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Sabrina Zimara, DFC Consultants

Customized Electronic Forms Available for Service Techs


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    There’s no better way to report all the details needed for each service call without stacks of paperwork and manual office entry than with MobileTech from KEY2ACT. No matter where service techs are, they can easily fill out service forms on their mobile device and upload that information seamlessly to the office, giving your staff the ability to bill faster and more accurately.

    Form, a MobileTech Integration

     

     

    While techs have everything they need to record data for your system, there are often customers that require their own forms to be completed. That leaves techs bogged down with paperwork again. Thanks to Form, a new offering from KEY2ACT, techs can ditch the pencil and paper and turn paper forms into fillable PDF’s.

    The custom forms are then automatically attached to the service call record, giving your office staff the ability to email them directly to the customer. Reports can be run based on information in these forms because the data is stored in a SQL database.

    Each custom form that is created can be used for multiple customers thanks to conditional fields based on question responses. Additionally, signature fields are available for both the tech and the customer.

    Form integrates directly with MobileTech, keeping your syst

     

    em seamlessly flowing from the field to the office.

    See a demo and get pricing information by contacting DFC Consultants, a KEY2ACT Executive Partner.key2act mobiletech form

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