Unread status
• Sender / recipient display
• File Attachments
• Date / time stamp

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Contacts

The AVNotes Contacts function allows individuals and organisations to have their critical contact information at the palm of their hands, so you'll never be without your contact information again. Contacts can be added, viewed and edited from anywhere. Contacts also integrates with the CRM and Job Tracking systems, so you can create client notes and deploy jobs without having to input client details multiple times.

• Contact groups
• Import Contacts from Myob Premier
• Both Personal & Company contacts
• See who is online and show device type
• Contacts may have sub-contacts
• Links to optional CRM module

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File Manager

The AVNotes File Manager function means the latest version of your important files will always be at your fingertips, available 24/7 from any web-enabled computer or device. Files can be uploaded or downloaded from either a computer or a mobile device, so an employee in the field can take a photo on his phone, upload it and have it at the office in seconds. File Manager also gives you the option of private and public folders, and lets you add, copy, delete and move your files with ease.

• Both company and personal archives
• Move/copy/Delete files
• File type icons in list view
• Date of upload

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Email Anywhere

The AVNotes Email function allows users to access their remote mailboxes using the IMAP protocol. Allowing multiple accounts, you can send, receive and reply to emails as you usually would, with file attachment functionality, all while mobile!

• Configure multiple e-mail addresses
• View and send attachments
• Reply and forward options

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