Field Service: Customer Statement

Form Template

Imagine generating a Customer Statement from your smartphone when you're out of the office!

5,000 Companies save time and money with GoCanvas

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

How convenient would that be! The Field Service: Customer Statement Mobile App extracts data from your financial database of clients to build an electronic customer statement. This software will be an asset to any business!

The management of a business may personalize this app to create a customer statement. This report draws from real-time data to process a detailed, consolidated financial service history within a certain period of time. Customized fields could include the name of the customer and contact information, address, sales invoices, payments, and any other bookkeeping transactions. Think how much this business intelligence will increase productivity and accuracy!

Clients need financial analytics fast nowadays. And you’ve got the edge if you have the technology that can speed their results to them. It can be very empowering for workers to perform tasks on new software systems that get results when they need it!

When a record is completed, the Field Service: Customer Statement Mobile App will process the data to generate a PDF that can be emailed to customers, accounting departments, customer service management employees, field service technicians, and sales team members. And a copy is stored in your GoCanvas account for your business records. We love to produce software solutions that meet all your business needs and generate better customer retention.

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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