Did you know? You can enable employees in the field to autodial a customer directly from a work order, inspection sheet, invoice or other mobile forms. This feature is particularly useful for workers in the field who need to confirm with customers or managers or gain approval for their assigned tasks before proceeding.
Utilizing the feature is as simple as including your customer’s phone number in your dispatch data, then adding the phone dialer action button to your mobile form. You can give the button any intuitive label you choose, such as “Call Customer to Confirm.”
This little convenience can save precious minutes on each job in the field, translating to hours of gained efficiencies over the course of each fiscal year!
Did you know? You can create proposals, POs, contracts, estimates or invoices in the doForms web portal and email them as mobile forms to your customers, vendors and suppliers for execution.
What makes doForms better then PDFs, spreadsheets and word docs for document execution? doForms mobile forms come with the ability to track opens and statuses, collect signatures and trigger automated emails once completed.
Imagine sending a purchase order to your customer and knowing exactly when it was opened. Once your customer completes the mobile form it automatically gets emailed throughout your organization in seconds and in multiple formats to trigger fulfillment.
Or imagine sending a proposal to a customer for sign off and your sales manager getting an email the instant the deal was won. Moments later, the warehouse receives an email to ship the product, your accounting system is automatically updated and an invoice is generated. All for less than the cost of a single stamp. No email attachment can come close to that functionality.
To learn more ways you can put doForms mobile forms to work closing deals for your organization, contact our friendly and knowledgeable mobile forms consultants.
Did you know? doForms mobile forms go way beyond your mobile device. doForms are so versatile that you can embed them everywhere, like in your web site, in an employment ad on a recruiting website like Monster or Indeed, in email or in any other internet-connected interface that supports your business.
Did you know? It’s a snap to dispatch work order forms to anyone in your doForms address book. That puts everyone that works for you in any capacity within your business workflow whether they’re in your organization or not, from employees and contractors to external vendors and suppliers.
Have resources that you only use on an as-needed basis? Simply add them to your dispatch address book and schedule them to do work when you need them. doForms will send them your work request form, allow them to accept or reject the email, and will let you know as soon as they open the form. doForms also enables them to send you status messages at any time through the work order form, keeping you up to date on job progress. Fees only apply when you send and receive forms, so no licenses are needed for the individuals that you email.