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© 2016 Real Green Systems. All rights reserved.
LIVEmobile
Mobile Live Training
Prepare for Basic Training
Required:
Service Assistant
Routing Assistant
Mobile Live Subscription
Android OS 4.4.2 or better
3G/4G Data Plan
Optional:
HP100 or 150 Printer
PocketJet7 Thermal Printer
4030 Thermal Printer
Mounting Hardware
Tablets
9.7”
Samsung Tab EBest Production Tablet
for 2016
8” or 9.6”5”
5.7”
Samsung S6 & S7Best Phones
for 2016
Samsung Note 5Alternate Choice
for 2016
Samsung S2Large Tablet Choice
for 2016
Tablets
Memory and CPUMobile Live, Truck Tracking, Call Log, and Mapping all need to run at the same time.
Tested and proven compatible with Mobile Live!Real Green programmers and tech support staff use Samsung devices.
BatterySamsung includes robust and long lasting batteries.
Durable ConstructionThe Samsung Galaxy line of phones and tablets are water and dust resistant, stand up well to summer heat, and can take a beating when paired with an Otterbox.
Does RG get anything for promoting Samsung products?Not a thing, other than making life easier for our customers, and by extension, our support staff.
why
?
Mounting Hardware
RAM Mounts
You can opt for RAM
Mounting hardware
to keep your
investment from
riding loose in the
trucks.
(examples)
Posting Mobile Live Production
Post all completed work in
moments.
Download Applications
Download from Google Play:• Mobile Live
• Live Truck Tracking
• Barcode Scanner by ZXing
Mobile Live Subscription
Open the Mobile Live app
and follow the directions on
the sheet to pair your tablet
with Service Assistant.
Each android device you pair
will take one of your Mobile
Live subscriptions, so only
setup devices you plan to
use.
Don’t have enough
subscriptions?
Call Karen @ EXT 136!You will receive your scan sheet during
the initial Mobile Live training.
Enable Precise GPS
Features that need GPS:• Navigation
• Customer Search
• Automatic Weather
• Live Truck Tracking
• GeoCode Customers
• Detect Wrong Location
Print and Assign Invoices
The vast majority of Mobile
Live users print invoices and
assign them to the
technician for a specific
date.
You can pull work by ROUTE
and DATE but that is a bit
more advanced, ask your
trainer about it if you do
snow plowing or pest
control.
Printing and Assigning Invoices Process
In practice it is as simple as:
1. Build Route
2. Print and Assign
3. Ready to Go!
The user logs into Mobile
Live and will find their work
ready to run for today.
Estimate Setup
Set these up for Mobile Live:
• Automatically Add A Call In
the Call Log
• Require ‘Estimated by’ after
printing estimates
Hours of Operations and Depot
Mobile Live will use the Work
Day’s Start and End. (Lunch is
not needed)
If you set the Latitude/Longitude
you can fine tune the location
used when you select the “Depot”
Linked Document Setup
Setup the Default Linked
Document Folder path with a
windows shared path (see
example).
Not sure how to get this info?
Let us help you!
Employee Requirements
To be able to log into Mobile Live you
need these set:
• Employee Name
• Employee ID
• Password
• Active
• Security Level (can’t be “None”)
Optionally:
See the stand-alone Security
Document if you want to tailor your
users rights in Mobile Live.
Inkjet Printing
HP100 & HP150 Mobile Printers
Mobile Live uses Bluetooth connections.
HP Inkjet Mobile Printers
Bluetooth wireless printing.
Use original HP 95 & HP 98 Ink cartridges
for great results print after print.
Paper sizes supported: Letter, Legal.
Thermal Printing
Mobile Live uses Bluetooth connections.
RJ4030-K RuggedJet
4" mobile printers offer a competitive
combination of value, ergonomic
design, reliability, and ease of use.
Only one consumable – direct thermal
media on cut sheets, continuous roll
or perforated roll.
POCKETJET 7
8.5" wide print head.
Up to 8ppm print speeds.
Thermal printing technology –
no ribbons, inks or toners required.
Only one consumable – direct thermal
media on cut sheets, continuous roll or
perforated roll.
Production Entry Settings
Mobile Live honors the Production Entry Settings on the
Service:
Product Amounts
Enables product entry
Wind Speed, Direction and Temperature
Enables weather entry
Conditions
Enables condition codes
Size
Enables changing service size for this visit
Price
Enables changing service price for this visit
Rating
Enables rating entry
pH
Enables pH entry
Consider checking through your existing services!
Posting Completed Production
Posting is as simple as:
1. Open Production window
2. “Load Mobile Data”
3. Select employee and date
4. Load
It is easiest to load, review, and post one
employee’s day at a time.
Log In to Mobile Live
Open Mobile Live.
Log in using your Service Assistant
user name and password.
Navigating the Mobile Live App
Tablets and phones have limited screen space, but Mobile
Live can provide a great deal of information.
Keep in mind that most screens have a Menu and a
Drawer for the less used (but useful!) actions.
Drawer Menu
Data Entry, and Saving Input
Mobile Live saves everything you do
on the fly; just hit the BACK button
when you enter information and it is
committed.
Just keep in mind:
BACK is SAVE!
Route Listing
The Route Listing is the hub for
everything that happens in Mobile
Live.
It all starts here:
• Estimates
• Production
• Work Orders
• Customer Search
• Etc.
This screen is also where
your work is Uploaded
and Downloaded
(Sync’d) automatically.
Route Listing Interface
Drawer
Name & Address
Check boxes for
“No Service”
reasons or split
times across
multiple stops
Menu
Service Codes,
Status and
Appointment
Time
Status Legend
pop-up
Invoice Details from Service Assistant
Route Listing’s Check Box Functions
Tap on the box next to the
stops that we would like to
perform a special operation
on.
You can group assign a
Reason Not Serviced or
Balance the Start Times
across multiple stops.
Just click and hold after you
have checked the boxes to
set all the selections at once.
Checked
Route Listing Menu Options
Setup Route
• Set view for route listing
(by Technician & Day, or by Route & Day)
• Enable/Disable navigation
Refresh Route
• Can disable route refresh
Refresh Parameters
• Force reload of parameters
Refresh Images
• Reload all images
Signal Strength
• Check connectivity
Refresh Vehicle Inventory
• Force refresh of vehicle inventory
Upload Docs
• Immediately upload all pictures and PDFs
Change Theme
• Select a different color scheme for Mobile Live
Setup Route
Set the Route to (Empty)
unless you use the Service
Assistant Scheduler to
make appointments.
This will show your work
assigned when printing
Invoices.
* Access may be disabled via Security.
Two Ways to View Your Route
1
2
3
4
5
6
7
8
This is the most common
method, where the work
is optimized in Route
Assistant and printed,
where a date and
employee is selected.
This is not as common, but
a great way to list the
work by appointment or
sequence. Ideal for when
appointments or time-
windows.
or….
By Technician & Date
By Route & Date
Set which view you wish to use by selecting ROUTE in Route Listing.
Default is by Technician and Date when set to (Empty).
Route Listing’s Drawer
The drawer slides out from
the left side of the screen,
here we can find a variety
options…
Tools:
Time Clock
Call Log
Customer Search
Service Search
Invoice Scan
Production Status
Notes Review
Update Vehicle
Reports:
End of Day
Material Usage
Block Leading
Technician with Production Entry Access
These are the minimal
security settings that we
recommend.
One exception is Run
Routing Utilities, as this
turns off access to Setup
Route.
Technician with View Account Access
These are the settings we
recommend if you want to
give the technician access to
the account information, but
not to add, edit, or change
information therein.
Technician with Full Account Access
These are the settings you
would set to give unlimited
access to the customer
accounts, and their
program/jobs.
Not suggested if you are not
sure if that level of access
should be granted.
Time Clock
Punched Out Punched In
Mobile Live will make a
secure connection to
Service Assistant and use
the Time Clock there to
record punches.
Customer Search
Customer search allows us
to look customers up and
access their account.
The initial search will bring
down a list of closest
customers to the current
location, or, advanced
search can be used to find a
specific set of customers.
Remember, “Less is More” –
the more specific your
search the fewer results. We
suggest keeping it simple,
such as Last Name + Street
Name, etc.
* Access may be disabled via Security.
Service Search
Service search allows us to
locate, and pull, available
work to Mobile Live.
The work will be listed based
on the current location.
If the work has already been
printed you will need to use
the Invoice Scan feature to
get it on your Route Listing.
* Access may be disabled via Security.
Invoice Scan
Invoice Scan is used to
reassign a printed invoice to
the current user.
This is similar to using Route
Loose Work in SA.
The invoice number can be
entered manually or scanned
by tapping on the barcode
image.
* Access may be disabled via Security.
Modify Route
Drag-and-Drop jobs for
today
Check boxes and
“Re-Route Selected”
or
* Access may be disabled via Admin Tool.
Production Status
Production Status displays a
snapshot of today’s work.
This may help the driver’s
keep track of their goals
throughout the day.
The report shows much has
been completed, how much
is remaining by dollars, size
and service code.
Notes Review
Notes Review allows the
user to scroll through the
days notes for each stop by
hitting Next and Previous
buttons.
Update Vehicle & Odometer
Vehicles that have been
setup in SA can be selected
and assigned to a technician
in Mobile Live.
Once the vehicle is selected
we will ask for the odometer
update.
There are options in the
admin tool that make this a
required activity.
Reports
End of Day
• Prints production reports
• Uploads Linked Documents
Material Usage
• Products applied and recorded
Block Leading
• Knocks
W/O Product Review
• Print-out products to be loaded
Mobile Live Production Work-Flow
1. Select Stop in Route Listing
2. Navigate to Stop
3. Review Notes on Stop
4. Start Timer
5. Do Visit
6. Enter Data on Mobile Live
7. Print
8. Exit Stop (will Stop Timer)
Before we cover the
specifics, let’s take a
moment and consider
how the most typical
stop is done.
Navigation
Mobile Live uses Google Maps to
automatically give directions to your
next stop.
Optionally, you can turn off Auto-
Navigation in your Setup Route
screen.
Notes Confirmation Screen
The Notes screen has everything you
should know about the visit:
• Call Aheads
• Flag Codes
• Last Visit
• Todays Service
• Program Rounds
• Account Info
• Etc.
Start and End Timers
Mobile Live will collect the time on
the visit:
Opening a job will prompt
you to start the timer.
Completing the job will stop
the timer.
You will not be able to enter
production on a job that has not been
started.
Start Do Service; then enter: Products, Conditions, Weather, Feedback Stop
Getting Around in Production Entry
This is the main screen
for a production visit.
Everything you do, will
be recorded here.
Account Information
Today’s Services
Add Service and Print
Production Taskbar
Drawer and Menu
Production Taskbar
PRODUCTS
FEEDBACK
WEATHER
CONDITIONS
TASK
BA
R
These will be enabled
and disabled based on
your Round/Service
production entry
settings per job in
Service Assistant.
Product Entry
Unit of Measure
Condition Entry
SERVICECATEGORY
REQUIREMENTSSEARCH BAR
CONDITIONSNOTED
Conditions are added in a
single menu.
You can make it easy to find
what you need if you use
either the category or the
search bar (or both!).
Conditions are powerful!
You can save a lot of feedback
entry if you can match a
condition to the issue the
customer is having.
Upsell Offers from Condition Codes
With one click, you can offer the
customer a preset matching service
with pricing, and a picture!
Internal Use Only Condition Code,No Customer Alerts or Upsells
Temperature, Wind, pH and Rating
Mobile Live will automatically
collect the local Temperature,
Wind Speed and Direction if you
have GPS and 3G/4G.
Rating and pH are manually
selected.
SERVICE
TEMP
WIND DIRECTION
pH
WIND SPEED
RATING
Feedback
Feedback is for a more
personalized touch on the
invoice.
Keep in mind that even if you
don’t print the invoice, there are
ways that customers can receive
this info.
SERVICE
FEEDBACKTEXT
Thank you for having us out today!
Feedback Quick Text Feature
Mobile Live has a way to save, re-
use, and mix-and-match a custom
library that you can create!
Have a line you want in the library
of Quick Texts? Simply hit the
Menu and Save it.
Want to use it? Open the Drawer
and pick it!
Open Menu,Save Text
Open Drawer,Select Text to Paste
Printer Share Setup
BLUETOOTH
PICK
PRINTER
PREVIEW
OPTIONS
PICK PAPER SIZE: LEGAL
PAGE SCALING: FIT TO PAPER SIZE
You just need to do
the Setup once.
Complete Service
From the Production Screen, press the
BACK button.
If you have details you need to enter,
you will be told what they are before it
ends the job.
Once you have met the requirements,
this will stop the timer, and upload the
results of the completed service to
Service Assistant.
That’s the basics!
Sync Completed Work; Refresh Route Listing
Mobile Live will Upload and then refresh the Route
Listing each time you complete work.
This process is much faster when you opt for
a WebService by an average of ~25% faster.
INTERNET
Add One-Time Additional Service
Mobile Live will allow you to
add a service to today’s
production if allowed.
This feature can be disabled a
variety of ways.
* Access may be disabled via Parameters.
Print Queue
Mobile Live has support for a wide
variety of print-outs.
Once you have set these, they will
stay selected.
Most commonly selected
L-810 (Front) Invoice
This is an example of the L-
810 Invoice Front.
This would be printed with the
HP Inkjet in the field.
It is perforated, making 3
sections.
Office Copy
Customer Remit
Customer Copy
L-810 (Back) Invoice with Upsell Offer
This is an example of the
L-810 Invoice Back.
This would be printed with the
HP Inkjet in the field.
It is perforated, making 3
sections.
Office Copy
Customer Copy
Customer Remit w/ Upsell
Photos and Signature
Take photos as needed from the Service
Drawer. It will be available to review from
Mobile Live and Service Assistant.
Collect a signature from the customer if
needed from the Service Drawer. It will
appear in Service Assistant’s linked
documents, and print on supported
forms.
Job Control Menu
Mobile Live has functions you can
access via the Job Control on the
service line in Production:
Punch Timer
• Start or Stop service.
Update Price
• Change this visit’s size.
Update Size
• Change service size for this visit.
Not Serviceable
• Mark service as not able to be
completed.
View Program
• Review the service/program on
the Customer Screen.
Reschedule Service
• Move service to another day.
Call Log
Users of the Call Log in SA will be
happy to see that you can quickly
enter a call in via Mobile Live with the
Quick Call Log button.
It will automatically tie the call to the
account you are working on.
This is one of the few functions in SA
with a SAVE button, when you are
done, hit ADD CALL ENTRY.
Log-in Message
Each time the user logs
into Mobile Live, they will
be prompted with the
current message.
Production Entry – Enter Payments
With Real Green
Payment Processing,
you can allow users to
take payments right at
the door!
Production Entry – Add/Remove Crew
Mobile Live can add/remove crew
members per stop, or keep them for
the entire day.
Customer Records
Mobile Live can do almost
everything a Service Assistant
user can do with an account.
Note: This and all power-user
features are easy to disable.
* Access may be disabled via Security.
Customer Records – Service/Program
Mobile Live can do almost
everything a Service Assistant
user can do with a Service or
Program/Round.
* Access may be disabled via Security.
Customer Records – View History* Access may be disabled via Security.
Review completed services anytime in Mobile Live.
Customer Records – Reprint Invoices
If you need to provide an exact copy of
the Mobile Live invoice for the
customer, you can from the History
screen of the Service/Round.
You may need to check your Print
Queue if you need a Front and Back.
Customer Records – GeoCode Location
Use Mobile Live to correct location data
for the customer, improving SA and
Mobile Live.
Customer Records – Reprint Invoices
Mobile Live allows
you to go from no
information…
…to ready to go!
OK to leave invoice on door. Dog bites.
Estimates / Proposals - Forms
Estimate / Proposals – Price Tables
Mobile Live can use
Price Tables to
calculate pricing for
Upsells and Estimates.
You can modify the
result just like Service
Assistant.
Immediately Produce Estimate
Estimate Production
If a customer agrees to an
estimate, you can be
completing the service
through Mobile Live in
seconds.
