MobileMax® Office

With a full diary view available in daily, weekly, monthly and map view options, you can see at a glance exactly how your staff will be spending their days. 

To rearrange jobs to better suit your engineers, simply drag and drop events to the appropriate time. With careful planning and the help of MM Field job management software, you can reduce travel time between jobs and become more productive and efficient.

There’s almost always a couple of different ways to get a job done, whether it be with different parts or with different methods. Many customers like to hear what their options are. 

MM Office allows your engineers to create multiple estimate options and send them all at once for approval or rejection. For example, you could send 3 differently priced estimates, offering a budget, standard, and high end service.

Access your CRM Software management system where ever you are. 

Our CRM Software Management enables users to have full access no matter of signal strength of internet coverage

There’s no need to be tied to your desk when you’re using MobileMax Office job management software. 

You can use the diary management feature on iOS and Android mobiles and tablets, meaning you’re free to travel and can work from anywhere. Even when on the go, managers can add jobs and organise engineers from their smartphone.

Record all the relevant data for a property’s assets in an accurate and managed database. That includes job and work history relating to assets, linked contracts or PPMs, any associated sub-assets, and detailed location data. 

If your business utilises non-standard asset structures, we offer the ability to create custom asset classes as part of MobileMax Office Automation plan.

Service contract management can be extremely complicated, which is why MobileMax Office offers the ability to create detailed custom service contracts and assign them to customers. 

Pricing items, parts, and fair usage terms can easily be added, as well as which assets are covered by the contract. With the right tools, even complex contracts and maintenance agreements can be effectively managed and monitored. 

MM Office allows you to add skills to the system, as defined by you, these can be as broad or specific as needed for your line of work. 

Do you employ engineers with expertise in different industry areas such as gas or electrical? Perhaps some employees are trained to work on certain types of appliances or have specialised knowledge needed to complete a job. You can then assign these skills to the engineer’s profile.

Service windows allow your business to book in an appointment at a particular time—for example 9:00 – 10:00—whilst presenting a different time frame to your customer (e.g. 9:00 – 11:00). 

This means you can efficiently schedule your engineers’ jobs, whilst having greater flexibility in the event of unavoidable delays.

MobileMax Office provides reports on the cost of recalls as well as the engineers who are responsible. 

This allows you to identify training requirements and train (or retrain) staff appropriately to minimise future recalls and reduce costs.

Forget searching the diary for empty spaces and trying to decide which engineer should take a job. When you’re booking in a diary event, all you need to do is click ‘Suggested appointment’. 

The route optimisation algorithm will then get to work and find the most efficient date, time, and engineer for the job. You can easily navigate the different suggestions, which are ordered from most efficient to least efficient, before choosing the right one for the situation. Need to modify your search parameters? Make any edits and the system will update its suggestions.

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Forget carrying around multiple pads of paper certificates. MM Office enables you to access and complete a wide variety of certificates all from your mobile device. 

This offers engineers a better way of filling out certificates – faster data entry, autocompleting customer details, and customisable dropdown menus.

You may often find that you’re on site and a customer asks you to quote for small additional works or, if you’re fixing something on site and find another thing wrong, you may want to get sign off on the work before you start. 

MobileMax Office lets you create small quotations which can be immediately accepted onsite, or sent to the customer for sign-off. These can then be completed under the same job or done as part of a new job.

The office task management tool gives office managers the control they need to organise their staff, increase productivity and reduce delays. Office tasks can be easily linked to any estimate or job and assigned to the person who needs to perform the work. 

By storing office tasks alongside estimates and jobs, you can ensure that every piece of information is available in one place and jobs are tracked from beginning to end.

Engineers use a variety of tools and software to get the job done - from parts management and custom forms to analysers and monitors.

Once they’re complete you can instantly email a PDF version of the full document to your customer. 

If you’ve set up your company colour scheme, you can provide branded documents that increase brand awareness and demonstrate your professionalism.

Store all of your customers’ contact details in a secure place. You can even add companies, estate agents, landlords, and more – plus assign multiple contacts to one property. 

We know that everyone has their own preferences, that’s why you can select which communication method is preferred by each contact. You can select whether they prefer a phone call, SMS text message, email, or letter, making sure you communicate with them effectively.

With MobileMax Office communication logs, you can store information from every call, SMS, email, letter and more against the relevant customer or supplier. You’re able to centralise all your correspondence and have a complete history just a couple of taps away. 

You’re also able to customise the look of your communication logs by choosing between table or timeline views. Your staff will always be ready to answer a customer’s query quickly and accurately.

To optimise your service and maximise revenue, it’s important to get in touch with customers who haven’t yet contacted you about their service. 

MM Office can also automate this process, sending follow-up emails, SMS or letters to the appropriate customers, reducing your administrative burden. What’s more, you can get a report listing all customers who haven’t yet booked their service with the simple click of a button. It’s that easy!

Enhance communication with your customers by integrating email software directly into MobileMax Office

Improve your efficiency and be prepared with the right parts at the right time with parts management software. 

See details of each part and its current status, for example, requested, on order, available, installed, or returned. Letting you know exactly what action to take in order to effectively manage your stock of each type. With the parts operational list you can quickly order, fulfil, and mark parts as available across your jobs.

It’s not enough to just turn up to a job and do the work. In this competitive market, you must ensure that your business is profitable by tracking all of your costs. If you try to do this manually or using a spreadsheet it can be a real headache! 

By contrast, MobileMax Office makes it easy to keep accurate costs against each job, including labour, travel, sub-contractors, parts and any miscellaneous costs.

Even the best stock software and workflows can be undermined by poor stockroom organisation. 

That’s why we’ve designed our stock control feature around the daily workflows of stockrooms, from arrival and check-in of new parts, to building picking lists and engineer collection. 

Creating an extensive purchase order is easy in MobileMax Office with just a few simple steps. You can convert existing parts from a job into a purchase order, or start fresh with a blank form. 

Parts can be taken from your pre-existing database, or you can manually type items. All purchase orders have spreadsheet functionality, so you can do things like copy data down a column or undo actions with keyboard shortcuts.

Invoices can be generated from any device, at any time, in any location. Free up time for your office staff by allowing engineers to raise invoices onsite as soon as a job is complete. 

Keep them organised by creating invoice categories and invoice item categories so you can provide a clear, full breakdown of costs.

Everybody likes getting paid faster. With card payment integrations, you can get paid on site as soon as you finish the job. 

MobileMax Office will automatically sync the payment details to your customer and job history, so everything is up-to-date.

f you are using an accounting package, you can manage your customer database and engineer diaries without having to enter everything again. 

MM Office automatically sends information and records such as customer details, invoices, payments, credit notes, supplier details, supplier invoices, supplier payments and supplier credits to your accounting software.

We have already established great features for invoicing, such as PDF attachments and automated emailing. However, the invoice portal takes it to the next level. 

Customers can quickly view the invoice portal by simply clicking the link in the email you sent. The invoice displays all the needed information and can have no breakdown, be broken down by category, or have a full breakdown. 

The customer can see exactly what they owe and choose to pay it straight away.

The reporting dashboard is your go-to reporting hub. From here you can access over 30 preconfigured reports, covering a wide range of business metrics and data sources. 

If you want to generate a custom report to see data within specific parameters, you can do that too, and name it and save it for future use.

It’s a fact that every business has to keep a close eye on their finances if they’re going to turn a profit and reach new levels of success. 

With financial reporting and analytics through MM Office, you can get a full understanding of how your business is performing straight from the reporting dashboard. View sales per month, profits, expenses, debts and more using the financial reporting feature.

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Put service level agreement data directly in front of your office staff. SLAs are colour-coded to make them easy to interpret and feature a live countdown showing the time tick by, so your team doesn’t accidentally miss an SLA. 

This approach to managing service level agreements is simple, but effective, providing transparency and accountability for your staff. With automatic notifications, even the busiest teams can’t lose track of an SLA.

Paying for a full human resources (HR) system is a big expense that is likely only required by the largest field service businesses. 

MobileMax Office allows you to manage the vast majority of your company processes from one piece of software and can save you time and money. With the user management feature, you can store all the necessary information on your staff within a secure database, as well as electronic copies of important documents like certificates, licenses and P45s. 

If they have qualifications that will expire, you can include them here and set up reminders for when it’s time to renew. 

An easy-to-use security system lets you provide the right access to the right people in your business. Commusoft gives you up to 7 different security options when setting up new users ranging from limited read-only access to full read-write access. 

Whether you’re a small company wanting to limit your engineers’ access to confidential information, or a large enterprise wanting to assign specific custom security preferences to specific people,MobileMax Office smart security system will keep your business-critical data safe. It is also important to remember that data security and privacy aren’t just a nice-to-have. They are required by various national and international legal and industry mandates and you have a general duty of care to customers and employees. Commusoft gives you the tools to ensure that you are compliant on data protection.

Without effective training, it’s difficult to get the most out of any job management software. MobileMax Office covers many aspects of your business and allows you to improve and grow across the board. With training from competent and friendly staff, in a manner that best suits you, we aim to ensure you are comfortable and truly benefit from MobileMax Office all-in-one solution.

In a rush? Can’t find what you’re looking for in our Knowledge Base? Though our support materials are extensive, you might need a little more help.

Send us an email and let us deal with things while you get on with the rest of your day. With email support you can be assured that we will respond quickly to resolve your query. Our support team has very high standards and we pride ourselves on getting your questions answered fast, no matter how you choose to contact us.

Rest assured your emails will always be treated as a priority.

Whether you are unsure of something or just need a little friendly advice, give us a phone call and we will give you all the support you need.

Our support team are on hand from 9am – 10pm, Monday to Friday to help you with any part of the system.

Of course, we understand that you want to get on with running your business, not spend valuable time on the phone! So when you call us, you will quickly reach an experienced member of our support team, who will go the extra mile to get you back to work.

MobileMax Officeis offering a paid professional service that allows you to provide and define a custom certificate or form, which our expert developers will build into the software for you to use. 

Custom certificates and forms are specific and personalised to your business and will only be available to your company’s MobileMax Office users.

As a paid professional service, MobileMax Office secondary development team can build new user-requested features. This professional service team is focused on creating custom requested features, whilst our core development team remain devoted to building new features for everybody.