Functionality

APPLICATION FUNCTIONALITY

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Mobile App instructions
Application-Functionality

MOBILE GEO-LOCATIONS

The Zativsy application transmits a latitude-longitude location from the user’s device at durations chosen at a company level.

CUSTOMISED ENGAGEMENT FORMS

The business can generate an engagement form suited to your company needs, products and services. These forms include functionality that enables workflow to route questions based on previous answers.

IMMEDIATE DATA AVAILABILITY

The captured data uploads in real-time to the Zativsy central cloud-based server. This data can then be downloaded from the server via an API or Microsoft Excel.

ADDRESS UPDATES FROM GOOGLE

The user’s geolocation is tracked in the backend through Google Maps. The exact location can be verified by clicking on the map on the Zativsy application which shows the recorded co-ordinates.

IN-APPLICATION SIGNATURE

The application allows the customer to sign directly on the application when the user visits their business.

DOCUMENT SCAN

Documents can be scanned utilising the Adobe application on the user’s mobile device and then uploaded to the database.

MEETING SETUP

Meetings between the user and customer can be set up utilising the Zativsy application. A meeting request confirming date, time and location will be sent to the user from the system which can then be confirmed by the customer.

APP PERFORMANCE DASHBOARD

The user has a graphic view of their number of Engagements versus the average of their peers over past three months on the app. This provides an incentive to improve productivity

MONITORING

Monitoring

TIME AT OFFICE

Two offices (possibly your business’s premises and a remote office) can be specified at a user level. The system will register how much time a user spends time within 100m of these locations.

TIME AT CUSTOMER

Customers’ co-ordinates can be zoned and pre-mapped so that when a user spends more than 5 minutes within 100m of the customer locality, it registers that the user visited the customer.

TIME DRIVING

The system will denote the time versus speed at which the mobile device is travelling. When the user is travelling at more than 7km per hour then the application will automatically detect this as “time driving”.

UNACCOUNTED FOR TIME

The application can monitor time that falls outside of the other measures while the application is still active. This time excludes “time at customer”, “time at office”, “time driving”, “time on leave”, and so on.

NUMBER OF ENGAGEMENTS

The system has the ability to track the number of engagements that have been completed through customer visits as well as provide a platform to input important customer data.

CUSTOMERS AND PROSPECTS ON MAP

The system allows the user to show the location of customers and prospects on the map on the app to enable the user to locate customers in an area

TIME APP ON/OFF

Daily expected working hours are registered at a company level. The Zativsy application monitors the time when the user clocks in and out of work at the designated start and finish time. The work-time expected from a day versus the time that the application was not transmitting a location is regarded as “time app off”.

TIME OUT FOR USER

The user can opt out of being tracked during working hours and this time will be recorded as Time Not Tracked.

TIME ON LEAVE

The user has the capability to switch the application to “leave mode” when company-approved leave is given. The system will stop recording the user’s location and will record the time as being on leave.

WEB MANAGEMENT

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Dashboard instructions
Web-Dashboard

ENGAGEMENT DASHBOARD

The dashboard provides an overview of the team’s performance, on an individual basis ,and aggregated for comparative purposes.
The aim is to be able to identify the habits of the successful users in order to pass on the rest of the team.

MAPPING

Zatisvy-Circle

LOCATE STAFF ON THE MAP IN REAL TIME
REVIEW STAFF TRAVEL OVER PERIOD TO IDENTIFY INEFFICIENCIES AND PRODUCTIVITY OPPORTUNITIES