Follow-Ups: Streamlining Issue Resolution in Field Operations

What Are Follow-Ups?

Follow-Ups let you report, assign, track, and close out issues on a job. With Follow-Ups, you get real-time field updates so issues can be addressed quickly with full office visibility.

Who Should Use Follow-Ups?

Follow-Ups are ideal for businesses looking to optimize their operations by equipping their teams with a reliable, automated process for correcting issues in the field.

Why Use Follow-Ups?

• Quick Resolution: Digitally manage field issues in real time.
• Operational Efficiency: Eliminate manual paper processes.
• Office Visibility: A trackable task is created for every follow-up.
• Complete Reporting: Download submissions with follow-up documentation.

How It Works

1. Office adds Pass/Fail field: Choose the Pass/Fail field option when creating your form.
2. Inspector marks an item as failed: When an inspector marks “fail” for an on-site issue, this will automatically trigger a follow-up prompt requiring additional information about the issue.
3. Inspector fills out follow-up and assigns user: The inspector fills out the follow-up form with comments and photos, then assigns a technician and due date.
4. Technician addresses the issue: The new user is notified of the follow-up assignment and can resolve the issue by adding comments, photos, and a signature.
5. Office downloads form submission: The office can download the form submission with follow-up information and easily share it with customers or other systems.