New Resco Inspections app unveiled: Resolve issues faster thanks to simplified approach

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Last week, we wrote about the Resco Inspections improvements available in the Spring Update 2019, where we listed technical updates and also mentioned the redesign of the app itself. This week, we will look in detail at what’s new in terms of user experience and how the new Resco Inspections app helps mobile workers perform inspections on the go.

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Resco Inspections Spring Update 2019: Redesigned app, simplified questionnaire setup, streamlined data management & more

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Detailed overview of features and capabilities from Resco Inspections’ Spring Update 2019: Continue reading

Dynamic vs. simple questionnaires: Advantages of custom logic for your inspections

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It’s confirmed. Humans have shorter attention span than goldfish these days. According to a research an average human’s attention span has fallen from 12 seconds in 2000, to 8 seconds in 2015. Meanwhile, goldfish are believed to have an attention span of 9 seconds.

Therefore, making questionnaire forms shorter, easier to understand and customized based on the respondent’s answers is key to get people to fill out questionnaires properly. Continue reading

How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type

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Collecting information in the field, in most use cases you expect a certain type of questionnaire to be available in certain situations and not in others. To enable this in Resco Inspections, we have introduced an option to associate a questionnaire template.

The general idea is that – when integrating Resco Inspections with Microsoft Dynamics 365/CRM – you can use many-to-many relationships to associate a questionnaire with an entity. The many-to-many relationship connects the questionnaire template to the actual record, so this defines which template belongs to which record.

We know that it’s always better to show than just to talk about it, so we’ve prepared the following detailed example.

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How to choose the right inspection tool for work on the go? 5 questions to guide your decision

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From customer surveys and maintenance checks to incident reporting, the inspection process typically involves a lot of paper work. The advantages of going digital are hard to ignore – higher efficiency, better integration with other processes, less likelihood of papers getting lost, better searchability of data, and many others.

If you decided to take the digital plunge and are searching for a solution to adequately replace paper once and for all, we have prepared a list of considerations that will help you make your choice.

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Resco Inspections for Microsoft Dynamics 365: Start building your first questionnaire

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Whether you deal with sales or field service, inspections and data collection come into play in lots of different scenarios. From staff reviewing a store’s inventory, construction safety supervisors, sales reps gathering customer feedback to agents documenting insurance claims or technicians going through checks of complex machinery. And if your organization already utilizes Microsoft Dynamics 365/CRM you might have considered using it to handle your inspection process.

At Resco, we’ve recently launched Resco Inspections, which can be fully integrated with Dynamics 365/CRM. Continue reading

Entity Hubs & Field user: How to combine Salesforce records without compromises

Salesforce data can be approached differently by various field users and across teams. One of the options to quickly access relevant data is to use Entity Hubs* via the Resco Mobile application. You can create a variety of hubs that represent condensed units of information relevant for specific teams and even individual users.

Example: Your Salesforce records like Accounts, Contacts and Leads can represent one unit = Customers.

This way, each team or a user can work with a particular Entity Hub and have all vital information in one place.

As of the Winter 2018 release of Resco’s mobile solutions, you can place any Hub you create not just on a view (like the Home menu), but on a form, as well. Continue reading