On-Site Engineer Reporting
Hi Everyone!
I wanted your opinions or knowledge on possible apps that would fit my requirements.
My team will be providing a maintenance service on site and I want them to be able to document whats being done there and then. It will act as a checklist but also as a way to generate a report that I can pass to the customer after.
There are a number of service contain in the visit to a customers property. Our engineers will adding text, video and photos covering various information.
I want it to connect to the CRM for record keeping also.
What do you think?
Thanks
Bill
I wanted your opinions or knowledge on possible apps that would fit my requirements.
My team will be providing a maintenance service on site and I want them to be able to document whats being done there and then. It will act as a checklist but also as a way to generate a report that I can pass to the customer after.
There are a number of service contain in the visit to a customers property. Our engineers will adding text, video and photos covering various information.
I want it to connect to the CRM for record keeping also.
What do you think?
Thanks
Bill
Topic Participants
Billy
Ashwinth Shekar
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________