Medium

Available on

Apple Android Windows

Customer Visit Report Mobile App

The Customer Visit Report Mobile App offers a convenient way to complete and store customer visit reports. The only way for sales managers, sales reps and small business owners to manage their routine customer visits is by obtaining customer feedback on a regular basis via client visit reports and exercising proactive relationship management. Using customer visit reports for quality control and inspection purposes makes it easier to increase customer satisfaction and customer retention by addressing potential issues head-on. When used in the field by sales reps and others, these client visit reports can really help improve your customer relationships.

Key benefits of this app: 
• If you sell a product to different stores or manage a large inventory of products for several different customers, keeping up with customer care by visiting them in person is the best way to identify potential issues before they impact the business, and it also provides an easy way to gather customer feedback during client visits
• Using the Customer Visit Report template app to track the information you gather during these client visits means that you'll have an electronic record that can be analyzed for sales and marketing purposes
• The generic client  visit report app tracks company information, contact details, product groups and visit notes using a mobile device, and data can be customized to fit user needs
• Keeping track of customer visit reports by filling out the visit report template every time is critical to monitoring the customer experience and can help develop strong customer loyalty
• Reduce customer complaints to your company and turnover by managing your customer relationships in real-time with the customer visits template app

  • Lendlease
  • The Cooperative
  • PG&E
  • Toys R Us
  • Red Bull
  • Mirvac

Take a peek inside the Customer Visit Report Mobile App

Included Features

Our App Builder gives you the power to easily add and remove the ones you want. {{controller.show_all ? 'See included features.' : 'See more features.'}}

  • {{data.title}}

Included Fields

Customize to add, remove, or edit any of the fields below.

  • Ico textbox

    Company

  • Ico textbox

    Address 1

  • Ico textbox

    Address 2

  • Ico textbox

    Address 3

  • Ico textbox

    Town

  • Ico textbox

    Post Code

  • Ico textbox

    Tel

  • Ico textbox

    E-mail

  • Ico textbox

    Contact

  • Ico textbox

    Contact

  • Ico textbox

    Contact

  • Ico multiline

    Product Group

  • Ico multiline

    Visit Notes

  • Ico date

    Date of Visit

  • ...and More!

Related Field Service Automation Apps... and they're all free for GoCanvas subscribers!

App Name

New Customer Form

This new customer form mobile app provides simple new customer forms for service based companies such as dry cleaning, lawn care, and payment services.

This app can easily be used by customer service representatives, business owners, and customers alike. Although this is a simple application form, it still manages to detail all information when serving a new customer. Customer name and contact information is tracked along with product preferences, home information, order forms, and other crm data. Credit card authorizations, automatic payments, and other business forms can also be stored to help speed up POS transactions.

If you found this app interesting, then we also recommend checking out this retailer app and this wholesale app collection of templates.

App Name

School Injury Report - Simple Version

If you're a staff member at a school the School Injury Report Mobile App is perfect for collecting key accident/injury information of a student from a school administrator's mobile device. The app allows you to gather images, key information about the accident, the actual time and date of the child's injury, if any violence was noted, if physical activity was happening and it was an unintentional injury, if there was a serious injuries such as concussions, etc. This mobile application can be easily modified to meet your school needs and meet the appropriate requirement for your school district from elementary school to high school.

App Name

OSHA - Notice of Alleged Safety Violation

"OSHA inspections for occupational safety can reveal health hazards and even imminent danger. This mobile app for the complainant can make work and health hazard reporting easier, using federal OSHA report standards, right from a smartphone or tablet.
This digital form, provided for the assistance of any complainant, is not intended to constitute the exclusive means by which a complaint may be registered with the U.S. Department of Labor. It is a helpful digital tool or employees, subcontractor employees and company safety officers to report occupational safety hazards in the OSHA standard, in order for company representatives to take corrective action.
Prevent physical harm with high standards of workplace safety and by reporting potential hazards. Save, share, send and document hazards with the GoCanvas Cloud. "

App Name

Parking Citation

The Parking Citation mobile app for police departments and parking services professionals makes it possible to generate new parking citations with a smartphone or tablet, eliminating the need for paper tickets for parking violations.

If you want to lighten the load for law enforcement employees and the employees who work in parking lots, try our parking enforcement app that can go anywhere. Instead of carrying around paper ticket books that can be easily lost or damaged, the Park Citation app handles all the details of a parking ticket electronically. To use the app, simply generate a new parking ticket and add the citation number, vehicle license plate number, make, model, tag year, location of the violation, the parking fines due and your comments. This app will help parking enforcement officers and security teams for private parking lots to move more efficiently and be more productive as they do their job.

App Name

Natural Gas - Pipeline Survey

The Natural Gas Pipeline Survey mobile app was designed specifically for the natural gas industry. Instead of using paper surveys to gauge how the public feels about the pipeline and how much they know about pipeline safety procedures, the app generates an electronic survey form using a smartphone or tablet.

Natural gas pipeline surveys are used to measure the community's reaction to and feelings about local pipelines. Natural gas service companies can use these types of surveys to gauge resident satisfaction with the local natural gas industry, and the results can be used to ensure that natural gas transmission doesn't have a negative impact on customer perception. The pipeline company survey can be used before a new transmission pipeline project is developed or prior to pipeline construction to determine how it could impact the neighborhood. It can also be used when developing updated natural gas transmission pipeline safety guidelines and when working with new pipeline operators.

App Name

VA Dem House Race - Political Canvassing Form

This survey is an electronic form of a survey sent out by the Virginia State House of Representatives. The survey itself is a short questionnaire which asks participants to assign a rank of importance to various political issues. Apart from the monetary savings that using a paperless system could provide, this electronic form also allows for greater participation in the survey, especially in segments of the population which might otherwise not have filled out the survey.

App Name

Road Construction and Equipment Tracking

The Road Construction and Equipment Tracking mobile app for construction managers and road crews tracks employee time sheets, construction materials used on the job and the heavy duty and light equipment used during construction projects. Looking for an alternative to paper forms for tracking details of work performed in the construction industry? With the easy to use app, project managers, general contractors and workers can track all the most important details of construction projects from any smartphone or tablet, eliminating the need for paper forms.

When it comes to effective construction management, it pays to handle all the details of construction projects electronically. This app was designed specifically for the construction industry, and allows work crew and project managers to access real time data about the current job from anywhere in the field. Track all the most important details of any building construction job, including the job number, subcontractor names, equipment used and more. The app gives general contractors, project managers and others in the construction industry all they need to effectively carry out any type of design and construction project.

App Name

Apparel Retail Form

This handy apparel retail form mobile app was built for a mobile retail sales associate or sales assistant. Great for department stores, e-commerce sales, local sales, and visual merchandising, this app includes all the necessary details for an apparel retail form.

Specifically, this app allows the user to have a terms and conditions page, a screen for purchase order information, which retail store the apparel is sold to or shipped to, basic sales information, sales tax, a list of sales orders, gross receipts, and finally a summary screen. This application ensures every detail is covered--even style numbers and color numbers for apparel. Customizable for any retail store, this application also does all the calculations for you, making it easier for the sales associate and the customer.

Looking for additional retail mobile apps? Check out this app for retail stores.

More Information


Recent Blog Posts