Service Orders Workflow
Overview
Survey forms help service providers generate service orders. Master data is connected with the survey forms, allowing users to enter client information and service details with a click.
Users with certain administrative privileges can add or update the master data used as options in survey form fields. Plus, more data is collected with each submitted form, allowing service providers to use this data to generate dashboards that help them visualize their service order data.
Contact us
Visit the customization page or contact a Cotalker Sales Representative for more information on how to customize workflows and surveys for your company's needs.