Do More On The Go.
We offer the flexibility to give field workers permission to create tasks directly from the phone or tablet app, even when offline. If an ad-hoc task arises when a field worker is at a client location, they have the ability to create a new task which will generate all the client details automatically but importantly give them access to a folder of workflow forms or reports.
Choose the workflow required for the client and then the task will be created under unscheduled tasks. The task will display all the client details as normal along with the workflow form fields that have been set up for that form or report. Complete as necessary in the field and then sync back to the office when finished. No need to call the office to ask for information and forms to be sent over to you!