Mobile e-Forms
Utilizing service management software enables your administration team to go paperless, enhancing their accuracy and productivity. This capability can also extend to your mobile workers through the SAM Mobile App. With the SAM Mobile App, mobile workers can update any mobile eForm document while on the move, facilitating a paperless workflow. Uploading documents is straightforward and can include existing documents (e.g., MS Word document) or customized documents tailored to your business’s specific needs.
SAM Mobile Signature Form
Upon completion of the assigned task, the mobile worker has the capability to obtain the customers’ digital signature, a pivotal step in the process. Subsequently, the system promptly integrates this signature into the document, rendering it readily accessible to a colleague within the administration team for further review or processing.
Mobile eForm Features:
- Documents Type - You can add any MS Word or .html based document and it will be available across all devices.
- Field Selection - Choose from a variety of form field types.
- Configurable Fields - Change field type to improve the quality of data captured and speed up the process.
- When a job is completed, the mobile worker can utilises the app to capture the customer’s digital signature and officially sign off on the completed job. The signature is time and date stamped, and this timestamp and date is stored in the job history.
- Works On & Off-Line: The app functions seamlessly both online and offline. When online, it operates through a data connection, such as WiFi and 3G/4G mobile data services. When offline, it operates independently of a data connection. However, upon reconnecting to the Internet, it promptly synchronizes with the server. All information is time-stamped. Therefore, if a customer signature is obtained while offline, the actual time of the signature is updated when the app synchronizes with the centralized database.
- Accounts Integration - Integrates with Sage 50 Accounts
Mobile eForm Benefits
- Go Paperless: The primary objective of eForms is to facilitate businesses in transitioning to a paperless environment, thereby reducing errors and enhancing accuracy. With eForms, a mobile worker cannot overlook obtaining a signature, as the job cannot be completed without one. Furthermore, there is no risk of paper damage or loss, and the likelihood of inputting incorrect information is significantly minimized.
- Save Time: Mobile eForms can significantly save time and resources for your business. There's never a need for mobile workers to visit the office. No need to collect physical paperwork or to drop them off after completing a job. Additionally, administration staff no longer need to manually enter data into a spreadsheet. This process is automated, and they only need to verify the information.
- Personalized Forms: You have the flexibility to create your own forms with any fields that you require to capture the necessary information. Furthermore, you can incorporate your company logo into any of the forms you utilise.
Email your Enquiry: info@samsoftware.com or use our Contact Form.
