FIELD Super App: Mobile FOREMAN for field documents

Welcome to Plexxis Products Highlights where we feature quick takes and useful tips on key product features. If you prefer to follow along with a video, just click on the YouTube link included under the title and at the end of this blog. Enjoy!
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Foreman’ SUPER APP’ for Subcontractors

Super Apps solve the two biggest problems in mobile apps and construction – app fatigue, which is when you have to use four or five or six different apps throughout your day and lack of integration. The flight analogy works well here, a super app is like the direct flight, and fragmented apps is like the flight with four or five or six different stopovers. You still get to the destination, but the trip is just horrendous.

Say you are a foreman on the job with your iPad. You could just go into your job information app and get basic information, including the safety certification and experience of all the employees on the job. Also, you can dig in at any point and get a live material breakout of estimated versus purchase with remaining and percent spent by subsection. It also includes pending and approved change orders. You can also get a live labour breakout with remaining man-hours and man-days, including pending and approved change orders.

Now, if you wanted to know what change orders are impacting the budget, you could dig into the documents hitting the job, go into contracts and view the documents. Every document that comes into the app is a foreman version, and we automatically remove pricing.

This is a hyper-converged system, any purchase order that is created from the ERP will automatically be synced with the foreman app, but pricing is removed. The foreman can come in, see all the quantities that are going to show up, take pictures of the packing slip, and do their markups. This way, AP automatically gets the information to complete a receipt accurately.

If you need to create a purchase order requisition, sometimes you need materials that aren’t necessarily in the working budget. You can open the ‘Material Request Form’ and create a new purchase order requisition. Select the item using the item picker, enter in the specifications and quantities and click submit.

If you need something off the working budget, no problem. The budgeted materials are going to be made available to the foreman. The foreman must only edit the new quantities and submit the request; it’s that easy. This will automatically go to the purchasing manager in the requisitions tab, populate the purchase order screen, and automatically price out according to pre-sets or jobs special pricing. All the purchasing managers must do is eyeball it, approve, and send it out.

The app is a money saver when it comes to T&M tickets & extra work order authorizations. You can come in here and create a new work completion authorization. Add in the labour hours and enter in the material (from either the working budget or all items in the database). We always recommend collecting as much evidence to act as supplementary documentation to help you get paid. Take pictures and upload them to the photos/notes section. Lastly, get the signatures you need. When you complete this T&M ticket, it creates the actual PDF itself that goes out into the real world. This is important because when you go to get the customer signature, it’ll overlay on top of the PDF that they see they are signing, and that’s critical for them to get the signature. You can get the customer’s signature on the spot, and they can enter in their name. 

What’s cool about the T&M ticket app is that it is a hyper-converged super app. That T&M ticket will automatically go into the contract screen and automatically price out according to the pre-sets set in the job. All the project managers must do is just validate that the information is correct before they send it out, and it sends out a complete package with the actual change order and the T&M ticket copy right in the exact same package. This way, you have all the evidence that you need to help you get paid.

Custom forms, foreman dailies, job photos, and notes can all be done in this app. It’s a super app. You don’t have to go into other applications to complete your core field tasks. It is all in one place, one app, no setup. Here is a simple example of a foreman’s daily field report. If you click on the manage forms button, you can create your own custom form and as many as you want. It’s effortless to do so. All you need to do is drag in the sections you require. If you want signature fields or all your time entries from the day, just drag in those fields. Yes, this is a complete labour management and time tracking app as well. We’re going to cover that topic in another blog.

The super app also offers a tools and equipment section for easy sign-in and sign-outs. This is a manual sign-in and sign-out; there is no scanning feature. You can assign employees to equipment and tools or move tools and equipment from job to job or job to employee. All of this is synced with the ERP and the backend. 

This is an online and offline app. It doesn’t matter if you are working in an area with poor internet. The information on the app will be as recent as your last sync, and the most important part is that you can complete your task. When you get into an area with a strong Wi-Fi connection, you just need to sync, and everything you did offline will be synced with the ERP. 

Purchase Order Requisition From The App With Next To No Typing

Create and send material requests from the iPad with next to no typing as all item catalogues and budgeted items are available for quick selection. The Plexxis digitized workflow enables material requests to be converted into purchase orders easily. So, the number of actions required to complete the transaction is exponentially reduced.

Employee Safety Certificates and Experience Level Viewing

Enable foreman and supervisors to assign the right employee for the right job with the appropriate skills, experience, and safety certifications. Plexxis automatically distributes employee information that helps improve productivity.

Foreman’ SUPER APP’ for Subcontractors