Stroma Software Electronic Data Capturefiles.stroma.com/members/ecobuild-2016/ecobuild-2016-tracker.pdf · Secure cloud data storage ! Conditional logic ! Real time data transmission

© Stroma Certification 2015 | Version 1.0 © Stroma Software 2016 | Version 1.0 | Page 1

Part of our 3 day Ecobuild 2016 CPD Programme

Stroma Software Electronic Data Capture



Welcome

RHI

Welcome to Stroma’s CPD session on Electronic Data Capture During this presentation we will cover: 1.  About Tracker 2.  Tracker on Desktop 3.  Tracker Mobile



��Tracker is a back office management system, combining a powerful work allocation tool with electronic and mobile data collection.

About Tracker



-  Comparables, Integration with Rightmove

-  Property Listings , Integration with Zoopla, OntheMove

-  Enhanced quotations

-  Enhanced technical survey tools

-  Improvements to UI

Tracker v3.6

Before July 2016

Tracker Development



Workflow Management: !  Manage users with custom profiles,

geographical coverage and skills !  Schedule work with diary and calendar

functions

!  Create custom job types

!  Create custom job statuses for properties and appointments

!  Input property contact information and

notes

!  Attach supporting documents

!  Connect office and field based staff

!  Transfer data securely between the field and back office

!  Store data safely in an integrated management system

!  Create management information reports Customer Management: !  Tracker Online Portal access for

customers !  Create and maintain customer accounts

!  Add services (including cost and VAT rates)

!  Run remittance advice reports by customer or project

Tracker Software – Back Office



Tracker Mobile contains a library of individual applications designed to assist mobile workers in the efficient, secure collection of data in the field.

!  High quality digital forms !  Secure cloud data storage !  Conditional logic !  Real time data transmission from field to office !  Instant data capture !  All forms customisable !  Capture electronic customer signatures !  Lookup postcodes using PAF !  Take real-time photos with GPS and time stamps !  Sketch and annotate photos to assist with site notes !  Calculation functions !  Helpful notes explain all forms

Tracker Mobile



!  No internet connection required !  High quality digital forms !  Secure cloud data storage !  Conditional logic !  Real time data transmission from field to office !  Instant data capture !  All forms customisable !  Capture electronic customer signatures !  Lookup postcodes using PAF !  Take real-time photos with GPS and time stamps !  Sketch and annotate photos to assist with site notes !  Calculation functions !  Helpful notes explain all forms

Example forms available !  Mortgage Valuation !  Home Condition Report !  RICS Condition Report (including L2 and L3) !  RICS Homebuyer Report (including L2 and L3) !  RICS Building Survey (including L2 and L3) !  Damp & Timber Survey !  Structural Survey !  Billing Report !  Survey Checklist !  Roofing Report !  EPC/OA !  Legionella Risk Assessment !  Inventory Report (check in, check out and midterm) !  Asbestos !  Tenancy Agreement !  ID Verification for eligibility to rent !  Direct debit forms !  Landlord and tenant insurance proposals !  Gas safety !  Electrical safety

Secure data collection in the field



!  Tracker Mobile stores data securely on the mobile device !  Functions online and offline !  Configurable to transfer rich data (e.g. photos) only on Wi-Fi !  No impact on data allowance

Data management



•  ��Address data validated on entry against a Postcode Verification service (PAF).

•  The flexible diary coordinates and schedules resources and site visits. Tracker is configured to allow full diary management of resources including defined postcode coverage and custom skills/qualifications.

•  Bulk issue appointments with fixed appointment times that assist end users in scheduling their own site visits.

•  Permission settings indicate user configurations for appointments being set for Accept/Reject, or as auto-accept status for fully controlled resources.

Diary Management



Tracker Mobile is available on: ! Android !  iOS

! Plus – Tracker Online Portal

Cross platform



Rightmove: • Property Listing • Comparables • Valuation Risk Rating Zoopla: • Property Listing Land Registry: • Property Sold Price • Property Type Landmark: • Address Search • EPC Lodgement • OA Lodgement

On The Market: •  Property Listing EST: •  Address Search •  EPC Lodgement •  OA Lodgement Metropix: •  Floor Plan Design Royal Mail: •  Postcode Address Search (PAF) M-Sciences: •  Text Messaging Services

Tracker offers integration with leading third party software & service vendors.

Third Party Integration



��1. Pre-qualification Lead Generator (Consumer based) •  A simple web based

survey for customers to assess their ECO eligibility and conduct a mini energy efficiency assessment.

•  Available embedded within a website or through an iPad app.

2. Booking/retrieval web

portal •  Provide your client

with access to a booking point and to all completed activities, including the inventory report and EPC data.

Both enable customer and property data to be gathered and streamed directly into Tracker.

Online Portal



Tracker features:

•  Flexible pay-per-use model •  Full branding for your business •  Manages and stores data •  Professionally presented form outputs •  Industry tested and trialled

��“Stroma Certification’s software has been invaluable in equipping our field based staff with a mobile toolkit to help them advise and support our customers more effectively. Their mobile software completes a variety of activities from data collection to mobile finance applications, meaning we can offer customers a reliable and secure route to achieve improved energy efficiency in their homes. I have been impressed by the quality of software provided by Stroma as well as the professionalism of their staff in general.” Kevin Nicol, Helplink

Tracker recap



What you can do today



Discuss our Tracker & Tracker Mobile software

Speak to us about membership

Grab a drink from the bar

Apply to our ISO 9001 and ISO 14001 scheme at www.stroma.com



Our 3 day Ecobuild CPD Programme Discover our other CPD sessions during Ecobuild… !  DEA Audit Masterclass !  Private Rented Sector (Legionella & Inventory) !  ISO 9001 and 14001 Certification !  Electronic Data Capture !  Group Competency Scheme !  New DEA Scheme Operating Requirements !  Plus seminars in North Gallery Room 19



Any questions?



Thank you for your time 0845 621 11 11 | [email protected] www.stroma.com

Stroma Software Electronic Data Capturefiles.stroma.com/members/ecobuild-2016/ecobuild-2016-tracker.pdf · Secure cloud data storage ! Conditional logic ! Real time data transmission

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