CRM Mobile Service Signature

CRM MOBILE SERVICE SIGNATURE | GREYTRIX

The Mobile Service Signature addon by Greytrix, seamlessly integrates with CRM, enabling Consultants to obtain approvals & actual Client sign-off.

Highlights

JOB DETAILS

‍To access details of a Job remotely, Consultants log into a Web Portal using their secure login & password where they can browse through listings of jobs, perform actions, close comments.

JOB SIGN-OFF

‍After the client signs off the work on mobile an email is sent to the client based on CRM details containing a signed-off job sheet PDF, details captured, and the client's own signature.

EMAIL CONFIRMATION

‍The feature is a clear record of the client's approval and signing off on the job done. The email is promoted as communication in CRM, attached to the Client and Job record.

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Benefits

PLANNING AND AGILITY

‍Closure of comments, immediate job sign-off from devices with emailing of service signatures, immediate feeding of corresponding data in CRM ensures better planning opportunities.

BUSINESS PROCESS KNOWLEDGE

‍Provides access to all the information needed to execute a service order from the initial order preparation to the documentation of the order execution.

‍MULTI-DEVICE COMPATIBILITY

‍Mobile Service Signature is compatible with Android devices like Tablets and Phones as well as on Apple devices like iPhones and iPads.

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Advanced MES for Acumatica and Sage X3

MES Overview

Acumatica Connection

Sage X3 Connection

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