To make a splash in the pool industry, you need to provide excellent customer service. Ditching outdated paper processes in favor of digital workflows is one way to improve your services and earn better ratings. Use Formstack's service template to give your technicians an easy way to collect information on the job, even if they don't have access to the internet.
Customize your form's look.
This template is 100% customizable. Add your logo and brand colors without needing to know a single line of code. Including brand elements on your form will help to promote recognition and trust amongst your customers.
Collect information offline.
Ditch pens and clipboards for mobile phones and tablets instead. Your technicians can complete this form anywhere on any device, even without internet access. Data collected offlinewill sync with your account when a connection is re-established.
An Electronic Signature field has been included on this pool service template so your staff can collect signatures on their mobile device. Customers can easily sign with a tablet pen or finger. No printing, faxing, or scanning required.
Create custom invoices.
Save your team time by using the data collected on your form to automatically generate custom invoices. Easily send these generated invoices to apps like QuickBooks, or email them directly to your customers for their records.
“Formstack makes it super easy for us to create the forms we need. It saves us tons of time on data entry and analysis and makes it simple for us to see, use, and share data across departments.”
Lindsay Anderson, Project Manager at National Geographic Society
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Get access to this pool service template and other field service forms when you start a free trial.