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

Resco Inspections: How to start your free trial

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Resco Inspections is our biggest new product introduced since the original Resco Mobile CRM app. That was exactly a decade ago. During past 10 years, we came to see a large potential of the app’s functionality for field inspectors. Later, potential turned into real-life use cases. Numerous Resco customers, including Bridgestone or Enterprise Inns have utilized a handful of the solution’s features specifically for inspection scenarios. Continue reading

Beyond field service: Inspections across various industries & enterprises

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When creating Resco Inspections, we’ve been inspired by use cases reaching even beyond traditional field service scenarios. Looking at our customer portfolio, we’ve realized there are quite a few companies who already utilize Resco’s mobile platform for use cases that could be categorized as inspections.

Below, you’ll find several scenarios from these existing customers who are using solutions built on Resco technology. Could these use cases be enhanced further with Resco Inspections? Continue reading

4 ways to improve inspection processes with Resco Inspections

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Not so long ago, when leaving the house in the morning you really only had two things you couldn’t forget – your keys and your wallet or purse. Today, a smartphone and often another mobile device, such as a tablet, has become an essential item as well.

The key advantage of this shift for businesses is that it’s easier than ever to have a truly mobile workforce. However, you still need to provide your people with the right tools for the job. Continue reading