Workforce Mobility Application Builder Zappflow [ZF1... · Design. Create custom applications with “no-code”. Build your own custom workforce mobility applications with supporting

Lite

Responsive web portal.

Mobile apps for iOS, Android or

Windows.

Custom work templates.

Custom forms & activities.

Custom data sources.

Import/export tools.

Photos/documents.

Menu builder/configuration.

Data view configuration.

£12per user/month (min 5 users)*

MOST POPULAR!

Runs on everything!

StandardEVERYTHING IN LITE PLUS:

Calendar-based assignment.

Recurring work/tasks.

Generic HTTP connector.

Microsoft® OneDrive™ connector.

Microsoft® Power BI connector.

Location capture.

Maps views.

Automated batch export.

Zappflow lets you build your own custom workforce mobility application in just a few

hours.

Simply configure your business processes and data sources using “no-code”, click-only

configuration and then instantly publish these to mobile apps and the web portal. The

mobile apps work on iOS®, Android™ and Windows™ and even work offline. Information

collected can be viewed in the web portal, or sent to other cloud applications for for

seamless operation with your existing systems. Its agility means it can meet your needs

today and quickly adapt as they change in the future.

EnterpriseEVERYTHING IN STANDARD PLUS:

Priority support.

Multiple accounts.

Developer API access.

Dedicated success manager.

Integrations assistance.

Success advisor review meetings.

Enterprise terms.

Choice of unlimited users with

transactional limits OR per user with

unlimited transactions.

*Excludes VAT. Billed annually. Prices correct at time of printing. Monthly billing available (refer to solarvista.com for details). Call for volume discounts.

Screens displayed show features that are dependent upon plan selected.

Workforce Mobility Application Builder

Web portal with designer.

Offline-capable mobile apps.

Cloud-based, highly secure.

Simple, all-inclusive pricing.

Uses.

You can use the same platform

& mobile apps to facilitate

multiple types of activity:

• Routines

• Projects

• Inspections

• Audits

• Installations

• Checklists

• Safety Compliance

• Quality Checks

• Repairs

• Maintenance

• Technical Service

• Feedback

Benefits.

• Avoid development costs.

• Instant design &

deployment.

• Eliminate paper/email trails.

• Avoids re-keying data.

• Improves productivity.

• Reduces IT costs.

• Improves data accuracy.

• Ensures compliance.

• Keep stakeholders updated.

• Better business insight.

• Business agility.

• Mobilise legacy systems.

£19per user/month (min 5 users)*

£callcustom pricing scenarios e.g. low or

intermittent usage, large user volume

Try FREE

for 30 days.

No credit card

required.

On-boarding We provide fixed price packages for setup & configuration. We’ll review your requirements

and setup/configure your account with you. For latest pricing & potential offers, visit

www.solarvista.com/offers

http://solarvista.com/



“I never thought I would ever find a

product suitable for what we do, which

is very specific. Now I have a workforce

mobility system that fits my needs

perfectly and even, better, I created it in

a few days.”

+44 (0) 114 221 1000

[email protected]


James Smith | My Company

Design your application.Define your data, fields, workflows, actions, forms, connections etc.


Workflow Editor

Data Definitions


Instantly creates web portal…Built with responsive design so they work on your tablet or phone too.

Designed for touch & mouse.


Example content shown. Menus and data

views will show with your specific design &

configured facilities.

+


Web portal adjusts to tablet or

smartphone use, if required.

Define your own

data sources with

named views and

columns.

Design menus for

access to your data

including work

items, data source

and calendars.

Items you design

automatically appear on a

slide menu when the

floating plus button is

pressed.

… and workforce mobile apps automatically.These work offline too, for all device types & screen sizes.

iOS™/iPad version

Screens show features dependent upon selected plan.


Options to move

from one workflow

stage to another are

displayed here.

Your configured activities

and forms, that are

relevant to the current

stage are shown here.

Red denotes a

mandatory item.

Custom fields

can be placed on

different tabs.

A timeline shows

completed or

pending

activities.

You define

workflow stages

for specific types

of work item.

Windows™ version Android™/phone version

https://play.google.com/store/apps/details?id=com.solarvista.visit.application

https://itunes.apple.com/us/app/solarvista-live-mobile/id995282144?mt=8

https://www.microsoft.com/store/apps/9NBLGGH2RVLK

Design.Create custom applications with “no-code”.

Build your own custom workforce mobility

applications with supporting web portal with ‘no

code’ in hours. Simply configure data sources with

custom fields, label, configure workflows using

simple flow-charts and setup activities/forms that

must be completed at each stage. Customise your

menus and configure validation rules and defaults.

Publish.Instantly publish to mobile apps and web portals.

Your configurations and designs are published to the

mobile apps & web portal, which then interprets

those instructions in real-time, even offline. This

means any design you create can be operational and

live in minutes. Any subsequent changes, are also

published immediately but any previous versions (or

work items in progress) are still maintained so live

apps and work in progress is not impacted.

Store.Create your own databases for your business

information.

Create your own databases with custom fields,

properties, validations and defaults. Field types can

be text, numbers, images, documents, addresses

with gazetteers, locations or true/false. Fields can

be automatically populated with data from other

data sources dependent upon lookup criteria. Data

can be uploaded easily using simple text files.

Try FREE

for 30 days.

No credit card

required.



Zappflow

+


Dispatch.Transmit work instructions to your mobile

operatives.

Send work items to mobile operatives complete

with workflow definitions, service level,

information fields & any attached documents.

Mobile apps operate online and offline and work

for all device types, including iOS, Android and

Windows.

Connect.Link with thousands of other applications or cloud

services.

Connect to several major cloud services using built-in

connectors. Microsoft® OneDrive™ & Microsoft®

Power BI is built-in, together with generic web

connector allowing connection to Microsoft® Flow or

Zapier® and therefore thousands of third-party cloud

applications and services.

Plan.Calendar shows availability of mobile operatives.

Use a calendar with timeline gantt, monthly, weekly,

daily and agenda views allow you to quickly see which

mobile operatives are free and drag & drop work items

to assign them.



Zappflow

33663 Installation

31661 Installation

33344 Installation33669 Installation

33122 Installation

33688 Repair 34737 Repair

33653 Survey

33999 Installation 33663 Installation

32323 Decommissioning

32222 Decommissioning

32009 Installation


Capture.Track activities or create easy-to-populate

electronic forms.

Use custom forms to capture information about

routine tasks or processes. Capture signatures both

before work start and/or at the end. Custom forms

can also be submitted anytime on an ad-hoc basis,

for example, outside of normal workflows.

Communicate.Automatically send emails or SMS at key

moments.

When work is at key stages in workflow, you can

configure automated actions, such as sending an

email or SMS (additional product/cost) messages.

Using automated actions, thousands of third party

products can be used to communicate to

stakeholders or to post data to other cloud

services.

Control.Workflow-driven control of activities or forms.

Lead your mobile operatives with intuitive workflow-

driven activities or form completion. Conditional flow

control within activities & forms allows specific fields

to be mandated or skipped as required. Information

can be sent immediately too, for real-time scenarios.


Visualise.See your data in real time on dashboards.

In real-time, you can optionally post data to Microsoft®

Power BI* to create informative dashboards & reports

that you can see on desktop, tablets or your

smartphone (additional subscription required).

Otherwise, all data collected is stored in the cloud and

accessible via the web portal with views that you can

configure.

Integrate.Flexible & developer-friendly REST API.

If you are an advanced user or developer, take full

programmatic control with the REST-based API

(application programming interface). Build real-

time integrations to your other cloud applications

or middleware.

Try FREE

for 30 days.

No credit card

required.

Track.Use device GPS to track key points on maps.

The mobile apps collect location data for key

points, such as workflow transitions, forms

submitted or activities completed. These locations

are collated and displayed with work items, forms

and which can be used for data analysis purposes.

Power BI screen shown



Return on investment.

-20%IT Costs

+15%Productivity

+10%Satisfaction

+12%Revenues

Try FREE

for 30 days.

No credit card

required.

No expensive development costs.

You can build applications without deep

technical knowledge; no need for

expensive developers; no need to wait

for apps; just click and save to publish.

Save time & increase productivity.

Avoid unnecessary phone calls and

manual completion of paperwork or

long-winded documents attached to

emails.

Increase business agility.

React quickly to new business demands

as you can make design changes to the

system yourself and publish these

instantly to your users.

Gain business insight.

With a built-in connector to Microsoft®

Power BI™, your data can be posted in

real-time to be displayed on

dashboards & interactive reports.

Use the devices you already own.

Because our mobile apps are available

for iOS®, Android™ and Windows™, your

operatives can use the devices they

prefer or already own.

Reduce IT costs.

The software is accessed via a modern

web browser and native mobile apps.

There's no need for additional servers or

expensive IT personnel.

Improve IT security.

We run entirely within Microsoft®

Azure™ data centres which operate to

the highest reliability, resilience and

security standards.

Easy & smooth mobile roll-out.

The mobile apps are available for free

from major app stores and updated

automatically. They are designed to be

quick to learn and easy to use.

Improve compliance.

Ensure compliance with standards and

processes by mandating key activities

at key moments and ensuring data

captured is complete and validated.

Benefits.


Specifications.

Features/services are dependent upon the plan

selected for your account.

Feature currently in preview status.

Feature available in Standard plan and above.

Feature available in Enterprise plan only.

TECHNOLOGY ARCHITECTURE

Multi-tenanted, cloud-only microservices

architecture. Uses “planet-scale” Microsoft®

Azure™ Cosmos DB with fast HTML5/

JavaScript/CSS web client plus native mobile apps

for iOS™, Android™ & Windows™.

SECURITY

128-bit SSL encryption between web browser,

apps & cloud services.

USER AUTHENTICATION

User authentication via Microsoft® Work or School

Account (Office 365), or Microsoft® Personal

Account.

WEB PORTAL

Responsive design for desktop, tablets & phones

supporting both mouse & touch input.

MOBILE APPS

Native apps for iOS™ , Android™ & Windows™.

Apps work offline or online. Installed &

automatically updated via major app stores.

Responsive & scalable to device size.

For compatible mobile OS & browser information,

visit solarvista.com/compatibility.

DATA CENTRES

Operated within Microsoft® Azure™ ISO27001

accredited data centres in UK, NL and IRL. US and

AU/NZ coming soon.

APPLICATION

CALENDARS/SCHEDULING

Calendar view for each operative viewable by

agenda, timeline, day, week & month formats.

Drag/drop from unassigned workflow stage to

assign to operative & set scheduled date/time for

working stages.

WORK ITEMS

All templates can be edited or copied to new

designs for complete customisation. Ability to add

tags for filtering in views. Work items assigned to

operatives are transmitted to the mobile apps

which then follow prescribed workflows.

S

E

WORKFLOW

Every work item is controlled by a workflow

designed to operate with the mobile apps. This

allows easy yet controlled updates at each stage

& restricts options presented to user. Choice of

workflow styles with on/off toggles for specific

stages. Each workflow stage then mandates

selected activities or forms to be completed and

controls next stage choices.

RECURRING WORK/TASKS

Automatically generate work items (to a defined

template). Optionally set to auto assign to a

specific operative. Set to recur daily, weekly,

week-days, monthly or one-time.

SIGNATURES

Capture signatures via forms using mobile apps

at any workflow stage. May be mandatory or

optional.

DOCUMENTS/PHOTOS

Attach files to work items, via web portal, which

are automatically downloaded to mobile apps.

Create document or photo fields within forms

which can be mandated at key points in workflow.

Mobile apps allow direct capture from camera

where applicable or from camera roll/library.

ROUTINES/CHECKLISTS

Create forms for routine services or compliance

checks which prompt for tasks to be performed or

data to be captured. Forms can be added to any

work item template at any stage for pre, during

and post work routines. Answers given can drive

conditional flow to skip sections.

LOCATION TRACKING

Capture location using mobile device location

services (therefore device specific) upon workflow

transitions & form submission. Locations are

displayed within maps in web portal in various

points.

MOBILE ACTIVITIES/FORMS

Design customised activities/forms for use via

mobile apps. Field types supported are Text,

Number, Decimal, Yes/No, Photo, Signature,

File/Document, Address (with Gazetteer) or Link.

Picklist and search controls to select from static

or dynamic data. Conditional flow expressions

allow skip of sections. All forms can be presented

during specific workflow stages or available

anytime.

DATA SOURCES

Create custom data sources to hold additional

information. These data sources are accessible

S

directly by picklist or search fields in other data

sources, forms or work items in web portal or

mobile apps.

DATA GATEWAY

Automatically feed data to and/or from external

data stores using configured Connectors.

DATA IMPORT

In-built tool that imports a CSV text file and

allows selection/mapping of fields to any data

source, including both static data e.g.

customers, equipment etc. & dynamic data i.e.

work items.

MANUAL DATA EXPORT

Manual selection of records within views or

using queries which then allows export to CSV

or JSON.

AUTOMATED DATA EXPORT

Optional periodic batch export of data in CSV

text format posted to connected Microsoft®

OneDrive account.

AUTOMATED ACTIONS/INTEGRATION

When work items transition through workflow

stages, when forms are submitted, or when a

data source row is edited:

• Send an email using HTTP connector and

third party email product (not included).

• Send an email using internal designer and

sending service.

• Send internal notification (within portal).

• Post to any data source via data gateway.

• Post to a Microsoft® Power BI (not

included).

• Call a third-party web service.

VIEWS & MENUS

Create custom views (or groups of views) with

filters, query expressions & column selection.

Save to main menu with custom icon/name.

Main menu in portal is fully configurable with

editable icons, naming and sections.

DASHBOARDS/REPORTING

Real-time dashboards are supported via the use

of a separate Microsoft® Power BI account (not

included - must be purchased separately).

SYSTEM

ARCHIVING

Static data e.g. customers, products etc is

permanently stored. Dynamic data i.e. work

E

E

S

S

S

S


http://solarvista.com/compatibility/







items & forms is held for 365 days after closure

and then moved to long term archived storage.

INTEGRATIONS/CONNECTORS

Microsoft® OneDrive™ with ability to read/write

files from specific location. Microsoft® Power BI

with push post to data table created via web

portal. Generic HTTPS web connector.

ONLINE HELP

From within web portal, online help is available.

Help desk tickets can also be registered via web.

Online help can also be searched using free text.

TEMPLATE LIBRARY

Select from a shared library of work item

templates and/or forms. Share your designs

publicly or only between accounts you have

access to.

GAZETTEER

Built-in worldwide database for cities, counties,

provinces, states and countries (used for

accurate and/or consistent address entries).

MULTIPLE ACCOUNTS

Operate multiple accounts from within web

portal. Connect mobile apps to multiple accounts

at one time. Useful for larger organisations to

segment data and configurations.

AUDIT

Key workflow stages displayed with each work

item.

AUTOMATED BACKUP

All data within account is backed up within data

centres automatically every four hours.

DEVELOPER API

Full programmatic control via REST-based API

(subject to fair usage throttling and limits).

UPTIME

Minimum 99% uptime per annum, including

planned maintenance periods where access may

be restricted.

PROFESSIONAL SERVICES

ON-BOARDING/TRAINING

Fixed price packages includes setup and

configuration, including work item templates &

forms if required, combined with introductory

training done remotely using web meetings.

SUPPORT/SLA

Contact with our help desk can be made via

portal or via email. Phone support is also

available on & plans. Enterprise plan support

S

offers a guaranteed response time of eight

working hours from confirmed receipt of request.

CUSTOM INTEGRATION

We will connect Zappflow to any other system

(providing it has a suitable API). Additional

charges may apply, depending upon complexity.

ES

E

E


DO YOU NEED A READY-MADE FIELD SERVICE

SYSTEM WITH ERP FEATURES?

Take a look at Solarvista LIVE

Solarvista LIVE is a ready made solution to help you run a field service

business. It’s built on Zappflow, and includes Zappflow for free!

• Stores business information such as customers, products,

agreements, sites, contacts, equipment/assets & skills/resource info.

• Holds parts/labour pricing policies and service level definitions.

• Ready-made work items for repairs, installations, surveys etc.

• Automatically computes billing or generates invoices.

• Tracks costs from specific actvities within a journal.

• Enables parts/material & inventory levels to be tracked.

• Includes many activities including labour/travel, signatures, equipment

logistics, parts used/collected etc.

For more information see www.solarvista.com/live

http://www.solarvista.com/live/









+44 (0) 114 221 1000

[email protected]


“Using the mobile app is so easy to

use. It prompts me for the exact

information required for each work

stage so information is always

accurate, timely yet quick to

complete. ”

About us.Established in 1991, Solarvista™ are the UK’s leading independent developer of workforce mobility & field service software and

have delivered hundreds of solutions to thousands of users. As an accredited Microsoft® Cloud Partner, we build our solutions in

Microsoft® Azure™ for the best combination of security, resilience and reliability. We have implemented our solutions for

companies in every type of industry and have a proven capability of delivering solutions for large enterprise as well as medium

and small businesses. Our investment in R&D has facilitated our innovative Zappflow technology and LIVE Field Service

application.

We’re used by some of the best known brands and industry leaders…

CONTACT US

Solarvista Software Limited

18 Atlas Way, Atlas North

Sheffield, S4 7QQ

United Kingdom

+44 (0) 114 221 1000

[email protected]

www.solarvista.comCopyright ® 2020 Solarvista Software Limited. E&OE. Part# ZF1-PBR-EUK-03D. Printed in United Kingdom.

Screens shown in this document are indicative only. Specifications are subject to change without notice. Preview features are accessible upon request and should not be used for business critical scenarios. Developer API access is subject to throttling. Some features dependent upon specific mobile devices. Some features described or screens shown are dependent upon choice of plan.

The trading name, "Solarvista" & “Zappflow” are trademarks of Solarvista Limited. All third party trademarks are acknowledged.


http://www.solarvista.com/

http://www.solarvista.com/

Workforce Mobility Application Builder Zappflow [ZF1... · Design. Create custom applications with “no-code”. Build your own custom workforce mobility applications with supporting

Documents