Category Archives: Facility Management

Property Management Apps: Key Benefits and Features to Look for when Deciding

Property management representatives in a variety of industries, such as real estate, facility management, storage management, commercial property management, have traditionally used paper forms to record their field activities, e.g. property evaluation forms, rental applications, contract agreements, and more.

These methods have been prone to errors that only multiply as the use case becomes larger. Errors range from data entry mistakes to plain old “dog ate my forms.” Transcribing hand-scribbled notes while on the road is also challenging. Old-school digital technologies (pdfs, excels) have gone a long way in mitigating some of these issues.

These order entry methods cost an enormous amount of time and money. For property management representatives in the field, handwriting orders on a form can be a tedious and time-consuming task; paper printouts of relevant forms is also very expensive and wasteful. All these limitations reduce the productivity of the sales reps while also impacting customer satisfaction.

To truly capitalize on modern day tools these sales and customer service reps will need to transition to the mobile phones and apps, with always-on connectivity and access to up-to-date customer information at their fingertips.

Property management companies, big and small, are turning to mobile apps to utilize advanced form capabilities that have previously been unavailable. Apps can store forms and other related data in the secure, reliable cloud system. Form data can be available on multiple systems for multiple users and can easily share evolving information in real time. Additionally, automation allows the configuration of alerts based on data inputted in real time, notifying management when further actions are needed.

Never encounter another case of the human error that can take place when using paper forms.
Mobile forms eradicate the hassle and cost of paper forms.The flexibility offered by creating, editing, and sharing forms in real-time establishes mobile forms as an advantageous supplement in any industry with field employees, notably the property management industry.

End the Hassle of Paperwork
Real estate agents and property managers are often seen accompanied with stacks of paper, including: contracts, evaluations, contact information, etc. Transferring these multiple documents onto a digital screen multiplies the efficiency of your daily activities. Powerful mobile forms apps give you the freedom to upload pre-created HTML forms or create your own using the easy-to-use interface.

Save Time with In-App Signatures
Client signatures are often required for property managers. Instead of collecting a signature on paper, transporting it back to the office, and often requiring a follow up. With in-app forms feature- reps can collect and store signatures. Save time and increase productivity by removing the inconvenience of chasing signatures. In addition to signatures, forms can store QR or barcode scans, pictures, and notes.

Handle Unforeseen Circumstances with GPS Location
Tackle any sudden maintenance or repair issue with customized reporting and tagged GPS location. Messaging, signature collection, QR/ bar code scanning, and photo capture capabilities can supplement any situation that requires immediate attention or assistance.

Automated Alerts
Employees would have the ability to collect equipment readings in the field and trigger immediate alerts if maintenance and repairs are required.

myGeoTracking is a cloud-hosted, carrier grade location and messaging platform that helps SMB and Enterprise businesses better manage their mobile employees by improving productivity and accountability, while reducing payroll and operations costs with solutions such as GPS tracking & time clock, Lone worker safety, Automation of field activity monitoring, Mobile forms & data collection including signature, notes, pictures, barcode/QR code, etc. The myGeoTracking platform enables these solutions across a wide range of industries such as field service management, trade services, emergency responders, sales reps, transportation & logistics and home health care providers.

Geofencing 101: A Primer on Field Service Automation

If you have a team of mobile employees, it’s likely that you’re acquainted with the term “geofencing”.  If not, this post will reveal a secret tool that can help automate your field service operations and improve overall workforce productivity for your business.

What is Geofencing?

Geofence in a virtual perimeter/boundary (a fence) around a particular location on a map. The location can be any area of interest such as your office, home, warehouse, customer place, job sites and more.  By marking the area on a map, you can automatically monitor activity such as entry, exit and the time spent inside the area.

Geofencing: How It Works

Modern workforce management tools such as the myGeoTracking platform use a combination of GPS, Cellular data, and Wi-fi signals to accurately detect events and activities.

Why You Need Geofencing

Geofencing is an adaptive and easy-to-use tool that adds a lot of value to the overall business.  Here are some scenarios and use-cases:

Payroll, Attendance Verification, and Billing

Perhaps the most common application of geofencing in a mobile workforce scenario is for verifying employee attendance at a site.  When an employee clocks in and clocks out, a geofence lets you compare and validate their time with respect to their job site.  Modern tools such as myGeoTracking eliminate the need for employees to manually clock in and clock out by automatically detecting their presence and clocking them in/out.

Visit Verification

Geofencing helps verify visits your employees make.  This is very useful if your employees are supposed to visit clients/customers as a part of their job. Geofencing can help verify visits and provide reports that can be used for proof of service or compliance.

Monitoring Field Activities

Geofencing helps you stay on top of field activities in real time.  A modern workforce tool with geofencing technology can help your operations and back-office dispatch teams with updates from the field as they happen.  This means your operations and dispatch teams automatically have the real-time information to help manage teams without having to spend time making check calls!

Geofencing Adds Context

One of the benefits often overlooked is the context that a geofence adds to the data.  There are many tools to track the location of employees and assets, but not all have the geofencing technology and thus lack context.  Here’s an example: Without geofencing technology, such tools would rely on latitude and longitudinal coordinates or an address to report a location. While an address is good, geofencing makes it highly contextual by letting you name a site: “Sunnyvale Office”.  So with geofencing, you’ll see: Bob departed from “Palo Alto office” and arrived at “Sunnyvale office”.

Workflow Automation

Geofencing can help automate operations workflow using rules and triggers.  Very few modern tools, like myGeoTracking, support custom work rules that leverage geofencing to automate your business operations.

Here’s how it works: custom work rules can be setup based on real-world triggers involving people (employee), place (geofence), and time.

Here’s are some sample use-cases:

  • Remind Bob to take the customer’s signature when he arrives at the customer place

  • If Bob is running late, send an update to the customer with ETA and an alert to back-office dispatch team

  • Send alert to employee(s) when they are outside their job site for more than 45 minutes during work hours

So, geofencing can be a great force multiplier to your day-to-day operations and help you scale to higher levels of efficiency.  If you’re curious about the possibilities, let’s talk!  Let us know at or call us at +1 415-496-9436