Customer History

Give White Glove Service

• Keep track of the “little things” that matter to a customer, from gate codes to pet names, all from your mobile device
• See the full customer work order history so you can provide great customer service no matter which technician shows up
• Whether you’re in the office or in the field you can easily add information to the customer notes to make them feel known and appreciated

Get The Job Done The Right Way

• Give technicians the step-by-step guidance with custom forms that detail how each service should be carried out
• Use custom forms to document the diagnostics and health of equipment so you have a detailed history if problems arise
• Stay flexible by having seasonal diagnostics forms encourage in-depth inspections before equipment usage is ramped up

Full Equipment History at Your Fingertips

• With full equipment history tied to your customers, techs can see all the work they’ve performed before, during, or after a job
• No more calling into the office and searching through old records. Create links for each piece of equipment with crucial information like spec sheets, warranty dates, and previous work performed
• Equipment history enables techs to easily review equipment condition with customers and make recommendations based on facts instead of guesses