FEATURES OF OUR MOBILE CRM
Our mobile CRM offers the same capabilities as the Core CRM, including:
- Custom checklists
- Custom inspection report with photos from job site
- Email reports to customer or office from the job site
- Record existing site conditions before and after visits
- Photo upload from Dataforma mobile app
- Standardize the inspection process for your staff
- SAVE TIME generating inspection reports!
- Tracking of labor hours for projects and service work
- GPS tracker to compare recorded hours vs. actual hours and the daily activity of technicians
- The ability for salesmen to see all of their daily follow-ups and record new correspondence with prospects
Imagine how much more efficient and faster your workflow can become with our field service management app. Not only does it provide checklists and inspection reports that you can customize for each project, but it also enables your field service personnel to be in immediate contact with either the office or the customer from the job site.
With the ability to upload before and after photos directly from the site, there’s never any question about discrepancies. And with a standardized inspection process that’s supported by the right customized forms, you can save valuable time — time that’s better spent working for your customers, not filling out, filing, and reconciling forms. In addition, the automatic tracking of hours enables you, your technicians and your customers to see precisely how many hours were worked on each project. Combined with the GPS tracker, it allows you to see how long your field service personnel spend at any given location.
Finally, with the ability to see all of their new correspondence as well as their daily follow-ups, salesmen can always respond to customers in a timely and professional manner — no matter where they’re located.