Pocket V
The robust mobile ERP app for manufacturers and distributors
Have you ever been on a field trip in remote areas where cell phone coverage was poor, or your access to the internet was limited, and unable to communicate with your colleagues at the office or with customers? Has traffic, weather, or other factors ever hindered you from meeting with customers on time and completing your tasks within the allotted time? What’s your strategy for keeping track of all data while on the road? Especially when it is myriad data? To help field service technicians, salespeople, and warehouse managers overcome those challenges on field trips, Data V Tech introduces Pocket V – a mobile app that increases Epicor Kinetic‘s flexibility to a new level.
Highly versatile mobile app for manufacturers and distributors
Pocket V is a modular mobile application comprising 12 modules available on Android OS6 and later, including Quote Management, Order Management, Quality Assurance, Shipping, Receiving, Material Management, Stock Count, Field Service Management, Maintenance Management, Time & Expense Management, Case Management, and Job Management.
This solution works seamlessly with Epicor Kinetic as it aims to extend Kinetic’s flexibility to the next level. Data V Tech also curates the app to meet the customer’s specific needs and requirements, and purchasing one single module is possible.
Pocket V is a suite of out-of-the-box features for mobile, tablet, and industrial scanner users powered up with lifetime support. It is a comprehensive solution for field service technicians, salespeople, and warehouse managers.
Pocket V Main Features
Quote Management
Manage the entire process of creating, sending, and tracking sales quotes.Read More »
Maintenance Management
Manage maintenance operations effectively, track assets efficiently, and schedule maintenance tasks effortlessly.Read More »
Order Management
Manage and fulfill customer orders from when they are placed to when they are delivered.Read More »
Field Service Management
View work orders, update status, and communicate with customers and colleagues while on the go.Read More »
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Quote Management
Pocket V Quote Management module is a tool that helps businesses manage the process of creating, sending, and tracking sales quotes, including the following features:
- Quote creation: Users can create professional-looking quotes quickly and effortlessly, even with attachments and signatures, and send them to customers on their mobiles.
- Quote tracking: Pocket V users can track the status of quotes and monitor customer engagement, such as whether a quote has been viewed or accepted.
- Customer management: Pocket V empowers your customer relationship management (CRM) features by allowing you to track your sales funnels.
Receiving
Pocket V Receiving is a robust tool that can help you optimize your supply chain operations:
- Receiving and recording: This function allows users to accept shipments from PO or Container and record incoming inventory, including the quantity, location, and other relevant details.
- Barcode scanning: Pocket V users can use barcode scanning technology to quickly and accurately identify and record inventory, minimizing errors and improving efficiency.
Shipping
Pocket V Shipping app is designed to help businesses manage and streamline their shipping operations. With better visibility and control over their shipping operations, companies can reduce shipping costs and improve profitability.
- Shipping and fulfillment: You can also manage shipping and fulfillment processes, including outbound packing slips and shipment.
- Customer management: Pocket V Shipping function stores and manages customer information, such as contact details, order history, and preferences.
Time & Expense Management
Pocket V Time and Expense Management app is designed to help businesses manage and track employee time and expenses:
- Time tracking: Pocket V allows employees to track their time worked, including clocking in and out, tracking breaks, and logging time spent on specific projects or tasks.
- Expense tracking: Your employees can also track expenses, including submitting receipts and categorizing expenses by project or category.
- Project management: Pocket V users can manage projects, including tracking progress, managing budgets, and assigning tasks.
- Approval workflows: Pocket V can facilitate approval workflows, allowing managers to review and approve employee time and expenses before they are processed for payment.
- Reporting and analytics: You can instantly report job-related expenses such as travel, miscellaneous charge, meals, and accommodation. This function helps businesses monitor performance, identify trends, and optimize operations.
Material Management
Start enhancing the accuracy of your inventory records with Pocket V:
- Inventory management: Pocket V users can track inventory levels and availability across multiple locations to ensure that materials are available when and where they are needed. The functions include Inventory Transfer, Job Receipt to Inventory, Job Receipt to Salvage, Miscellaneous Materials, Issue Material, and Return Material.
- Barcode scanning: Pocket V users can use barcode scanning technology to quickly and accurately identify and track materials, minimizing errors and improving efficiency.
Case Management
Pocket V Case Management module is designed to help businesses manage and track customer or client cases or issues.
- Case tracking: The app allows businesses to track customer or client cases or issues, including creating, assigning, and monitoring cases from start to resolution.
- Collaboration and communication: Pocket V can facilitate collaboration and communication between teams and departments involved in resolving a case or issue.
- Customer or client management: Pocket V users can manage customer or client information, including contact details, case history, and preferences.
Maintenance Management
Pocket V Maintenance Management helps businesses manage maintenance operations, track assets, and schedule maintenance tasks. Here are some features you will find in the app:
- Asset checking: Pocket V allows you to track all your assets, including equipment. You can see the current status of each asset, track its maintenance history, and schedule future maintenance tasks.
- Preventive maintenance scheduling: With Pocket V, you can schedule preventive maintenance tasks based on the recommended maintenance schedules for your assets. You should be able to set up recurring maintenance tasks and receive notifications when they are due.
- Job Management: Pocket V allows you to create work orders for maintenance tasks, assign them to specific technicians, and track their progress. You are able to prioritize tasks based on their urgency and severity.
Order Management
Pocket V Order Management system can help businesses reduce errors, improve efficiency, and enhance the customer experience. With better visibility and control over the order fulfillment process, companies can also improve inventory management and reduce the risk of overselling or stockouts, particularly:
- Order processing: This app receives and processes orders from various sales channels, such as online stores, marketplaces, or brick-and-mortar locations.
- Inventory management: Pocket V helps businesses track inventory levels and availability across multiple channels to ensure products are available to fulfill customer orders.
- Order tracking: Pocket V users can track the status of customer orders in real-time, from processing and picking to packing and shipping.
Field Service Management
Pocket V Field Service Management app can provide mobile access to field service technicians, allowing them to view work orders, update their status, and communicate with customers and colleagues while on the go.
- Scheduling and dispatching: Pocket V users can schedule and dispatch field service technicians based on, e.g., location, availability, and skill set.
- Work order management: The solution can manage work orders, from creation to completion, including tracking progress, updating status, and managing invoicing and payments.
- Customer management: Pocket V can manage customer information, including contact details, service history, and preferences, and enhance communication with customers.
- Inventory management: This tool also can manage inventory and stock levels for field service technicians to ensure they have the necessary parts and equipment to complete their work.