Field Service: Customer Statement Mobile App
Imagine generating a Customer Statement from your smartphone when you're out of the office!
How does it work?
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.