Sales and service professionals can spend significant portion of their time outside of the office. This part of the job may be kind of a black box for the management – the employee left, the employee came back, but what exactly happened in between? Has the work been done effectively? Are the tasks planned properly?
If you want more insight into your team’s progress in the field, you may benefit from using Resco Routes.
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 →
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 →
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 →