Allow Service Technicians to Share Customer Records

When you work for a service organization, there are usually several technicians that are part of the team. When a customer calls in with an issue that requires servicing, any one of the technicians could be dispatched. When the job is completed, some form is required to be filled out. However, that form is not shared with the other technicians and the next time the customer calls with a problem, a different technician may be dispatched and not familiar with what work had been previous done.

This is where the FormConnect Pro+ app’s syncing feature comes in handy. All technicians can have their filled out forms synced to the cloud so that other technicians can pull that data down and have access to it. This will save each technician time when they go onsite by familiarizing themself with the work that had been performed previously.

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