A simple method of managing all your customer information

Store, share & co-ordinate all your documents and information with a single, simple solution

Field based workers & teams all have one thing in common, don't they?
Well, yes they do and it's probably so obvious that it's not the first answer you'd give!

Field workers generate 'information'
Information.  Field workers generate information as a result of the work they do on-site and that information needs to be recorded and efficiently passed back to office based staff for other processes including compliance, invoicing, parts ordering and customer service.

Time and again we have heard grumbles from companies regarding the slow turnaround time from paper-based collection in the field to availability at the office as well as on-going accessibility issues by staff including storage, identification and retrieval. We also heard of companies using several different, unrelated systems to achieve capture, storage and collaboration of information.

A simple, integrated  information management solution
So, to make life simpler, more efficient and a lot less stressful for everyone, we have built and launched (with great feedback!) our all new 'Customer Journal' - the single solution for the storage, retrieval and collaboration of information captured using pro-Forms^® - meaning you will never lose time, documents or information again.

Fully integrated into the pro-Forms^® Field Service Management solution and also tightly integrated with Microsoft Office 365, the Customer Journal is a one-stop shop for ALL information, documents and collaboration for Customers, sites, jobs and assets.

Significant benefits for your business
Here's just some of the features and benefits our Customer Journal can bring to your business :

• automated filing & storage of incoming forms into Microsoft One Drive, Google Drive or Dropbox
• create colour coded information categories e.g. Quotes, Responsive repairs etc. under which information can be stored
• set reminders & To Dos for colleagues in Outlook directly from the Journal
• keep full history & audit trails of information for jobs, customers and sites
• link & share any kind of document stored locally or in One Drive e.g. drawings, manuals, quotes & invoices

Feedback from customers indicates that communication and collaboration between office staff is improved, customer service levels are up and many hours are being regained from mundane filing, storage & retrieval tasks.

If you would like to experience the benefits the Customer Journal can bring to your business why not call us on 0330 1242 160 or take a FREE Trial.