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Fluid Systems Engineering & Management Blog

by Swagelok Northern California

Living In An App World - Swagelok Apps Now Available On iTunes

by Jeff Hopkins, on 8/6/14 8:00 AM

Our eDTR™, P&D, and iAssemble apps make it easier for us to serve you


eDTR iTunes2
The Swagelok electronic catalog (eDTR), is now available as an iPad app in the Apple iTunes app store get more info »

We recently posted the story of the development of Swagelok's Electronic Desktop Technical Reference (eDTR) software and its beginnings right here in Northern California. It was a big breakthrough in giving our customers a tool that would make it easier to do business with us. Swagelok recently released the eDTR™ as an iPad app in the Apple app store. From desktop to iPad, we now have you covered. But we knew we could push the idea even further. We wanted to make applications like mobile tools that would help our account managers and customer service reps be more productive and make it even easier for our customers to do business with us.

Once again we turned to Logical Labs, the Folsom company that helped develop the eDTR™ desktop and iPad app. Working with us and our counterparts at Edmonton Valve & Fitting, John Pataki and the Logical Labs team has begun creating a series of mobile applications to increase our speed and productivity.

Logical Labs recently created the Price & Delivery app, which they simply call P&D. We started using it this past March. P&D is a mobile app that shows our inventory for current in-stock items, plus pricing, with near real time accuracy. It has a simple, intuitive interface for searching for and viewing items by part number. We can use it to immediately obtain up-to-date pricing and availability on any part at Swagelok Northern California.

P&D

Speed and ease

"When an account manager is working with an engineer on a fluid system design, the engineer loves it when the account manager can answer all their technical questions, plus then let him know of the various options they have identified, which ones are standard, in stock, and which is the lowest cost," said Rod Fallow, president of Swagelok Northern California. This provides fast answers for engineers and operations people without the need to call the office. While the account manager assists the customer with the technical details and price and availability, at the same time they are creating the quote that can instantly be emailed to the customer.

The customer gets the quote in writing, with hypertext links to the product detail on the website where they can place an order, download a CAD drawing, or get all the technical details for use in their design.

Account managers often get after hours calls from customers. With the P&D app they can instantly determine what is in stock and the price. And, if they need to open the office to get the part for the customer, the app even gives them the stock location in our warehouse.

In the past, when an account manager needed a quick answer as part of a technical discussion, it involved a call back to the customer service representative. This made the customer wait, and tied up both the account manager and customer service representative. Now the P&D app does the work.

Putting it all together

Another new app developed by Logical Labs with the help of Edmonton Valve & Fitting and Swagelok Northern California, was made available just this month. iAssemble is a tool that can help our account managers create a layout for a customer with all of the individual components identified. The first release is very basic. The next version will leverage the database of information created for the P&D app to provide part numbers, part names and descriptions, pricing, and numerous other product details such as fulfillment strategy code, stock location, weight and more.

iAssemble iTunes2


Our account managers will be able to quickly layout a customer’s assembly requirement, take a picture of the existing layout (if applicable), create a priced bill of materials, attach all of that to a detailed quote, and email it to the customer as soon as they confirm the layout.

The idea for the iAssemble app actually came first, though the P&D app took top priority. Logical Labs has built the apps with multiple potential industries in mind, but kept the focus on making sure they first met the needs of Swagelok Northern California and Edmonton Valve & Fitting.

 

Additional Resources

edtr  Swagelok training  
Swagelok Electronic Catalog (eDTR) Swagelok Training Classes  
Topics:Swagelok Northern CaliforniaSwagelokServices

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Your fluid systems can't fail—and they can't leak. That's why Swagelok Northern California offers mission critical solutions for the petrochem, semi, power, and oil and gas industries around the Bay Area and into NW Nevada. We manufacture and assemble reliable, customizable components that get the job done. Contact our team today to learn about custom solutions for your plant or refinery.

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