Execute Account Management Processes Reliably and Efficiently
Capture Information from Site Visits
When outside and interacting with customers or the property, Account Managers efficiently use the Operate.ai mobile app to Capture critical information. They take pictures and benefit from features like automated mapping, voice transcription, generated comment suggestions based on image analysis, and easily set basic information like status and type.
Communicate Perfectly with Customers
Customers gain 24×7 access to an on-line Customer Property Portal showing exactly what Account Managers want them to see. Instead of a periodic e-mail update, they access the latest status on-demand. The Portal includes an Account Manager Message, and Issues, Enhancement and Highlight details that Account Managers select. All of this is assembled automatically when using the Operate.ai Mobile App.
Customers gain a map view that includes Issues, Enhancements and Highlights. Drill down to see pictures, descriptions and other up to date details.
No login required.
The Property Portal is automatically assembled from only the Items that Account Managers select from the mobile app.
An Account Manager message is displayed in the Portal for customers.
The notification e-mails that customers receive can be based on visits, changes and time intervals and include summary metrics like number of Issues closed.
Coordinate Internally for Reliable Results
Crew Leaders see Issue and Enhancement details with pictures, precise locations, descriptions and level of urgency instead of having to rely on texts and phone calls, so that expectations are met first time out. A simple workflow manages the acceptance of assignments and status updates. Operate.ai reduces the need for Account Managers to spend time in back-end systems to arrange work or revisit sites to verify completion.
Crew leaders can review Issues that require resolution or Enhancements that have been agreed to with exact locations and clear instructions.
The mobile app makes it easy to accept assignments, update the status of Issues and include pictures of completed work.
Integrations update back-end systems used for work management, billing, and corporate reporting. Save time and improve coordination without directly utilizing back-end FSM systems.
Connect with Every Customer
Operate.ai provides a Portfolio level view of properties with metrics like time since last visit, or email or other reaches. Easily identify properties that have not been engaged recently while attending to the needs of higher maintenance customers.
Access a Property Portfolio Map view via the mobile app or web browser with color coding indicating time since last automatically recorded site visit.
Review a list of all properties with last visit and last touch.
Easily select properties to email or message when scheduling future visits.
Operate.ai Services Deliver Quick Success
Implement in Days
Easily downloadable to a smartphone, with secure, reliable hosting of the back end on the Amazon Cloud. Our team handles all setup and configuration, ensuring your team quickly and seamlessly starts benefiting from Operate.ai.
Minimal Administration
User management, system configuration, seamless updates, backups, and reliable performance are managed by Operate IT staff. Data downloads in machine readable text format are available on request or on a regular schedule.
Integrate with Back-End Systems
Integration Services and APIs are provided to automate entries in back-end systems.
Task Level Integration with your Back Office Operating and Service Management System of Choice
Create Tasks across organizations with descriptions, assignees, and deadlines
Link Tasks directly to rich Issue or Enhancement data in Operate.ai for the benefit of crew leaders
Receive updates on task status
Configuration and On-Boarding Done for You
Data Import
- Organization
- Properties
- Users
- Contacts
Configuration
- Organization preferences
- User preferences
- Customer preferences
Data Integration
- Items (issues, enhancements)
- Core data (properties, users, contacts)
Training
- Administration
- Account/field management
- Crews/technicians