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    Hi,

    I am using CRM4.0 and want to create job sheets for my service and installation engineers. The information required is the customers details i.e address phone number and the work that is needed to be carried out. Do I need to create a template for this/ or is there an add on I can use.

    Thank you for your help.

    Best Regards

    Mark

    Monday, June 28, 2010 7:01 PM

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    Great -

    Additionally, if you're using the CRM 'Case' functionality to track the jobs assigned to your engineers, a custom report based on that case could provide the engineer the address/phone/other details from the associated customer along with the details about the case describing the job.

    If the engineers in the field have access to CRM while on-site, they could then update the case with notes from the installation / complete it at the end of the job.

    CRM is quite flexible, it's really more about working with your team to determine what functionality is needed to support the 'job sheet' requirements.

    Scott.

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    • Marked as answer by Jim Glass Jr Tuesday, June 29, 2010 2:21 PM
    • Unmarked as answer by smarta tech Wednesday, June 30, 2010 6:01 AM
    • Marked as answer by smarta tech Wednesday, June 30, 2010 6:01 AM
    Tuesday, June 29, 2010 11:16 AM
    Moderator

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    That sounds like an easy report -

    Is this CRM Online / "Live"- Or is it hosted with a partner or at your company? (makes a difference in what type of reporting you can do.

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, June 28, 2010 8:05 PM
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    Hi Scott

     

    this is hosted at my company

    Thank you

    Best regards

    Mark

    Tuesday, June 29, 2010 9:58 AM
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    Great -

    Additionally, if you're using the CRM 'Case' functionality to track the jobs assigned to your engineers, a custom report based on that case could provide the engineer the address/phone/other details from the associated customer along with the details about the case describing the job.

    If the engineers in the field have access to CRM while on-site, they could then update the case with notes from the installation / complete it at the end of the job.

    CRM is quite flexible, it's really more about working with your team to determine what functionality is needed to support the 'job sheet' requirements.

    Scott.

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    • Marked as answer by Jim Glass Jr Tuesday, June 29, 2010 2:21 PM
    • Unmarked as answer by smarta tech Wednesday, June 30, 2010 6:01 AM
    • Marked as answer by smarta tech Wednesday, June 30, 2010 6:01 AM
    Tuesday, June 29, 2010 11:16 AM
    Moderator
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    A 'low tech' option for the job sheet would be a dynamic export of open cases to excel. The advantage of this this is it is automatically updated every time it is opened. You could even create an export which is 'open cases owned by the current user' and link this in as a file through the report feature of CRM so it can be opened directly from CRM.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, July 13, 2010 2:23 PM
    Tuesday, July 13, 2010 2:23 PM