Webatar Smart Business Application (WEBM)
The Webatar Smart Business Application is a secure, mobile workforce solution designed for consultants, technicians, field service teams, sales representatives, and remote employees who require access to business information while working away from the office. Supporting both online and offline operation, Webatar enables users to capture information in the field and synchronise data with the ERP system once connectivity becomes available.
The application allows users to manage time tracking, sales leads, quotes, client visits, support tickets, purchase order approvals, expenses, inventory enquiries, asset management, bookings, checklists, and customer information directly from a mobile device. By capturing information at the source, businesses can reduce administrative workload, improve data accuracy, and ensure critical information is available in real time.
Designed to help organisations eliminate unbilled time and improve operational visibility, Webatar provides managers with greater control over workforce activity, customer interactions, inventory, and service delivery. With integrated sales, support, purchasing, and operational functionality, staff can work more efficiently from any location while delivering a higher level of customer service and responsiveness.
Key Benefits
- Mobile workforce management with online and offline access to critical business information.
- Improved time capture and billing accuracy through integrated clock-in, clock-out, time logging, and expense management.
- Stronger sales performance through lead management, activity tracking, target monitoring, and quote generation.
- Real-time inventory, asset, and customer visibility from anywhere.
- Faster approvals and streamlined business processes with remote purchase order approvals and workflow management.
- Enhanced customer service and support tracking through integrated CRM, bookings, and support ticket management.
- Reduced administration and paper-based processes through digital forms, checklists, expense claims, and receipt management.
- Increased profitability by reducing time leakage, improving data accuracy, maximizing billable hours, and increasing operational efficiency.
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 |
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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 |
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