Cornerstone Mobile Connect

Cornerstone Mobile Connect: Making Life Easy for Field Technicians

A phone-based web app built specifically for field technicians. It’s designed so technicians can quickly access and complete their daily tasks and manage jobs/events from start to finish.

Cornerstone Mobile Connect is integrated with Cornerstone’s powerful cloud-based customer management software. Go paperless and help your team be more productive with in-field access. The app will provide real-time job updates, keeping administrators in the office aware of current job statuses!

Your technicians will love how easy it is to use their iPhone/iPad to manage their workflow, and that all data syncs back instantly to Cornerstone’s software.

Features Overview

CALENDAR & EVENT MANAGEMENT

• View appointments and tickets in a list, day, week, and month view
• Manage service performed, inventory added, dispatch status, and get customer signature
• Track time for each appointment and ticket, and for each day
• Track inventory by truck or technician location
• Filter appointments on town, service code, ticket type, technician, date, and status
• Quickly review unassigned or unscheduled events, and assign yourself or another tech to them

TAKE PAYMENT & SIGNATURES

• Create invoices and process payments on the spot
• Process credit card or ACH payments using our PCI-compliant site, Alarmpayments.com
• Payment processing links directly to invoices and accounts for easy payment posting
• Obtain customer signatures on the spot

TIMECARDS

• Our innovative structure allows tracking of both job activity and daily tech time worked
• Track time related to sick days, vacation, jobs, or non-job-related events
• Track billable or non-billable hours, and standard, overtime, and/or travel rates

DASHBOARD

• View your daily schedule and quickly clock out of any open timecards
• Easily clock in and out of your daily timecard

CUSTOMER ACCOUNT MANAGEMENT

• View customer data and documents related to contracts and proposals/quotes
• Get to locations quickly, using address mapping
• Use the app to either text or call the customer to give them status updates (e.g. running late)
• Quickly add critical notes related to an appointment, so your office team can follow up
• View customer zones, equipment list, and service history

QUOTES

• Email quotes to customers
• Accept quotes to create a ticket for scheduling or invoice customer for payment
• Add new inventory items or edit existing parts