Benefits of automating delivery and field operations

Scheduling, Deliveries, and Dispatching

Quickly capture product or service needs and access customer information, product history, and resources required to shorten time between call receipt and delivery. Create daily or weekly schedules automatically or using drag-and drop tools on the graphical dispatch board utilizing colors to identify the status of each service order.

Route Planning

Provides a powerful tool for optimizing routes for appointments with ability to filter deliveries by several different criteria. Routes are plotted In Google Maps for each delivery person with lists of required resources (product or equipment). Graphically displaying the routes visually informs the dispatcher of order status with different colors enabling them to rapidly respond and make route changes. Automatically uses Google map services to optimize the route to minimize the driving time. Since the route is displayed on the delivery person's mobile device, the route will change as traffic conditions change.

Google Maps Integration

Utilizes the most popular map provider with an interface familiar to everyone. Real-time graphical information about location, drive time, etc., is available anywhere. Changes to the route are instantly redrawn and available on the technician’s mobile device.

Mobile Support Management

Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app. They will be able to access delivery information and customer data from anywhere at any time. Being a full web ERP, Insite4Coffee's Acumatica system can run on the entire spectrum of mobile devices. This is important for the companies that want laptops instead of small devices, like a phone.

Emergency Calls

Use the visual tools to add unplanned delivery or equipment support calls. Find out how changes to planned routes will affect the team with the least amount of impact to the planned schedule. Have the new order sent to the driver's mobile device.

Equipment Maintenance

If you provide equipment or service to your retailers, Insite4Coffee records the complete history of the equipment or machine installed at each customer’s site and tracks repair parts in stock. With Insite4Coffee's integration of sales and service stores the equipment records through quoting, order, delivery, installation, and then service work in the field. It also includes manufacturer, model, configuration, and schedule preventive maintenance orders. Customer equipment can be associated to recurring schedules and contracts in Insite4Coffee's Customer Management (sold as an optional application).

Inventory Management

Manage all of the inventory of product and parts in your delivery vehicles. Since inventory and purchasing are integrated, shortages can trigger replenishment orders. Inventory can be sent to a specific location and when the supplies arrive, the dispatcher is alerted to schedule the appointment for delivery.

Service Contract Management

Recurring service contracts are a significant source of revenue for franchise organizations and coffee companies that provide specialized equipment. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Your team can create and manage multiple schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.

Dashboards and Business Intelligence

All users of the system can stay up to date with the information that matters to them using Acumatica BI (business intelligence). Personalized dashboards are easily created and turn raw data into rich visuals to track progress and spot trends as they happen. Acumatica’s business intelligence can also leverage Microsoft Power BI to deliver insights from multiple data sources that are key to your business.

Team Approach to Sales and Service

Customer Management (CRM) is part of Acumatica, not a loosely integrated module. From marketing, quoting, nurturing, and stocking, and support, the customer information is visible throughout the organization providing a 360-degree field of all customer interactions. When providing equipment, the installation appointment can be scheduled while the user is in order entry.

Streamline dispatching, reduce response times, and minimize costs with the delivery suite that works with CRM, sales, inventory, purchasing, accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage. All the applications are web-based and fully mobile which is ideal for your mobile workforce. Unlike other delivery and distribution applications the user interface provides a seamless transition between applications because everything is an integrated part of the ERP, not a bolt on application.

Learn how Insite4Coffee can make your company more profitable.