Quick Tip

doForms Allows Autodialing from Mobile Forms

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!

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autodialing from a mobile form