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 tailors 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
Field Service Management
View work orders, update status, and communicate with customers and colleagues while on the go.Read More »
Maintenance Management
Manage maintenance operations effectively, track assets efficiently, and schedule maintenance tasks effortlessly.Read More »
Quote Management
Manage the entire process of creating, sending, and tracking sales quotes.Read More »
Order Management
Manage and fulfill customer orders from when they are placed to when they are delivered.Read More »
Quality Assurance
Consistent standards, high customer satisfaction. Ensure complete visibility, collaboration, inspection, corrective actions, cost analysis, compliance, and efficient processes.Read More »
Stock Count
Simplify inventory management with efficient planning and recording of stock data, including product, lot, and serial number tracking across multiple warehouses/bins.Read More »
Job Management
Stay updated on job activities, track status, and access detailed information on assemblies, operations, materials, subcontracting, and transactions.Read More »
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Field Service Management
Do your technicians complain about the paperwork? They need to remember to record the time and materials for their service. Can you not manage technicians’ service schedules and your customer billing? Pocket V Field Service is your all-in-one solution for your Service business.
- Booking Service: Using the Epicor Field Service module, your customer service can record Service Calls and create Jobs to go on-site on the mobile app. What’s more, we offer a self-service Customer Service Portal in which your customer can create request tickets to book service with you 24/7. Revenue can be generated while you are sleeping.
- Dispatch and Scheduling: You can use Field Service Scheduling Board to schedule your technicians on-site. And when Service Jobs are assigned and scheduled, your technicians will receive a notification and see all the jobs in their Service Calendar.
- Real-time data entry: Your technicians can check all the equipment-related information, including the servicing history, and contact the customer to confirm the site visit in advance. All photos and issues entered by the customer service team or submitted by the customers can be retrieved on the device. Any Job Safety Questions list can be configured to load and tick off quickly while on-site, together with site photos and notes. And as soon as the technician arrives at the site, he can start recording time and end time at the end of the visit to record time spent. No time is missed. Materials and spare parts can be entered on the application, and the price is at your customer’s quoted price. When the technician finishes his visit, all the data is ready for billing.
- Service Reports & Billing: As a complementing feature, the application offers the capability to capture both the technician’s signature for confirmation of the work, in which, in some cases, it’s your subcontractor, and the customer’s signature to acknowledge the service completion and billable time & materials. A service report can be generated on-site and emailed to your customer, and based on configuration; you can optionally invoice the customer immediately to collect payment. Money can be collected instantly, and you are now billing hassle-free.
Maintenance Management
Pocket V Maintenance Management helps businesses to manage their maintenance department with asset tracking and maintenance planning. Your team can now do more with less:
- Asset Tracking: While Epicor enables you to record your machines, assets, and tools, Pocket V allows you to update information and track them wherever you are, their location, history, and future scheduled maintenance plan.
- Preventative Maintenance: Plan your maintenance with Pocket V; now, you are planning and making your plan a reality. Your team will actively get informed of their schedule with notifications and arrange a time with a personal calendar; all jobs can now be scheduled and start on time without back-and-forth communication.
- Cost Tracking and Purchase Planning: How much does it cost our business to maintain this machine? And when is a good time to replace it? To answer this question, you rely on how much each technician remembers what they have done and when they have done it for the machines and collect to write down this information. With Pocket V, this process can become natural and time efficient. Each time your technician starts working, he can start recording time and stop time recording when he finishes, record what material is issued to the job, or backflush it. All the information is flowed back to your accounting team and updated maintenance report and costing report immediately. Therefore, materials such as spare parts can be planned, and the purchase of asset replacement can be forecasted and submitted for consideration in real time.
Quote Management
If you have salespeople on the road and need to manage your sales team, Pocket V Quote Management is the toolset you need.
- Real-time quote: When meeting your customers, you can create, print, and email your quotes directly on-site.
- Quote status tracking: You can track your quote progress throughout pre-configured workflows and update your status anytime, fast-track your sale cycle, and close more deals.
- Customer management: By freeing your team from the office desk, Pocket V empowers your customer relationship. You can get in touch with your customers with ready-to-use information from the system anytime, record your progress, book calls and increase responsiveness to any request from the customer.
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: your sales team can now create an order with Pocket V and coordinate with the logistic team to reduce the sales cycle while on-site with the customers. They know what’s the available quantity that they can order straight away for the customers.
- Inventory Tracking: If you have goods on consignment with dealers, any goods consumption can also be written off into a sales order, and a refill can be ordered using the application. Any goods receipt schedule from incoming PO or outgoing goods shipment can be checked instantly to inform your customers of the good’s status and arrival.
- Order Tracking: You need to spend hours communicating and waiting with the back office’s customer service team to check the order status. All that time now reduces to a click of a button on Pocket V. All information related to any order is now in one place at your fingertip.
Receiving
Enhance your logistic and warehouse processes with Pocket V Receiving module.
- PO Receipt and Container Receipt: By recording information on the application, your processes will be paperless. Your team will have the information on incoming POs or Containers and prepare the warehouse to receive them. Not only recording specific information such as items, quantity, and location, the processes can also be configured to include your Quality Assurance team to check your stock before it is confirmed as inventory in the warehouse.
- Barcode Scanning: You can now digitalize all warehouse information with 1D or 2D barcode scanning, remove user mistakes by scanning product information into the system, and fast-track all the data entries.
Shipping
The warehouse team typically needs to check the stock on-hand to print out a list to pick up goods for shipment. When the pickup is completed, paperwork must be printed and organized; information must be sent out to other parties to arrange transportation. All this process can now occur in one go with Pocket V Shipping.
- Fulfillment and Shipping: Orders ready to ship are available to your warehouse team to check and start their daily routine in the morning. You can create the picking list from Pocket V App, pick them as you go, and create the shipment packing slip immediately when the picking round is complete. With Pocket V on your handheld, you can print directly from the device and pick it up as you finish packing.
- Photo Capturing and Signatures: You can capture photos to go and attach to the packing slips to record the good’s status and get the driver’s confirmation signature right when handing over the shipment. Get all the evidence and history you need in one place for tracking.
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
Handling all your warehouse tasks and logistics with Pocket V Material Management.
- Inventory Transfer: instead of writing down all your material movement in your notes for someone to collect, all your inventory transfers can now be conducted on Pocket V using your handheld or mobile device.
- Material Issues and Returns: work with your Production team to seamlessly deliver Materials for Jobs and return them wherever you are on the shop floor.
- Material Queues: if you use Epicor Advanced Material Management, Pocket V allows you to process all your material queues on a handheld. While the warehouse manager can assign work without sitting behind the office desk, another team member will receive their assignment real time.
- Barcode Printing and Scanning: you can print labels and reports for any material and transaction made, barcoding and scanning any information in 1D or 2D format.
Case Management
Bringing Epicor Case management to a different level, Pocket V can help your customer service team to get in touch with your customer in real time, respond to their need, and liaise internally to assign work to relevant departments.
- Scenario-based Workflow: Tasks assignments can be configured as a workflow to respond to different cases. When your customer service team creates the ticket or automatically creates it from a customer inquiry by the Pocket V application or Customer Service Portal, a workflow is assigned to the case, and tasks are created to assign to the person in charge instantly.
- Communication and Knowledge Collection: Various calls and memos, and attachments can be added to the case to record communications between customers and your team and within the team internally. It mainly provides published resolutions to record any conclusion and resolution to the inquiry raised. At the same time, detailed resolution and classification of the case can be updated for future use.
- Information Retrieval and Tracking: from any piece of information, such as customer ID, Order Number, Part Number, Field Service Call, Equipment ID, or Serial Number, related information can be retrieved and shown on the case, and additional information created related to the inquiry such as Quote, Order, Jobs, RMA, etc. can be linked as related information for tracking in the same place. You can access all information in one place with Pocket V Case Management.
Quality Assurance
This functionality is compatible with Epicor Kinetic’s Quality Assurance, allowing direct data transmission from mobiles to the ERP system when the two instruments are integrated.
- Complete visibility into quality operations, from top-down to individual item level.
- More efficient collaboration with quality groups to resolve issues faster and improve long-term quality.
- Work-in-progress monitoring.
- Creation of nonconformant records and non-netting bins for inspections.
- Cost report generation, tracking of corrective actions, and disposal of failed parts through the Material Review Board.
- Compliance checking.
- Access to audit trails and capability to print customizable packing slips.
Stock Count
Stock Count is the inventory management solution enabling efficient planning and recording of stock data. With Stock Count, you can efficiently conduct inventory checks and record data based on product, lot, and serial numbers for various warehouses and bins. It encompasses both regular cycle counts and comprehensive physical counts of your entire inventory.
Job Management
Keep all job-related information at your fingertips with Pocket V’s Job Management.
- Quickly review and track the status of job activities, including assemblies, operations, and materials.
- Stay informed about the subcontracting status and access detailed information on job-related activities, manufacturing methods, bill of materials, bill of operations, and transaction history within the job.