You need to take down the right information for every client requesting services from your company. Each one may require specific needs as you don't want to get your clients confused and offer the wrong services. This mobile client service information form allows you to conveniently gather client information directly into your mobile device when they call or email their service request to your company.
This client service information form allows you to have the correct service request information right on your mobile device. You can pull up the information when you arrive at the site and check out what services the clients wants from your company. You can efficiently fulfill the client's request and double-check the work service order for any special details. So you can ensure that all services have been completed before moving on to the next job.
Our client service information form can be used on any mobile device as you can input the information when the client calls you on the phone, emails a request form to the company, or speaks with you personally. Then you can assign the appropriate worker to perform the job. Our template for the client service information form has the following pre-built categories.
Home/work phone number
Work request day
Work request time
Description of services
Additional services provided
Customize Your Digital Client Service Information Form
We know that every business is unique, and your forms should reflect that. Our ready-to-use template is a comprehensive list of industry standard fields, but it is most useful when customized to reflect your own needs. The IntouchCheck platform makes it simple to quickly customize the mobile form template to meet the individual needs of your company and goals; questions, fields, or sections can be quickly removed, and new queries or fields can be added in the appropriate places to fit your project.
Create Your Own Client Service Information Form Template
Already have processes and procedures in place? IntouchCheck’s straightforward interface makes it fast and easy to create your own forms, where you can customize the sections, categories, questions, and types of data/image capture fields. We’re here to help you get started! Try IntouchCheck for free, and see how easy it is to streamline your business processes.