Do you need fast & open reports about your service activities? With our Salesforce Module we install them in no time.
Are your field service employees still working with analog work orders, checklists and documentation? Digital service reports solve the challenge of paper chaos and create clarity and structure. With our module, you get a standardized template that you can use within the Salesforce mask. The module helps you efficiently manage customer activities and create service reports with just one click. Thanks to the app for iOS and Android, all this information is available directly on site.
Lean and transparent processes increase service quality and, as a result, customer satisfaction.
5 Reasons Why
Uncomplicated, cost-effective & directly applicable
Reduction of manual activities
Time savings through partially automated entry of service reports
Better reporting for more efficient evaluation & optimization of processes
Standardized reports as the basis for every area of service digitization
Discover all functions
Your service technicians can create, plan, and monitor their upcoming work orders in Salesforce at a glance, including the work steps they expect to perform
In addition, they can view all relevant information such as customer data, task description, order status as well as deadlines at any time and add to it if necessary.
Thanks to the app, all necessary information on work orders can be retrieved at any time and service reports can be created and sent to the customer while still on site.
With a simple click, service reports can be created and important information such as services, problem solutions, customer feedback and materials used can be recorded. Even before the report is executed, information on work steps, product documentation and warranty information is automatically filled in. This means that your service technicians already have all the information at their fingertips, saving them valuable time. The comprehensive documentation of service operations can be used for tracking, reporting and analysis.
After successful execution of the service activity, the final documentation follows, which is created on site thanks to the app.
Afterward, the PDF report can be created with one click.
The complete service report can be signed digitally and conveniently by the customer while still on site.
After completion, the service report is automatically sent via e-mail to the customer's stored e-mail address.
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After your request, we will get back to you immediately with additional information about the modules.