Due to client demand, we have added to our email delivery options. In addition to manually or automatically sending emails from your submitted forms, you can now schedule your emails to be sent in hourly increments (Examples: 4 hours, 12 hours, 24 hours). This feature gives business owners and managers time to review and edit their emails before they are sent. If you are reviewing emails before sending, scheduling emails can also help ensure consistent communication with your clients.
The short answer is yes.
The purpose of this post is to provide more information on how we link your forms to email addresses. Data mapping is the technical term for connecting sets of data. In our case, we map client forms and fields within their forms to their customer lists, vendor lists, internal contacts, etc. Data mapping allows our clients to use drop down lists and other convenient options to connect their forms with relevant individuals or groups like property owners, project managers, etc. This functionality helps eliminate most of the need for field staff to fill out contact information, unless the contact/customer is new and isn’t in the client’s current database. This functionality also allows forms to be emailed to relevant individuals or groups.
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Our dashboard gives our clients easy access to manage their field data, email, customer and vendor lists, and more. Each client’s dashboard is customized per form, so the default view for each form displays the most important and relavent for that client.
From their dashboard, clients can:
• Add or edit photos, documents, signatures to emails
• Edit and modify data collected by their field staff
• Export their data as CSV or PDF files
• Filter their data
• Manage their customer and vendor lists
• Send emails
You can view screenshots of our dashboard by clicking on the images below. Read More…
The following invoice/estimate email templates are examples of what our platform can generate from your paperless forms. You can choose to have your emails sent automatically as your forms are processed, or you can choose to manually approve and send your emails from our Dashboard. Like our forms, we customize email templates for each client.
Clicking on a screenshot below will open a larger version of the form.
The following screenshots have been taken from our Residemtial Property Review Form. We can customize this form to meet any customer requirement, or clients can choose to use the form as-is.
Form Details
• Property managers can upload their existing client lists in order to access them within their property forms.
• If the user selects “New Client” from the Client Address field, a New Customer Form will be displayed to allow the user to capture new client information that may not exist in the current database.
• Every category (inside, outside, vehicles, bathrooms etc.) of the property is separated into it’s own subform.
• The form also provides users with multiple photo and notes fields for every category of the property.
• Dynamic fields are used to only display the fields the property manager needs during a property review.
• This flexibility allows for forms to be customized on-the-fly per property. This feature is optional.
Clicking on a screenshot below will open a larger version of the form.
