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Web portal & mobile apps for iOS,
Android & Windows.
Work Items (customisable).
Mobile forms.
Customers, sites & contacts.
Products catalogue.
Equipment/assets.
Labour & parts used/required.
Break/fix codes.
Attach photos & files.
Capture signatures.
GPS location capture & maps.
Bulk data upload/assignment.
Manual data export.
Customisable views/menus.
Custom fields & workflow.
Data import tool.
Custom data storage.
£19per user/month (min 5 users)
or £193 per annum (save 15%)*
MOST POPULAR!
Runs on everything!
StandardEVERYTHING IN LITE PLUS:
Calendar-based assignment.
Recurring work.
Costing/analysis journal.
Billing/invoice generation.
Service levels/Pricing policies.
Agreements/contracts.
Inventory levels.
Follow-ups.
Expenses.
Skills/qualifications/certifications.
Territorial responsibilities & teams.
Site opening hours.
Shift patterns & rosters.
HTTP connector.
Microsoft® OneDrive™ connector.
Microsoft® Power BI connector.
Automated batch export.
Go paperless with Solarvista™ LIVE… a new kind of cloud-based workforce
mobilisation & field service system. It’s designed to be super easy to customise, work
in any browser and operate with easy-to-use mobile apps that work offline and for
every device type, including iOS™, Android™ and Windows™. Its agility means it can
meet your needs today and quickly as they change in the future.
EnterpriseEVERYTHING IN STANDARD PLUS:
Unlimited users option.
Automated work assignment.
Support SLA.
Dashboards (requires additional
Microsoft Power BI subscription).
Multiple accounts.
Developer API access.
Data audit facility.
Dedicated customer success
advisor & regular reviews.
Automated email or SMS.
*Excludes VAT. Prices correct at time of printing. Call for volume discounts. Screens displayed show features that are dependent upon plan selected.
Workforce Mobilisation & Field Service
Web portal.
Mobile apps for all devices.
Cloud-based, highly secure.
Simple, all-inclusive pricing.
Uses.
You can use the same platform
to facilitate multiple types of
activity.
• Routines
• Inspections
• Audits
• Installations
• Checklists
• Safety Compliance
• Quality Checks
• Repairs
• Maintenance
• Technical Service
and many more.
Benefits.
• Saves time.
• Reduces IT costs.
• Eliminates paper or email
trails.
• Instant design &
deployment.
• Improves data accuracy.
• Ensures compliance.
• Keeps stakeholders
updated.
• Enables better business
insight.
• Improves cashflow.
£33per user/month (min 5 users)
or £336 per annum (save 15%)*
£callselect unlimited users/allowance or per
user/unlimited allowance*
Try FREE
for 30 days.
No credit card
required.
TMSolarvista LIVE
On-boarding We provide fixed price packages for setup & configuration. We’ll review your requirements
and setup/configure your account with you. For latest pricing & offers , visit
www.solarvista.com/offers
TMSolarvista LIVEWorkforce Mobilisation & Field Service
“I now have an agile business. I can
make customisations in minutes and
my operatives can use apps for their
own devices, installed easily from
public app stores.”
+44 (0) 114 221 1000
TMSolarvista LIVEWorkforce Mobilisation & Field Service
Easy-to-use, web portal.Built with responsive design so they work on your tablet or phone too.
Designed for touch & mouse.
+
Adjusts to smartphone format
Screens show features dependent upon selected plan.
TMSolarvista LIVEWorkforce Mobilisation & Field Service
Intuitive, mobile apps. That work offline too, for all device types & screen sizes.
iOS™/iPad version
Windows™ version
Android™/phone version
Screens show features dependent upon selected plan.
Store.Holds all your business information.
Store all the information you need to run your
operation, including customers, sites,
equipment/assets, products, inventory info, pricing
policies, agreements/contracts, service levels,
rosters, skills, qualifications, territories,
responsibilities, knowledgebase and your process
definitions.
Plan.Calendars show availability of mobile operatives.
Timeline, monthly, weekly, daily and agenda views
allow you to quickly see which relevant mobile
operatives are free and drag & drop work items to
assign them. Calendars can show other non-
working time via rosters, shift patterns and
leave/holiday requests.
TMSolarvista LIVEWorkforce Mobilisation & Field Service
Dispatch.Transmit clear work instructions to operatives.
Send work items to mobile operatives complete
with workflow definitions, service level,
information fields & any attached documents.
Mobile apps operate online and offline and work
for all device types, including iOS™, Android™ and
Windows™.
Try FREE
for 30 days.
No credit card
required.
Bill.Automated generation of bills using pricing policies.
Billing is automatically calculated from your own rules and
generated automatically for completed work or recurring fees
from service agreements. This billing data can be posted to
other cloud services or exported to cloud applications.
TMSolarvista LIVEWorkforce Mobilisation & Field Service
Inform.Sync job status & activities from mobile.
Get real-time feedback of workflow stage, labour
& travel time & geographic location. Apps only
prompt for information at the correct stages to
ensure ease of use. Information entered is clearly
displayed in a timeline.
Capture.Track parts, notes, photos, signatures & forms.
Record parts/materials used or required, add notes, or
use camera for photos. Use custom forms to capture
information about routine tasks or processes. Capture
signatures both before work start and/or at the end.
Custom forms can also be submitted anytime on an
ad-hoc basis.
Feature available on Standard plan and above.
Visualise.Build dashboards with Microsoft® Power BI.
In real-time, you can post data to Microsoft®
Power BI to create dashboards & reports that you
can see on desktop, tablets or your smartphone
(additional Microsoft® Power BI subscription
required). Otherwise, all data collected is stored in
the cloud and accessible via the web portal with
views that you can configure.
Upload.Import tool for every type of data.
Import your data using the in-built data import
utilities that read CSV text files and assist with
mapping to the correct fields. You can import your
static data as well as new work items.
TMSolarvista LIVEWorkforce Mobilisation & Field Service
Communicate.Automatically send emails or SMS at key moments.
When work is at key stages in it’s workflow, you can
configure email or SMS (additional product/cost)
messages to be sent automatically. Using automated
Actions, thousands of third party products can be used
to communicate to stakeholders.
Power BI screen shown
Connect.Read and write information to/from other cloud
apps.
Connect to several major cloud services using built-in
connectors. Microsoft® OneDrive™ & Microsoft®
Power BI is built-in, together with generic web
connector allowing connection to Microsoft® Flow or
Zapier® and therefore thousands of third-party cloud
applications and services.
TMSolarvista LIVEWorkforce Mobilisation & Field Service
Integrate.Modern, developer-friendly API.
If you are a developer, take full programmatic
control with the REST-based API (application
programming interface). Build real-time
integrations to your other cloud applications.
Try FREE
for 30 days.
No credit card
required.
Customise.Make it your own with in-built designer tools.
Built upon our innovative Zappflow™ technology, it
enables full customisation of fields, entities,
workflows, forms, actions, menus, and
communications. You can even create your own
data storage. These customisations are instantly
published to the web portal and mobile apps.
Return on investment.
TMSolarvista LIVEWorkforce Mobilisation & Field Service
-20%IT Costs
+15%Productivity
+10%Satisfaction
+12%Revenues
Try FREE
for 30 days.
No credit card
required.
Deliver better service.
Create workflows that exactly match
your specific customer or business
needs. Operatives are prompted for
specific information at key stages.
Save time & increase productivity.
Avoid unnecessary phone calls and
manual completion of paperwork or
long-winded documents attached to
emails.
Increase business agility.
React quickly to new business demands
as you can make design changes to the
system yourself and publish these
instantly to your users.
Gain business insight.
With a built-in connector to Microsoft®
Power BI™, your data can be posted in
real-time to be displayed on
dashboards & interactive reports.
Use the devices you already own.
Because our mobile apps are available
for iOS™ , Android™ and Windows™,
your operatives can use the devices
they prefer or already own.
Reduce IT costs.
The software is accessed via a modern
web browser and native mobile apps.
There's no need for additional servers or
expensive IT personnel.
Improve IT security.
We run entirely within Microsoft’s Azure
data centres which operate to the
highest reliability, resilience and security
standards.
Easy & smooth mobile roll-out.
The mobile apps are available for free
from major app stores and updated
automatically. They are designed to be
quick to learn and easy to use.
Improve cashflow.
Automated calculation of bills means
you can send invoices or post data to
your accounting software as soon as
work is completed.
Benefits.
TMSolarvista LIVEWorkforce Mobilisation & Field Service
Specifications.
Features/services are dependent upon the plan
selected for your account.
Feature currently in preview status.
Feature available in Standard plan and above.
Feature available in Enterprise plan only.
TECHNOLOGY ARCHITECTURE
Multi-tenanted, cloud-only microservices
architecture. Uses “planet-scale” Microsoft®
Azure™ Cosmos DB with fast HTML5/
JavaScript/CSS web client plus native mobile apps
for iOS™, Android™ & Windows™.
SECURITY
128-bit SSL encryption between web browser,
apps & cloud services.
USER AUTHENTICATION
User authentication via Microsoft® Work or School
Account (Office 365), or Microsoft® Personal
Account.
WEB PORTAL
Responsive design for desktop, tablets & phones
supporting both mouse & touch input.
MOBILE APPS
Native apps for iOS™ , Android™ & Windows™.
Apps work offline or online. Installed &
automatically updated via major app stores.
Responsive & scalable to device size.
For compatible mobile OS & browser information,
visit solarvista.com/compatibility.
DATA CENTRES
Operated within Microsoft® Azure™ ISO27001
accredited data centres in UK, NL and IRL. US and
AU/NZ coming soon.
CUSTOMISATION
Built with Solarvista™ Zappflow™ Ultra Rapid
Mobilization Platform, enabling all data, work
items & forms to be customised easily & with
instant publishing to web portal & mobile apps.
User can add/remove fields, edit labels, data
types, validation & configure workflows to specific
needs.
APPLICATION
CUSTOMERS
Stores customer name, address, phone, email,
contact, billing currency, tax rate, time zone,
opening hours, territory, & required certifications
in & above.
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SITES
Linked to customers, or may be independent,
stores address, contact & preferred operatives.
On site access certifications, territory & opening
hours in & above.
CONTACTS
Stores names and roles for contacts associated
with customers, sites & suppliers. Holds
communication permissions (useful for GDPR
compliance).
PRODUCTS
Used for parts, materials & equipment. Stores
code, description, category, unit, manufacturer &
part number, cost price, selling price & supplier.
EQUIPMENT/ASSETS
Optionally linked to sites, optional link to product,
description, serial number, specific location in site.
Optional service level, agreement, optional start
date and/or end date, charge in & above.
SERVICE LEVELS
Used with work items, customers, agreements &
equipment, these define how quickly & when
service service should be provided. Holds name,
days of week, hours of day, response and
complete timeframes (in hours) & validity dates.
In addition, holds charge rates for
working/travelling labour and distance.
AGREEMENTS/CONTRACTS
Holds service relationship between your
organisation and customer. Stores customer,
start and end dates, service level, charge, tax rate,
billing interval, and pricing policy applicable.
SKILLS/QUALIFICATIONS/CERTIFICATIONS
Holds skills, qualifications & certifications ready
to be assigned to operatives, including validity
dates. Used with calendar feature to assist with
work item assignment.
CALENDARS/SCHEDULING
Calendar view for each operative viewable by
agenda, timeline, day, week & month formats.
Drag/drop from unassigned workflow stage to
assign to operative & set scheduled date/time for
working stages. Automatic filtering of mobile
operatives by criteria based upon each work item
to be scheduled (manual option available also).
SHIFTS/ROSTERS
Operatives can be assigned to Rosters which
refer to Shift Patterns which then automatically
create non-working time in Calendars.
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LEAVE/HOLIDAYS
Mobile operatives can submit requests for
leave/holiday time. These appear in web portal
for approval. Once approved, non-working time
is marked in calendars.
SICKNESS NOTICES
Mobile users can report immediate
unavailability due to sickness. This is
immediately marked in calendars.
WORK ITEMS
Ready-made templates for various styles of
work, including:
- Generic (comprehensive/all features)
- Field Repair
- In-house Repair
- Depot Repair
- Installation
- Field Maintenance
- In-house Maintenance
- Survey
- Field Task
- In-house Task
- Help Desk Call
All templates can be edited or copied to new
designs for complete customisation. Ability to
add tags for filtering in views. Work items
assigned to operatives are transmitted to the
mobile apps which then follow prescribed
workflows.
WORKFLOW
Every work item is controlled by a workflow
designed to operate with the mobile apps. This
allows easy yet controlled update of stage &
restricts options presented to user. Choice of
workflow styles with on/off toggles for specific
stages. Each workflow stage then mandates
selected activities or forms to be completed and
controls next stage choices.
RECURRING WORK
Automatically generate work items (to a defined
template). Optionally set to auto assign to a
specific operative. Set to recur daily, weekly,
week-days, monthly or one-time.
LABOUR
Labour time is tracked in real-time as operatives
move through workflow stages that are marked
as schedulable. Extra labour can also be
recorded outside of real-time workflow and
optionally for other operatives if required.
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PARTS/MATERIALS
Record parts used using search facility to
Products. Record quantity used & optional selling
price. Create requests for parts required which
are viewed within web portal. Record when parts
are collected from suppliers or when moved from
one location to another.
INVENTORY
Optional tracking of quantities by product and
location (text location code, user, vehicle or
office/depot). Updated from actvities submitted
via mobile operatives (or may be synchronised to
an external inventory management system
where feasible (extra charges apply).
BREAK/FIX ANALYSIS CODES
For repair-style work, record Problem and
Resolution codes during activity. In record
Symptoms and Cause too.
NOTES
Enter unlimited free text notes via mobile (also
allows voice-based input, if device supports it).
ACTIONS DONE
Enter multiple actions via mobile apps to track
activity. Actions can also be used to enable easy
entry to combine labour and a selection of
products which are automatically added to the
work item and optionally charged for .
QUOTE
Operatives may create simple (assumed one to
few lines, parts & labour) quote via mobile apps
with reference to products and pricing. This may
then be forwarded to other systems or be
configured to send confirmation emails.
FOLLOW-UPS
Set a future reminder with date/time, note and
optional named user. Follow-up information
appears within web portal and can be assigned to
mobile operatives for viewing via mobile apps.
BREAK & WAITING TIMES
Mobile operatives may track breaks (non-
working time) as well as time spent waiting e.g.
where access is not available.
PROJECTS
Work items may be processed as part of a
project, with option to consolidate
billing/invoices. Mobile operatives can supply
simple project updates including summary status
reports and progress percentages which are
posted to Project record for review.
LONE WORKING
Mobile operatives can send notices from mobile
of a lone working risk period ahead which is
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displayed as an internal notification within portal
(not BS 8484:2016 compliant). Actions can be
used to connect to other messaging systems
(additional configuration - extra charges apply).
SIGNATURES
Capture signatures via forms using mobile apps
at any workflow stage. May be mandatory or
optional.
DOCUMENTS/PHOTOS
Attach files to work items, via web portal, which
are automatically downloaded to mobile apps.
Create document or photo fields within forms
which can be mandated at key points in
workflow. Mobile apps allow direct capture from
camera where applicable or from camera
roll/library.
ROUTINES/CHECKLISTS
Create forms for routine services or compliance
checks which prompt for tasks to be performed
or data to be captured. Forms can be added to
any work item template at any stage for pre,
during and post work routines. Answers given
can drive conditional flow to skip sections.
MISSED SLAs
When an SLA performance point is missed, the
impact upon customer, duration of time late and
reason why missed may be captured. This is
posted to a consolidated ‘Performance’ data
source for review/analysis.
JOURNAL & ANALYSIS
Automatic calculation of costs and charges,
where applicable. Automatic analysis by other
dimensions e.g. period, type of work, location,
customer/industry, product/equipment,
parts/materials, actions, commercial &
contractual, resources, break/fix coding,
knowledge and account or work ownership. This
data facilitates in-depth, but easy analysis of
profit/loss from any business perspective.
BILLING/INVOICES
Automatically generate invoices (or billing data)
from completed work items using rules set in
products, pricing policies and service levels.
Billing is generated using the currency set within
the customer record. Automatically generate
invoices (or billing data) for agreements with
recurring billing at key intervals.
LOCATION TRACKING
Capture location using mobile device location
services (therefore device specific) upon
workflow transitions & form submission.
Locations are displayed within maps in web
portal in various points.
HISTORY
Key information from any work item activity is
posted to a consolidated ‘History’ data source
for easy viewing of customer, site, work history.
KNOWLEDGEBASE
Mobile operatives can post Q&A style
information to an internal ‘Knowledgebase’
data source. Break/Fix coding is also optionally
posted too.
CONTACT/CRM
Customer relationship events such as phone
calls, notes, or meetings can be posted via web
portal or from mobile apps (these are populated
to consolidated ‘History’ data source) and
associated with customers, sites, contacts,
agreements and/or projects.
MOBILE FORMS
Design customised forms for use via mobile
apps. Field types supported are Text, Number,
Decimal, Yes/No, Photo, Signature,
File/Document, Address (with Gazetteer) or
Link. Picklist and search controls to select from
static or dynamic data. Conditional flow
expressions allow skip of sections. All forms
can be presented during specific workflow
stages or available anytime.
ACCOUNTING LEDGER CODES
Automatic determination of accounting ledger
codes (General, Cost Centre & Dept) for any
posted invoice or journal line item based upon
heirachy of rules applied to determine it (simple
defaults though to complex mapping).
DATA SOURCES
Create custom data sources to hold additional
information. These data sources are accessible
directly by picklist or search fields in other data
sources, forms or work items in web portal or
mobile apps.
DATA GATEWAY
Automatically feed data to and/or from external
data stores using configured Connectors.
DATA IMPORT
In-built tool that imports a CSV text file and
allows selection/mapping of fields to any data
source, including both static data e.g.
customers, equipment etc. & dynamic data i.e.
work items.
MANUAL DATA EXPORT
Manual selection of records within views or
using queries which then allows export to CSV
or JSON.
TMSolarvista LIVEWorkforce Mobilisation & Field Service
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AUTOMATED DATA EXPORT
Optional periodic batch export of data in CSV text
format posted to connected Microsoft® OneDrive
account.
AUTOMATED ACTIONS/INTEGRATION
When work items transition through workflow
stages, or when forms are submitted, or when a
data source row is edited:
• Send an email using HTTP connector and third
party email product (not included).
• Send an email using internal designer and
sending service.
• Send internal notification (within portal).
• Post to any data source via data gateway.
• Post to a Microsoft® Power BI (not included).
• Call a third-party web service.
VIEWS & MENUS
Create custom views (or groups of views) with
filters, query expressions & column selection.
Save to main menu with custom icon/name. Main
menu in portal is fully configurable with editable
icons, naming and sections.
DASHBOARDS/REPORTING
Real-time dashboards are supported via the use
of a separate Microsoft® Power BI account (not
included - must be purchased separately).
SYSTEM
ARCHIVING
Static data e.g. customers, products etc is
permanently stored. Dynamic data i.e. work items
& forms is held for 365 days after closure and
then moved to long term archived storage.
INTEGRATIONS/CONNECTORS
Microsoft® OneDrive™ with ability to read/write
files from specific location. Microsoft® Power BI
with push post to data table created via web
portal. Generic HTTPS web connector.
ONLINE HELP
From within web portal, online help is available.
Help desk tickets can also be registered via web.
Online help can also be searched using free text.
TEMPLATE LIBRARY
Select from a shared library of work item
templates and/or forms. Share your designs
publicly or only between accounts you have
access to.
GAZETTEER
Built-in worldwide database for cities, counties,
provinces, states and countries (used for accurate
and/or consistent address entries).
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MULTIPLE ACCOUNTS
Operate multiple accounts from within web
portal. Connect mobile apps to multiple accounts
at one time. Useful for larger organisations to
segment data and configurations.
AUDIT
Key workflow stages displayed with each work
item.
AUTOMATED BACKUP
All data within account is backed up within data
centres automatically every four hours.
DEVELOPER API
Full programmatic control via REST-based API
(subject to fair usage throttling and limits).
UPTIME
Minimum 99% uptime per annum, including
planned maintenance periods where access may
be restricted.
PROFESSIONAL SERVICES
ON-BOARDING/TRAINING
Fixed price packages includes setup and
configuration, including work item templates &
forms if required, combined with introductory
training done remotely using web meetings.
SUPPORT/SLA
Contact with our help desk can be made via
portal or via email. Phone support is also
available on & plans. Enterprise plan support
offers a guaranteed response time of eight
working hours from confirmed receipt of request.
CUSTOM INTEGRATION
We will connect LIVE to any other system
(providing it has a suitable API). Additional
charges may apply, depending upon complexity.
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TMSolarvista LIVEWorkforce Mobilisation & Field Service
TMSolarvista LIVEWorkforce Mobilisation & Field Service
“Using the mobile app is so
easy to use. It prompts me for
the exact information required
for each work stage so
information is always
accurate, timely yet quick to
complete. ”
+44 (0) 114 221 1000
About us.Established in 1991, Solarvista™ are the UK’s leading independent provider of workforce mobilisation & field service software
and have delivered hundreds of solutions to thousands of users. As an accredited Microsoft® Cloud Partner, we build our
solutions in Microsoft® Azure™ for the best combination of security, resilience and reliability. We have implemented our solutions
for companies in every type of industry and have a proven capability of delivering solutions for large enterprise as well as medium
and small businesses. Our investment in R&D has facilitated our innovative Zappflow™ technology which Solarvista™ LIVE is built
upon.
TMSolarvista LIVEWorkforce Mobilisation & Field Service
We’re used by some of the best known brands and industry leaders…
CONTACT US
Solarvista Software Limited
18 Atlas Way, Atlas North
Sheffield, S4 7QQ
United Kingdom
+44 (0) 114 221 1000
www.solarvista.comCopyright ® 2019 Solarvista Software Limited. E&OE. Part# LV1-PBR-EUK-02A. Printed in United Kingdom.
Screens shown in this document are indicative only. Specifications are subject to change without notice. Preview features are accessible upon request and should not be used for business critical scenarios. Developer API access is subject to throttling. Some features dependent upon specific mobile devices. Some features described or screens shown are dependent upon choice of plan.
The trading name, "Solarvista" & “Zappflow” are trademarks of Solarvista Limited. All third party trademarks are acknowledged.
