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Webatar Smart Business Application (WEBM)

Webatar and its modules answer the needs of businesses with consultants, technicians or reps who need to log time, create quotes or invoices on the go. For many years we have given businesses the benefits of using a mobile software with online or offline capabilities. Sync mobile data to a server once you back at the office or have a secure internet connection.

Webatar is an end-to-end solution, stable and secure. It plugs time leaks whilst providing useful management tools to further hone your management skills. Realise the potential value of billable time rather than actual value billed. Find at least 15% more time that you aren’t billing now.

 

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Webatar Module (WEBM) Features

WEBM Features

Description

Benefit

Clock in and out

Offline and Online- A clock in and clock out creates a physical, indisputable record of when an employee clocked in and out of clients visits, meetings support or training. It can be used to calculate an accurate payroll which, in turn, can lead to an accurate amount the business spent on labour

·   Accurate hours spent on each task

·   Accurate record keeping

·   Compatible with third-party for billing purposes

·   Management can easily manage employee hours

Sales Lead

Online only - Assign and monitor the sales leads on the mobile app for the sales rep

·   Improved customer service

·   Increased sales

·   Manage leads on the go

·   Generate new business on the fly

·   Improved customer retention

·   Market products and services more

Quote

Offline and Online – create quotes quickly on the fly and allow one to sign directly on the device.

·   Quotes on the go

·   Changes can be made to the quotes quickly and delivered promptly

Client Visits

Offline and Online – Capture time, travel, toll fees and stock used at a client. Aimed at consultants, technical support. This is quick and live capturing.

·   Better customer services

·   Helps to understand clients better

·   Accurate travels captured

Client Information

Offline and Online – check on customer contact information, last 15 invoices, 6 months graphs, outstanding tasks and navigate to client

·   Boosts customer Retention

·   Clients information at a touch of a button

·   Better customer knowledge

Reminders

Offline and Online – Create your own to do list or request information from other staff, once they are complete, you will receive an email back to say it is completed.

·   Recurring reminders

·   Makes it easy to follow-up on clients

·   Increased productivity

·   Increased income: Making reminders to make clients happy increase clients relations

Check List

Offline and Online – Create any template needed to create a checklist. Link this to a Asset Management item and you can check on a list. This can be used for fleet management, assets, machinery in the field.

·   Improved maintenance

·   Real time asset tracking

Support Log Ticket

Online only – Schedule and monitor logs that must be completed for clients, feedback to clients on the status of the task or give feedback on the percentage complete of the support Log.

·   Higher quality support

·   Maximum customer satisfaction

·   Faster Ticket resolution

·   Reduced ticket backlog

Booking

Online only – Allows one to book in Asset Management items to be repaired, coupled with job costing, you can quote and manage the job of the item to the point of invoicing and then finally booking out

·   Easy to manage the book in and book out calendar

 

 

WEBM Features

Description

Benefit

Activity

Online only – Directed at sales reps to monitor their target performance.

·   Sales reps perform more

·   Better sales performance

Approvals

Online only – Coupled with the Purchase Ordering system, managers can approve POs on the run, view actual quote from the supplier and agree or disagree to the PO until final approval.

·   No time wasting

·   Great internal communication

Inventory

Online only – Check the stock levels available in multiple locations.

·   Stock availability at a touch of a button

·   Stock traceability and insight

·   Real-time remote warehouse management

·    

Expenses

Online – Capture expenses on the run, take a photo of the slip and submit for approval.  Petrol, entertainment and reimbursement claims

·   Go paperless

·   Accurate claims and reimbursements

Asset Management

Online only - Track any physical item or information relating to a client. Like a cardex system or file system on clients. Allow technicians update on the run

·   No order picking errors

·   Better inventory management