Field Services

Imagine a scenario: John, an HVAC technician with ABC Cooling, receives a work order through his company’s dispatch system for a routine air conditioner maintenance at a customer’s home.

 Upon arrival, John uses the FormConnect app on his tablet to:

1. Access the work order details: He reviews the customer’s information, job description, and any special instructions within the app.

2. Perform maintenance: As John inspects and cleans the air conditioner, he uses the app to capture photos of potential issues, record readings from pressure gauges or other diagnostic tools, 
and document any notes or observations.

3. Interact with the customer: He uses the app to answer any customer questions, explain his findings, and obtain their sign-off on specific tasks or service completion.

4. Complete and submit the form: Once the maintenance is finished, John fills out the pre-defined service report within the app, automatically populated with captured data and photos. He can even 
request the customer’s digital signature on the form itself.

5. Generate records and reports: With a single click, John submits the completed form 
electronically, automatically updating the work order in his company’s system and triggering any necessary follow-up actions. The app also generates a service report for the customer and internal necessary follow-up actions. The app also generates a service report for the customer and internal records.

Benefits in this scenario:

Increased efficiency: John saves time by capturing data electronically and avoiding manual paperwork. 

Improved accuracy: Real-time data entry minimizes errors and ensures a complete record of the service.

Enhanced communication: Photos and digital signatures improve transparency and customer satisfaction.

Streamlined workflows: Electronic submission automates data flow and simplifies reporting.

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