System and method for mobile resource management with customer confirmation

• US 20060111955A1
• Filed: 11/23/2005
• Published: 05/25/2006
• Est. Priority Date: 11/24/2004
• Status: Abandoned Application

• Current Assignee: Agilis Systems LLC (Agilis Incorporated)
• Original Assignee: Agilis Systems LLC (Agilis Incorporated)
• Inventors: Bari, Naeem, Winter, Gregory J., Huber, Daniel D.
• Application Number:
  US11/287,133
• Publication Number:
  US 20060111955A1
• Time in Patent Office: Days
• US Class Current: 705/8
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting
• CPC Class Codes: G06Q 10/1095 Meeting or appointment
• CPC Class Codes: G06Q 10/1097 Task assignment
• CPC Class Codes: G06Q 50/40 Business processes related to the transportation industry shipping G06Q10/083
• CPC Class Codes: H04M 2203/2072 Schedules, e.g. personal calendars
• CPC Class Codes: H04M 2242/30 Determination of the location of a subscriber
• CPC Class Codes: H04M 3/42 Systems providing special services or facilities to subscribers specially adapted for wireless communication networks H04W4/00
• CPC Class Codes: H04W 4/02 Services making use of location information
• CPC Class Codes: H04W 4/029 Location-based management or tracking services

Abstract

A customer appointment management system and method with mobile resource management including a customer communication module configured for transmitting to a customer a notification of a pending arrival of a mobile agent at the customer location for an appointment and receiving a confirmation from the customer confirming the appointment. The system also includes a mobile agent communication module configured for transmitting a schedule and customer appointment information to the mobile agent in response to receiving the customer confirmation.

Claims

1. A customer appointment management system for mobile resources, the system comprising:

a customer communication module configured for transmitting to a customer a notification of a pending arrival of a mobile agent at the customer location for an appointment and receiving a confirmation from the customer confirming the appointment; and

a mobile agent communication module configured for transmitting a schedule and customer appointment information to the mobile agent in response to receiving the customer confirmation.

2. The system of claim 1 wherein the mobile agent communication module is configured for receiving a mobile agent status from the mobile agent and wherein the customer communication module is configured for transmitting the customer notification as a function of the mobile agent status.

3. The system of claim 1 wherein the customer communication module is configured for receiving a customer request to delay the appointment to another time during the same day or to reschedule the appointment to another day.

4. The system of claim 3 wherein the mobile agent communication module is configured for transmitting an appointment change notification to the mobile agent as a function of receiving the customer request to delay or reschedule the appointment.

5. The system of claim 3 wherein the customer is a first customer and the notification is a first notification, wherein the customer communication module is configured for transmitting to a second customer a second notification of the pending arrival of the mobile agent at a location of the second customer for a second appointment and receiving a confirmation from the second customer confirming the second appointment, the transmitting of the second notification being in response to receiving a delay request or reschedule request from the first customer.

6. The system of claim 1, further comprising a customer service module for receiving a request from a customer for an appointment to have a mobile agent travel to the location of the customer.

7. The system of claim 1, further comprising a system management module configured for determining a task with a task profile as a function of the customer request for the appointment, and selecting the mobile agent for the appointment from among a plurality of mobile agents as a function one or more of the task profile, a location of the agent and a status of the agent.

8. The system of claim 7 wherein the customer request received by the customer service module includes a customer notification lead time, wherein the system management module is configured for determining an estimated time of arrival of the mobile agent at the customer location, and wherein the customer communication module is configured for transmitting the notification to the customer as a function of the customer notification lead time and the estimated time of arrival.

9. A mobile resource management system comprising:

a customer service module configured for receiving a request from a customer for delivery of a service or product at the location of the customer;

an agent dispatch module configured for determining a customer work order as a function of the customer request, determining a status of an agent, selecting an agent for the delivery from among a plurality of agents as a function of the work order, the agent status, and the customer location, and transmitting the work order to the selected agent; and

a customer communication module configured for transmitting to the customer a notification of a pending arrival of the selected agent at the customer location as a function of the determined agent status and the status of the selected agent and receiving an instruction from the customer regarding the pending arrival of the agent at the customer location,

wherein the agent dispatch module is configured for transmitting a customer delivery status to the selected agent in response to the received customer instruction.

10. The system of claim 9 wherein the agent dispatch module is configured for receiving a status of one or more agents, said status including at least one of a location of an agent, an availability of an agent, and a pending availability of an agent.

11. The system of claim 9 wherein the customer communication module is configured for prompting the customer with a prompt including a confirmation of the pending delivery by the agent, a delay of the delivery to another time of the same day, and a reschedule of the delivery to another day, wherein the received customer instruction is in response to the prompts.

12. The system of claim 9, further comprising an agent location module for identifying a location of one or more agents, wherein the agent dispatch module is configured for selecting an agent for the delivery as a function of the identified agent location, and the customer communication module is configured for transmitting to the customer a notification as a function of the identified agent location.

13. The system of claim 12 wherein the customer request received by the customer service module includes a customer notification lead time, wherein the customer notification module is configured for determining an estimated time of arrival of the selected agent at the customer location, and wherein the customer communication module is configured for transmitting the notification to the customer as a function of the customer notification lead time and the estimated time of arrival.

14. A method of arranging for a mobile agent to travel to a location of a customer for an appointment, the method comprising:

transmitting a notification to a customer of a pending arrival of the mobile agent at the customer location for the appointment;

receiving an instruction from the customer regarding the acceptability of the mobile agent arriving at the customer location for the appointment; and

transmitting a customer appointment status to the mobile agent in response to receiving the customer instruction.

15. The method of claim 14, further comprising updating an appointment schedule for the mobile agent as a function of the received customer instruction.

16. The method of claim 14 wherein transmitting a notification to the customer includes one or more of prompting the customer to enter an instruction confirming the appointment, delaying the appointment for another time the same day, and rescheduling for another day and the instruction includes one or more of confirming the appointment, delaying the appointment for another time the same day, and rescheduling for another day.

17. The method of claim 14, further comprising receiving a customer request for a delivery of the service or product and determining a task profile for the appointment as a function of the customer request.

18. The method of claim 14, further comprising receiving a status of the mobile agent, wherein transmitting a notification to a customer is a function of the mobile agent status.

19. The method of claim 14, further comprising selecting one of the plurality of mobile agents to travel to the customer location for the appointment as a function of one or more of a task profile, a mobile agent status, a mobile agent location, and the customer location.

20. A computer-readable medium including computer executable instructions to perform the method of claim 14.

21. A method of delivering a service or a product to a customer, the method comprising:

receiving a customer request for the delivery to a location of the customer;

determining a task profile as a function of the customer request;

selecting an agent for the delivery to the customer from among the plurality of agents as a function of the task profile and the customer location;

transmitting a notification to the customer of a pending arrival of the selected agent at the customer location;

receiving a confirmation from the customer confirming the delivery; and

notifying the selected agent of the customer confirmation.

22. The method of claim 21, further comprising entering a status into a mobile device by the agent and determining of the mobile agent as a function of the entered status, wherein selecting an agent for the delivery to the customer is a function of the determined agent status and transmitting a notification is a function of the determined agent status.

23. The method of claim 21, further comprising determining an availability of the mobile agent, wherein transmitting the notification is a function the determined availability of the mobile agent, said determining the availability of the mobile agent is a function of a one or more of a location of the mobile agent, the customer location, a location of a second mobile agent, a customer requested arrival time, a customer requested lead time, and a mobile agent transit time.

24. The method of claim 21 wherein each of the agents has an agent profile and wherein selecting the agent is a function of the agent profile, and wherein the agent profile includes an agent characteristic including one or more of a skill, a certification, a grouping, a geographic allocation, a rating, an equipment characteristic associated with the agent, a vehicle type, an equipment type, a material type, a material or equipment inventory, and a material or equipment availability.

25. The method of claim 21 wherein the task profile includes a customer location, further comprising determining an arrival time or a transit time of the selected agent at the customer location, wherein transmitting the notification to the customer is a function of the determined arrival time or transit time.

26. The method of claim 21 wherein the task profile includes one or more customer contacts and wherein notifying the customer includes notifying the customer as a function of the one or more customer contacts, wherein the customer contacts are predetermined and prioritized by the customer and wherein the one or more customer contacts includes one or more of a telephone number, an email address, a paging number, an instant messaging address, and an IP address

27. The method of claim 21 wherein the said task profile includes an equipment or a supply associated with the delivery of the requested service or product.

28. The method of claim 21 wherein the customer request includes a customer requested delivery time and customer lead time, further comprising determining an estimated time of arrival of the selected agent at the customer location, wherein notifying is a function of the customer requested delivery time, the customer notification lead time and the estimated time of arrival.

29. The method of claim 21, further comprising receiving an operator input, wherein selecting an agent from among the plurality of agents is a function of the received operator input.

30. The method of claim 21, further comprising transmitting to the selected agent the task profile associated with the task selected for agent.

31. The method of claim 21, further comprising transmitting the task profile to the selected agent in response to the receipt of the confirmation.

32. The method of claim 21, further comprising selecting the agent for another task in response to failing to receiving the confirmation from the customer in response to transmitting the notification to the customer.

35. The method of claim 21, further comprising rescheduling the delivery of the service or product to the customer in response to failing to receive the confirmation from the customer.

34. A computer-readable medium including computer executable instructions to perform the method of claim 21.