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Microsoft access crm template
Microsoft access crm template









In this article, we'll walk through an example of setting up an inspection using a maintenance checklist on a customer asset.įor a guided walkthrough, check out the following video. Dispatcher adds the Service Task Type to a Work Order.Administrator associates the published inspection to a Service Task Type.Administrator creates an inspection template.Inspections are easy to create and use, involving the following steps: Version management: Administrators can continuously update and publish inspections to accommodate changing processes and evolving business needs.Customer assets: Inspections can be associated with assets, allowing users to see a history of all inspections for a particular piece of equipment.Answers are synced when connectivity is restored (cellular or WiFi).

microsoft access crm template

Offline support: Technicians can view and fill out inspections on their mobile phones or tablets without internet access.Inspections in Field Service also provide:











Microsoft access crm template