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Field Service Survey

  • June 13, 2024
  • 1 reply
  • 53 views
C
Semi-Pro II

Hi All,

When providing service, technicians must answer a set of questions regarding the equipment's condition or the service provided.

Once completed, the answers will be sent to the customer as a report

I have seen some posts about the Acumatica Survey. However, this feature has been built like a form, that will be sent out to collect feedback and it doesn't work for people using Field Service.

So I question how the other companies are using the Field Service Feature facing this issue.

Are there any solutions for the Field Service Survey? because this is not a special business process.

Best regards,

Yên Chi

 

Best answer by vdiaz

Hi! 

As far as I am aware, the functionality you would need, is not available on plain Acumatica. 

Maybe a solution like this would help:

I suggest you to check out the Acumatica marketplace for other similar solutions. 

 

1 reply

vdiaz
Acumatica Moderator
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  • vdiaz
  • Acumatica Moderator
  • Answer
  • June 23, 2024

Hi! 

As far as I am aware, the functionality you would need, is not available on plain Acumatica. 

Maybe a solution like this would help:

I suggest you to check out the Acumatica marketplace for other similar solutions. 

 

Valentina
Chris Hackett
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