Resco Cloud quick guide for Field Service technicians

Resco CRM Flawless desktop experience

Display information about the customer, case history, installation manuals, product documentation, job schedule, task details, and so much more.
Eliminate paperwork by storing manuals and instruction sheets in the cloud.
Organize your agenda and schedule customer visits visually in a calendar.
Design your daily route plan on a map and schedule appointments.

Manage activities, assign work orders to your agents, record times.
Create automated workflows to guide field technicians throughout daily tasks thanks to business rules.
Sync the desktop CRM with the app and make the information flow between the back office (using the desktop CRM) and service team (equipped with the mobile app).

Work offline: Access the company’s CRM data via mobile device from any location, even without an Internet connection.
Get a completed service task form signed off digitally.
Scan barcodes or QR codes to enter parts used, get more info on the material or to add the products to the order.
Enter and track parts or materials used.
Run reports and print documents such as contracts, certificates, warranty info, quotes or a price list (most printers support wireless printing nowadays).
Capture signatures for completed service tasks.
Receive notifications from your colleagues or supervisors.
Track email communication (Exchange, Gmail).
Place & log in your phone calls.
Utilize chat to ask a colleague for a quick consult.
Display activities, cases and other records on a map.
Access your Dropbox/SharePoint files.
Collect data with checklists, surveys, questionnaires, polls and filling safety forms (e.g. store all your findings by ticking checkboxes or dropdowns).
Attach documents and multimedia to records (pictures, videos, audio).
Save the GPS position as a proof of actually being on-site.
Support of custom entities (e.g. work orders).
Use any smartphone/tablet.