Imagine a scenario: John, an HVAC technician with ABC Cooling,
receives a work order through his company’s dispatch system for a
routine air conditioner maintenance at a customer’s home.
Upon arrival, John uses the FormConnect app on his tablet to:
- Access the work order details: He reviews the customer’s
information, job description, and any special instructions within
the app.
- Perform maintenance: As John inspects and cleans
the air conditioner, he uses the app to capture photos of potential
issues, record readings from pressure gauges or other diagnostic tools,
and document any notes or observations.
- Interact with the customer: He uses the app to answer
any customer questions, explain his findings, and obtain their sign-off
on specific tasks or service completion.
- Complete and submit the form: Once the maintenance
is finished, John fills out the pre-defined service report within
the app, automatically populated with captured data and photos. He
can even request the customer’s digital signature on the form itself.
- Generate records and reports: With a single click,
John submits the completed form electronically, automatically updating
the work order in his company’s system and triggering any necessary
follow-up actions. The app also generates a service report for the
customer and internal necessary follow-up actions. The app also generates
a service report for the customer and internal records.
