1. Accessing Work Order & Customer Information: Upon arrival, Alex opens the FormConnect app and retrieves the assigned work order. He reviews the customer’s information, including contact details, service history, and any reported issues.

2. Diagnostics & Data Capture: Alex begins troubleshooting the power outage using the app to:
– Record observations: He notes down visual inspections of equipment, meter readings, and any error codes displayed.
– Capture photos and videos: He takes pictures of malfunctioning components, damaged wires, or other relevant visual evidence. relevant visual evidence.
– Perform specific tests: The app might guide him through pre-defined diagnostic procedures with step-by-step instructions and data entry fields.

3. Customer Interaction & Communication: While explaining his findings and troubleshooting steps to the customer, Alex leverages the app to:
– Share photos and videos: Visual aids clarify the issue and potential solutions for the customer.
– Document customer feedback and concerns: The app allows him to capture any additional information or questions from the customer.

4. Reporting & Next Steps: Back in his van, Alex uses the app to:
– Complete a standardized service report.
– Recommend solutions: Depending on the app’s features, it might suggest potential repair actions or escalate the issue for further evaluation.
– Schedule follow-up appointments: If needed, he can directly schedule a followup visit within the app for repairs or further assessments.
– Obtain a digital signature: Allow the customer to electronically sign the service report for immediate acknowledgment and recordkeeping.

5. Submitting & Sharing: With a tap, Alex submits the completed report and recommendations to company management. The app automatically sends a copy of the report to the customer for their reference.