EXCLUSIVE INSIGHTS

Tracker Management Process

Building Trackers means you can create processes in your business, such as quality assurance checklists and site reports.

We will configure Trackers for your business using Zoho Forms to capture questions, checklists and images. These forms can be assigned to specific individuals and associated to relevant tasks.

Once completed we will configure the forms to sync back to CRM and install our exclusive functions to automatically link the tracker to the relevant Job for compliance tracking and reporting.

Features

  • New tracker module for linking trackers to jobs, to help you manage checklists, quality assurance and compliance.
  • Create a tracker from the Job Items Update Widget V4.
  • Sync trackers to Zoho Projects as tickets.
  • Send emails to users, customers or contractors with URL links to tracker forms.
  • Integrate completed trackers from Zoho Forms to CRM and automatically have the job linked.
  • Trigger business processes and workflows in CRM, using data from completed forms.

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STEP BY STEP

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.

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Reach out to our team if you would like to learn more about this process or other exclusive solutions.

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Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.