Field Service: Customer Report

Form Template

If you run a business where your employees are out in the field delivering service, you want them to be able to quickly and easily create a customer report of work performed.

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Created by: Team GoCanvas
Type: Reports
Language: English
Country: United States of America

Regardless of your type of business, put the Field Service: Customer Report mobile app in your field technicians hands today!

Field service employees can use the Field Service: Customer Report mobile app with a smartphone or tablet to complete a customer report. The template can be easily tailored to meet your business processes. Field workers at service companies can use this super simple app to capture basic customer information for their service requests and have the real-time data available for the team back in the office.

Record amount owed for work performed, amount paid, outstanding payments expected, and other basic information. Make this part of your field solutions today!

Each of the reports are saved safely and securely to your GoCanvas Cloud. Use the reports for management analytics to see service history for technicians, and to gain any actionable insights based on recurring field service solutions. The PDF is easy to email to customers, accounting departments, customer service management employees, field service technicians and sales team members.

Features
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • 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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