FieldForce mobile app now lets crews complete visit forms in the field. Fill checklists, custom fields, collect signatures and photos, then sync everything back to the office. Use cases include service checklists, equipment maintenance, and project signoffs.
Hey everyone, it's Mike from Copilot CRM. Soon to be Homeworks One of the biggest asks since launching the Fieldforce Mobile app is officially here. Your crews can now complete visit forms directly inside the Fieldforce Mobile app. This unlocks a huge upgrade in how teams document work, how they stay consistent and communicate with the office. So here's what's new. Crews can now open the assigned visit forms inside of the visit. They can fill out checklists and then like you can take custom fields for text or for short and long text fields, dropdowns and more. You can collect signatures directly from the field. You can add photos as part of the form. You can also submit everything as part of completing the event. You can sync all this documentation instantly back to the office. So you might not have used visit forms in the past. So here's what you can use them for and why it matters. Use them for service checklists. This could be for equipment maintenance. This could be for large projects. At the end of the job you want to make sure certain things are done. Job conditions, reporting on the weather or other aspects of what you want to know when the job is completed. Tools and equipment being used before and after documentation or customer specific requirements. Little things like them locking up the gate or putting the dog back in the backyard or all those other things. Now this is just again another iteration on the Fieldforce mobile app. Throughout the off season, throughout the winter, you can expect a lot of new additions. The next one up on the agenda is Upsells. So we're really looking forward to being able to bake, upselling and the feature that we have in the web app directly into the Fieldforce mobile app very soon.
