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I'm looking for thoughts and experience with generating a service report for a customer from CRM/FieldOne. Our proposed process is as follows:
Tech arrives onsite, interacts with FieldOne using his phone/tablet/laptop. At the end of service he creates and prints/emails service report to customer. The service report will contain general information about the Work Order, pictures of the service performed, possibly grids of service tasks performed, products used and finally a customer signature.
1. What options are available if the tech is not able to be online/connected? Is it possible to perform the above service report from the Resco client on the tech's phone/tablet?
2. Do you have any best practices or examples of successfully service reports you can share?
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1) Every status update creates timestamps and Journal Updates which are taken into account for a Report as well as Products that might be Customer Assets now. The Report normally will be finished, when all tasks are done - but a Customer Report like yours can be created, signed by the Customer and forwarded via Email for instance with tiny customizations but it can't contain all Journal items (driving back for instance). It is a common scenario w/ some good samples we are offering for Partners/Customers
2) Partners/Customers can get access/presentations contacting FieldOne
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