Service Report

Your service technicians can create, plan, and monitor their upcoming work orders in Salesforce at a glance, including the work steps they expect to perform 

In addition, they can view all relevant information such as customer data, task description, order status as well as deadlines at any time and add to it if necessary.

Thanks to the app, all necessary information on work orders can be retrieved at any time and service reports can be created and sent to the customer while still on site.

With a simple click, service reports can be created and important information such as services, problem solutions, customer feedback and materials used can be recorded. Even before the report is executed, information on work steps, product documentation and warranty information is automatically filled in. This means that your service technicians already have all the information at their fingertips, saving them valuable time. The comprehensive documentation of service operations can be used for tracking, reporting and analysis.

After successful execution of the service activity, the final documentation follows, which is created on site thanks to the app. 

Afterward, the PDF report can be created with one click.

The complete service report can be signed digitally and conveniently by the customer while still on site.

After completion, the service report is automatically sent via e-mail to the customer's stored e-mail address.