Sage CRM Mobile Service Signature

CRM Mobile Service Signature enables Consultants to get approval and actual Client sign off of a Job, while still on the Client site. The Client can see the details of the Job listing on the Consultants mobile device and sign off the job sheet, on the touchscreen, there and then.

Seamlessly integrated with Sage CRM, the Job Sheet is then automatically saved to the client file in CRM, along with the attached client signature. CRM Mobile Service Signature is compatible with Android Tablets and Phones and the iPhone/iPad.

Security Log Mobile Service

Key Features

Job details

Remote access to job sheets

In order to access details of a Job remotely, each Consultant logs into a Web Portal using their own secure login & password.

The Portal contains the listing of all Jobs assigned to that Consultant. They can click through to the Job detail on each Job, where they will have an option to edit and / or add to the detail, including Closure Comments.

Job sign off

Once the Client has signed off the work, on the mobile device, an email can be sent to the Client, based on their email details within CRM. The email will include a PDF of the signed-off Job Sheet, containing details captured and the Clients own signature.

 

E-mail confirmation

The email confirmation is the clear record of the Client’s approval and the recording of their signing off on the Job done. This email will also be included as a Communication in CRM, attached to the Client and Job record.

 

For more information on Greytrix Sage CRM Mobile Service Signature, write to us at crmproducts@greytrix.com

Email Configuration

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