Resco Routes: How to start your free trial

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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.

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Quick tip: How to create new appointments in the Resco Inspections Scheduler

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After you’ve started your Resco Inspections trial, let’s now take a closer look at how you can use the Scheduler to effortlessly set up inspection appointments for your field staff: Continue reading

Quick tip: How to use new Resco Inspections data storage options

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The Spring Update 2019 brought new data storage options for Resco Inspections, convenient especially when handling extensive questionnaires. 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

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

Offline HTML & JavaScript Bridge: Extended flexibility for any organization

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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.

This is obviously true for enterprise systems in general, but even more true for mobility. The mobility landscape keeps evolving and the requirements of businesses for robust, but at the same time very flexible mobile solutions are growing by the day. That’s why we sat down with Resco’s Product Manager and long-time technical expert, Juraj Mojik, who explained how companies can tailor Resco’s mobile app with offline HTML and JavaScript Bridge. Creating one-of-a-kind user interfaces or implement unique business logic. Continue reading