Your engineers have always taken down important notes and created checklists relating to their jobs, but it’s often been on pieces of paper. Go paperless and store everything safely in the cloud and accessible from anywhere.
Be more precise than ever and rest assured that all your customer’s needs have been answered, thanks to a completed checklist stored alongside the job record.
Checklists are presented as a branded PDF that can be sent to your customer. It will automatically add the certificate name, relevant addresses and any captured signatures from your customer and engineer.
Never lose track of custom paperwork
Once the work has been carried out and your engineer’s mind is already on the next job, it’s all too easy to forget to finish up the paperwork. By providing a convenient digital checklist, you can easily complete it as you go about your work on site using a mobile device. Once finished, get it immediately signed off by the customer and the checklist will be made available for office staff to review via the web app.
Instantly send to customers
Checklists function a bit like certificates in Commusoft. Once they’re complete you can instantly email a PDF version of the full document to your customer. If you’ve set up your company colour scheme, you can provide branded documents that increase brand awareness and demonstrate your professionalism.
These checklists are yours – and can be as complex or simple as necessary. You could create a custom one for a specific enterprise customer, a particular type of job, or even as forms for internal management. It’s entirely up to you. We provide options for question structure, including text, checkboxes, dropdown menus, and more.
All your records centralised
Thanks to Commusoft’s comprehensive customer database and intelligent job management features, all actions and documents are stored in the system against the appropriate customer and job. Your custom checklists will be available in the job history, so your office staff will always be fully informed when it comes to booking in new jobs and discussing previous work with customers.
Need more than that?
If you’re looking to create something more like a certificate, particularly if it must meet industry standards, you may wish to consider our professional services. We can quickly create and deploy a professional Custom Certificate, designed specifically for your business and to meet your unique needs.
Are you ready to take your business to the next level?
Discover the many ways that Commusoft can help your business become more organised, efficient and profitable with a free two-week trial. Hundreds of field service businesses have already taken the step and begun to expand their business with the help of all-in-one job management software.
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