CRM FAQs

Is it possible to use the inspection forms in MS CRM?

Yes, we can use Inspection forms. The need to complete inspections on equipment or other assets is one that many field service organizations

How to generate work orders automatically?

Manually scheduling recurring work orders is time-consuming and can be prone to human error due to miscalculations or forgotten tasks.

Is it possible to auto generate IDs for Work Orders, Orders, Quotes and Invoices

Yes, we can auto-generate IDs in any format like WO-0001, WorkOrder-1234, etc.

Is it possible to assign same Work Order to multiple technicians?

Yes, As some work orders cannot be completed by one person.

Trying to decide on a Field Service management software, here are the questions you need to keep in mind: – Part 2

What does training look like? How long and how easy to learn the software?

Trying to decide on a Field Service management software, here are the questions you need to keep in mind: – Part 1

How much time will it really save per technician?

Advantages of Resco Field Service Platform:

Create forms on the fly and deploy them to techs’ mobile.

What is a work order?

Work order is the basic unit of a Field Service engagement. Think of it like this: As a kid do you remember when your Mom asked you to do some kind of chores, like washing dishes or cleaning up your bed? That’s a work order.