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

Blog_MainImage4

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.

Continue reading

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

inspection-helmets

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.

Continue reading

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

resco_inspections_dynamics365

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

Resco Inspections: How to start your free trial

inspections_tutorial_main

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

inspections_use_cases

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

Resco in 2018: Recap and latest plans

recap_2018

With 2019 now upon us, let’s take a quick look back at 2018 – the year that turned out to be the most successful in Resco’s history, brought us exciting new opportunities and numerous great achievements. Continue reading

7 best enhancements coming to Salesforce field users with Resco’s Winter Update ‘18

salesforce mobile

The air is getting colder and the countdown for the Holidays begins. That must mean one thing, Resco’s Winter Update is around the corner.

In case, you missed a full overview of the Winter Release of Resco’s Mobile Business Apps Platform, Continue reading