Capture exactly the information needed in field service visits

Pre-configured custom forms for field service

Configured by product types and for services types

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Free for 15 days. No credit card needed.

custom forms for field service of battery
Dymamically generated custom forms for field service 1
digitize customer service records for genset

Why custom forms for field service are required

Every equipment type is different in terms of its service needs.

A battery has different maintenance needs than a laptop. In fact, a Toshiba laptop has different maintenance needs than ACER.

Also a routine (preventive) maintenance requires a different set of checkpoints vs a repair job.

So, you need custom forms for field service if,

  • Your team is servicing a variety of equipment
  • Your service includes repair and maintenance- requiring different data points to capture everytime.
service ticket management on web and mobile app

No loss of data, no inaccuracy

When you set up different custom forms for field service- one for each product type and use case,  it makes it easy for the field technicians to send in accurate and relevant data.

The data is sent from the mobile straight to the CRM database. For analysis later.

Try for free

Free for 15 days. No credit card needed.

Accuracy and relevance

Capture accurate data. Because the form has instructions, choices relevant to the equipment being maintained.

Mark some fields as mandatory and you can’t close the visit without those fields being updated.

Use in future analysis

The data captured by the custom forms for field service are available for analysis using our reporting tool.

Yes, even the custom fields are available for reports.

Not just that, you can output the data to csv and even your linked Google sheets account- and perform further analysis.

Cheaper, faster data entry

No paper. No transcribing expense. No separate manpower required to take the data in the form and punch it in the database.

And, your technician goes to the site, does his job, fills in the form on his mobile and submits it online. That’s it.

Totally customizable- by you!

You can literally create custom forms for field service for an infinite number of scenarios- for each product type/ even model number if you wish.

And have forms for all repair and maintenance scenarios.

No restrictions.

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