Mountain Bird Technology - Cloud Apps

Accounts, Contacts, Time, Expenses, Mileage



Mountain Bird Technology has developed Cloud Apps that are intended to assist with managing Accounts, Contacts, Time, Expenses, Mileage, Employees

Mountain Bird Technology
  • 20 years IT Experience
  • Small Business Owner
  • Microsoft & Cisco Certified
  • Serving Central PA: Altoona, Bedford, Johnstown
Application Modules
  • Accounts
    • List top level Accounts, i.e. Companies, Organizations consisting of Addresses, Phones, etc...
  • Contacts
    • List Contacts, which can be linked to Accounts, consisting of Addresses, Phones, Communication History, Communication Schedule
  • Calendar
    • View the Contact Communication History & Schedule
  • Time
    • Track Employee Time Sheets, allow employees to Clock-In/Clock-Out or manage their own time. Time can be linked to Accounts
  • Expenses
    • Track Paid/Unpaid Expenses, attach receipts/documents. Expenses can be linked to Accounts
  • Mileage
    • Track Mileage. Mileage can be linked to Accounts
  • Employee
    • Manage Employee information
Tech Overview
  • Development Process
    • An iterative and incremental development process is used to get concepts and working pages deployed as quickly as possible. It is easiest to see what works and what doesn’t work when the page/app is available for review
  • Software Framework
    • The web application is written in Microsoft ASP.NET MVC Razor (C#) with the .NET 4.5 Framework. The application uses (but is not limited to) the following JavaScript components: JQuery, DataTables, Typeahead, Selectize. Graphical layouts utilize Bootstrap and standard CSS methods
  • Software Components
    1. Model – The model implements logic to store and retrieve information from the database
      View – The view is the component that displays the information on the screen to the user
      Controller – The controller handles the user interaction between the View and the Model
      Database – The database is ultimately where the information is stored
        Tables – Data is stored in columns in the tables
        Procedures – Data is accessed to/from the tables with stored procedures
  • Supported Browsers
    • Chrome
      Internet Explorer 9 and higher
      Other browsers such as Safari (Apple Mac, IOS), Firefox, and Opera should work as well
  • Hosting
    • The Microsoft Azure Cloud is used for hosting a Windows 2016 Virtual Server with SQL Server 2016


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Login Screen

Every organization with a subscribtion will get their own Live Login Address
For example My Local Company Inc will have a Login Address like one of these:
  • mylocalcompany.mountainbirdapps.com
  • mlc.mountainbirdapps.com
Click here to Login

There are 2 web applications: Demo and Live
Logins/Passwords are typically different between the two apps
The Demo app is where users can play around and perform training. It is also where new updates are first installed
The Live app is where the live data is stored

Login with the provided username and password.
Note: The Username is case sensitive (as is the password), i.e. Jdoe is not the same as JDoe



Top Menu

The top right menu contains the following links
  • Change Password
  • Logoff
  • Home
  • Administration


General Users/Employees will not have the Administration link

Main Menu

The main (middle) menu contains the links used to navigate through the web application
If you are only subscribed to certain features, then only those menu items will be available to your account


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Pricing

See below for the individual monthly price list. Contact Jason for more info

Accounts & Contacts, plus Calendar & Mailing Labels Export
TierUsersMonthly
Basic1-5$15
Standard6-15$25
ProfessionalUnlimited$35

Time Sheets & Time Reports, plus Clock-In
TierUsersMonthly
Basic1-5$15
Standard6-15$25
ProfessionalUnlimited$35

Expense & Mileage Tracking, plus Document Upload
TierUsersMonthly
Basic1-5$15
Standard6-15$25
ProfessionalUnlimited$35


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Accounts (Companies/Organizations)

The Account section is where top-tier listings are made for Companies/Organizations

Features
  • Each entry has Basic Details, Addresses, Phone Numbers, Notes, and Search Terms
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


View
Clicking the View button on each row show the details
Use the white arrow (highlighted red) to return to the main list


Edit
Clicking the Edit button on each row show the details about that row and allow updating
Click the blue Save button to save changes
Click the yellow/orange Close button to return to the main list


Calendar
The communication history and schedule can be viewed on the calendar


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Contacts (People)

The Contact section is where points of contact, i.e. people, are added.

Features
  • Each entry has Basic Details, Addresses, Phone Numbers, Notes, Search Terms, and Communication History & Schedule
  • Each entry can be linked to Account, if desired
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


Communication History
Past communication can tracked for the contact/individual
The communication events appear on the Calendar


Communication Schedule
Future communication can be scheduled (one time or re-occuring) for a contact
The communication events appear on the Calendar


Calendar
The communication history and schedule can be viewed on the calendar


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Time

The Time section is broken in 3 peices: Time Report, Time Sheet, and ClockIn

Features
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • The entire list can be Exported to CSV or Printed with the bottom buttons
Time Report
The Time Report is where managers can go to review all employee time sheet entries
Giving "general employees" permission to View or Edit the Time Report is not recommended
Time Reports can be Locked, which prevent employees from editing or entering time sheets for that Time Report Period
Existing Locked Time Reports are viewed using the "Select Time Report" dropdown
Use the Start/End Calendar Date Filter to view unlocked Time Sheet Entries
Locking (creating a Time Report) is not required


Time Sheet
The Time Sheet is where employees can go to add/edit their entries
A user with the Time Report permission has the ability to see all the employee time sheets
Users with the View/Edit Time Sheet permission will only be able to see/edit their time sheets (unless they have the Time Report permission)
If a Time Report is Locked, then Time Sheets can not be added/edited for that Time Report Start/End period


Add Time Sheet
Click the Add Entry button to add a new Time Sheet
Select a Start / End Date, if the time is changed then the Hours will auto calulate if using the time function of the calendar
Hours can be manually added/set
The Time Type is Regular, Overtime, Sick, etc...
Selecting an Account or selecting Search Terms are optional and are intended to assist the Manager with describing what work was performed


ClockIn
The ClockIn page is where employees can only Punch In or Punch Out for their time sheet entry
An employee does not need to be granted Time Sheet permissions, they can just have the Clock-In permissions
Users with the ClockIn permissions cannot change their time sheets or manually enter hours
The Account and Search Terms are optional, but if desired must be selected before clicking a new Clock-In
Clicking Clock-Out will automatically calculate the hours/minutes for that entry


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Expenses

The Expense section is where expenses can be added and receipts for expenses uploaded

Features
  • Each entry has an Amount, Date Posted, Date Paid/Is Paid, Note, Search Terms, and Documents
  • Each entry can be linked to an Account, if desired
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


Quick Add
Click the white arrow on the blue Quick Add bar for a smaller set of expense fields
Fill out the Date Posted and Amount
The Is Paid checkbox will automatically set the Paid Date when checked to the current date
The Account and Search Terms are optional


Add/Edit
Click the Add Expense button for more options with the Expense (Notes, Documents, etc...)
The Edit button on each row will show the details about that row and allow updating
Use the Green Document button to attach receipts or other files
Click the blue Submit button to save changes


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Administration

Use the Admin area (upper right corner) to add/modify
  • Users
  • Types




Users

Click the New User button to add a new user
The username and password are both case sensitive
An email address must be entered when adding a user
Existing users can be edited by clicking the Edit button on the right




Permissions

Permissions are set in the Add/Edit User screen
View permissions are Read-Only for that feature
Edit permissions allow a user to perform Updates and Add New Items for that feature





Types

Types are dropdown menu items
For instance, if you want to add Fax to the Phone Dropdown Menu
Or if you want to add more Search Terms, they can be added here





Add a New Type

Click the New Type button
Select the Type, for instance Search Terms
Enter the Name and click Submit




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Roadmap
Recent Changes
  • 10/11/2017 Updated Windows Desktop & Android Clock In/Out apps
  • 9/11/2017 Added Time Report - Split Time Sheets Crossing Midnight section
  • 6/25/2017 Added Import Employees
  • 6/25/2017 Updated entire Web App for the new Manager permission - Limits non-manager to seeing only their submissions. Managers see all employee submissions
  • 6/25/2017 Added "dynamic" Time Types, allows for new time types in the Time Report
  • 6/25/2017 Added "Lunch" button, deducts time from the day for lunch
  • 6/25/2017 Added Employee Default Search Term for pre-population during Web App Time Sheet and Clock-In (not stand-alone app enabled)
  • 6/25/2017 Added two new Employee main pages: All Dates and All Documents
  • 5/23/2017 Added new Employee sub page Dates
  • 4/24/2017 Updated for new standalone clock-in/out app (Windows Desktop and Android)
  • 4/15/2017 Added Mileage Odometer minor enhancement
  • 4/11/2017 Added Invoices (Work Orders & Quotes) and General Bug Fixes
  • 2/9/2017 General Changes: Moved Employee to main menu, Removed HR & Forms, Removed Work Orders, Updated Dashboard Charts for Time & Expenses, Cleaned up Accounts & Contacts
  • 11/4/2016 Added Employee Name to Expense and Bug Fix Duplicate Employee
  • 9/6/2016 Bug Fix Employee Details (Hourly Rate & Union Dues)
  • 8/7/2016 Updated Mailing to include the Email address
  • 8/5/2016 Minor enhancements, bug fixes
  • 7/15/2016 Added Work Orders
  • 7/14/2016 Added Payroll Export (CAS format) to Time Report and Changed Employee Username to Last Name, First Name for Time Reports
  • 5/18/2016 Updated Time (Report Employee Rollup, Default Regular) and Bug Fixes (Admin Type)
  • 5/7/2016 Updated HR Forms and Contact Communications
  • 4/14/2016 Finished HR Forms (Submission, Workflow, and Templates)
  • 4/13/2016 Updated HTTP Dynamic Compression (Performance)
  • 4/9/2016 HR Form Updates (submission)
  • 4/3/2016 Partial HR Forms deployment (templates and workflow)
  • 3/24/2016 Email Time Reports & Site Branding
  • 3/21/2016 Peformance Enhancements
  • 3/12/2016 Employee Details, General Document Notes, Contact Credentials
  • 3/3/2016 Bug fixes
  • 2/28/2016 Added Contact (Person) Imports and Bug Fixes
  • 2/26/2016 Added Expense Summaries
  • 2/25/2016 Bug Fix for Mileage
  • 2/23/2016 User Notification Acknowledge & Employee Documents
  • 2/22/2016 General Documents Page & Upload
  • 2/20/2016 HR Employee Bug Fix
  • 2/19/2016 HR Employees - Add/Edit Employees
  • 2/18/2016 User Notifications/Alerts & Misc Bug Fixes
  • 2/17/2016 Bug Fixes to Dashboard & Mailing Labels
  • 2/16/2016 Dashboard Contact Communication Charts - Quick reference current/upcoming activity
  • 2/16/2016 Mileage - Record mileage
  • 2/16/2016 Mailing Labels - Export Contact Addresses (Is Mailing checkbox) to print mailing labels
  • 2/16/2016 Time Report for Account and Search Term
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For more Info or a Demo
  • Jason France
  • Mountain Bird Technology
  • Jason@MtnBirdPA.com
  • 814-761-3762
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Mileage Features
  • Each entry has Odometer Start, Odometer Stop, Date, Miles, Rate, Notes, along with Account and Search Terms
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


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Employee

Employee Features
  • Each Employee entry has Basic Details, Addresses, Phone Numbers, Notes, and Documents
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


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Clock-In/Out App

An additional clockin standalone app is available for Android Tablets and Microsoft Windows Desktops (.Net 4 Framework required). The intent is for the app to be installed on a centrally placed device to allow multiple employees to quickly clockin via their employee number. It is recommended that a dedicated ClockIn user be created in the Administration section of the web app. Only the ClockIn permission is needed for the user. This user will be set in the Clock-In/Out app configuration to allow the employees to clock in/out with their employee number.

  • The app can stay open and running on the desktop, internet connectivity is needed
  • An employee will type in their Employee Number and click the Lookup button
  • The app will display the Employee that is registered to the Number and if they are Clocked In yet or not
  • The employee can retype their number or reset the app if they typed their number wrong
  • The employee will click the Clock-In/Out button when ready
  • The app will take a picture with the camera, if configured, and upload the Clock-In/Out time to the web app
  • The app will reset after a few seconds, ready for the next employee
  • The steps are repeated for clocking out
      The employee enters/looks up their number
      The Clock-In start time is displayed
      The employee can then Clock-Out


Download & Install the ClockIn App
  • Windows Desktop v1.0.16
      Click here to download the zip file
      Open the zip file and extract the folder/files to the desktop
      Double-click the ClockInOut file with the orange clock icon
  • Google Android v2.0.1
      Click here to download the install file
      Click OK to download the file
      After downloading, open the downloads or notifications
      In your Download Notifications, click the ClockIn file to open
      Click the Settings button at the bottom of the "Install Blocked" message
      In the Settings - Security page check the Unknown Source box
      Confirm the unknown source message
      Review the permissions and click Install

First Use - Configure
  • Opening the ClockIn app for the first time will trigger the Configuration page
  • Enter the URL to the web app
      https://YourCompanyID.mountainbirdapps.com/Demo
      https://YourCompanyID.mountainbirdapps.com/Live
  • Enter a dedicated ClockIn username and password that will be used to look up the Employee Numbers
      Any user can be used that has the ClockIn permission, but a dedicated user is recommended
  • Select a Camera, if available
  • Click Save Configuration and then click Close



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