Your technicians have always taken down notes and created lists relating to their jobs, but it’s often been on pieces of paper. Paperless job management software safely stores checklists and all your other vital data in the cloud, accessible from anywhere.
Be more precise than ever and rest assured that all of your customer's needs have been answered, thanks to a completed checklist stored alongside the job record.
Checklists are branded PDF documents that can be easily sent to your customer. The customer's name, relevant addresses and any captured signatures will be automatically added to the checklist.
Never lose track of custom paperwork
Once the work has been carried out and your technician’s mind is already on to 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 in the field with your mobile device. Once finished, have 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
Once a checklist is complete you can instantly email an electronic PDF version of the full document to your customer. If you’ve set up your company color 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 checklist for a specific customer, a particular type of job, or even as forms for internal management. It’s entirely up to you. We provide different options for question structure, including text, checkboxes, dropdown menus, and more.
All your records centralized
Thanks to Commusoft’s comprehensive customer database and work order management features, all actions and documents are stored in the system against the appropriate customer and job. Your completed checklists will be available in the work history, so your office staff will always be fully informed when it comes to booking in new jobs and discussing previous work with customers.
Ready to take your business to the next level?
Discover the many ways that Commusoft can help your business become more organized, efficient, and profitable by booking a call with our team. Hundreds of field service businesses have already taken this step. They have successfully expanded their businesses with the help of our all-in-one work order management software.
- Works on Any Device
- All-in-one Software