Create Customer Experiences Checklist

Form Template

Use this mobile application as a digital training material to train new manager hires in your organization.

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Serves as a basic checklist and covers areas of knowledge, application and strategy. It is easy to modify the checklist items and customize it to best fit your company's needs. Manager trainees can enter their names, sign off and supervisor can check off items in real time. Use any smartphone to access this app. Signature capture provides instant data verification. Add detailed notes for areas of improvement, comments etc. Submit data instantly and add email recipients who need access to the data easily in the app. This could be your higher ups in management etc. Optimize it further by creating workflow for data approval.

  • Signature Capture
  • Submission Editing
  • Reference Data
  • Dispatch
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  • iPhone
  • iPad
  • Android
  • Windows
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  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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