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.
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
For any piece of technology – but especially for software products – flexibility is a backbone feature. The requirements of a business dictate which technology can be used, what is a good fit and where are the limits. Inability to deliver or to satisfy a critical need might mean an extended search for the right option, costing time, resources and money.
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
Entity form & Edit form editor
Form is a screen in the application that contains numerous fields which either hold or await the data. It is a tool that enables system administrators to represent the database data and collect user data in a user-friendly way. Each form should be easily understandable, which can be achieved by organized placement of the required components on the form. Continue reading
Ever since the Resco platform was incorporated as the default Microsoft Dynamics 365 for Field Service mobile client, we’ve received numerous inquiries about the licensing requirements and customization of the solution.
Today we’re bringing you an overview of the most frequently asked questions, so you can always find the answers easily organized in one place. Continue reading
Electronic signing of documents saves time and costs in formal communication with customers. A good old paper document has to be first printed out, copied, signed and archived – often repeating the entire process multiple times. On the contrary, the electronic signature, when implemented properly, is fast, secure, convenient and generally much more pleasant to deal with.
Now seamlessly integrated within Resco’s mobile crm, powered by trusted platforms of Universign and DocuSign, the electronic signatures are just a few simple steps away from being part of your mobile workforce’s daily routine. This blog will guide you through the process of enabling this functionality and is applicable for both Universign and DocuSign services.