Services
We provide consulting, training, and support for various business solutions. Our approach is to make things simple and logical so you can make better decisions.
A CRM’s purpose is to stay connected to customers and to streamline your procedures.
If used correctly, a CRM software will give you a better understanding of your customer’s behavior. This will give you the opportunity to adjust accordingly. By making the necessary adjustments, this should translate into better relationships which will increase your profitability.
Create customized forms and reports to suit your business needs, such as inspection reports, certificates of compliance and safety assessments.
The auto-generated PDF reports completely streamline compliance reporting and the provision of formal documentation to clients.
Simply working through a list of questions, staff can generate comprehensive and professional PDF reports while on site.
Forms are a great way to instil quality, consistency and safety in the way all field staff go about each job.
Create customized forms in ServiceM8’s online editor. Start with a Microsoft Word template for your report, and set simple questions and answers for the field staff to step through on-site. When they’re done, their answers populate the template to instantly produce a professional PDF report.
Flexible question types cater to different types of jobs and scenarios. Form questions can require staff to pick from a list, take a photo, collect a signature, enter a date, type in a response, and more.
Set up forms for faster completion by being able to skip questions that are not needed.
Make forms a checklist item for specific or general types of jobs, so staff don’t forget to complete them. You can even make them mandatory at the start or end of the job.
ServiceM8’s forms system is incredibly flexible, making near endless possibilities for the areas in your business that you can systemize and build processes around. Build checklists, safety audits, site reports, inspections reports, industry-specific compliance certificates, and more.
All forms, certificates, reports, and documents are saved to the job diary for future reference. No more lost paperwork.
The Form Store is an online marketplace of ServiceM8 Forms, where you can browse and buy Forms for your business
Acute Data Systems
Tel: 800.761.3037
Fax: 800.801.8573
solutions@acutedata.com
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