Faster in-app navigation with images in your questionnaire picklists

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Did you know the human brain can process images up to 60,000 times faster than words? Furthermore, 90% of the information transmitted to our brain is visual. Simply put, we process and respond to visual data far better than any other type of information.

So how about further boosting the efficiency of your field team by adding custom images to any picklist (Option Set question) in your Inspections questionnaires? Continue reading

Resco Inspections for Salesforce: Set up your organization

Resco is used by more than 2,500 customers around the globe. We have seen a wide range of implementations, utilizations, use cases and scenarios of Resco’s mobile solutions. Often, we are impressed with creative ways our partners and customers leverage our technology.

There is a huge number of client implementations that include some sort of inspection-related activities: be it surveys using custom logic, check in/check out, drag ‘n’ drop scheduler, and more. Possibilities of using mobile devices and applications for inspection purposes are almost limitless – no matter the use case. Several Resco partners and customers have created heavily customized apps to provide an effective inspection execution. Continue reading

Quick tip: How snippets speed up the setup of Resco Inspections questionnaires

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The addition of snippets to Resco Inspections’ Designer enables an effortless way of reusing various questionnaire parts.

A snippet may consist of individual questions or entire groups of questions. It can be built from scratch or by copying a selected part of an existing questionnaire. All snippets are stored in the Snippet library. From there they can be easily pasted into any questionnaire template. 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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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

Documentation update: Learn more about Entity Notification Workflow and the new Questionnaire Designer!

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Despite the hot summer months and vacations in full swing, we at Resco don’t want to stand still and rather try to further improve our products and services. And today we have some new and updated documentation for you.

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Learn how to attach a signature to the Questionnaire Report (for MS Dynamics and RescoCRM)

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Many clients request their questionnaires to be signed upon completion by creating a separate question with a signature field. So it is understandable that they would like to see the corresponding signatures attached to mobile reports as well.

Given that this process is not as straightforward as it could sound, we have prepared this short guide to show the exact steps on how to achieve it.
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