September 24, 2021.
Written by Michelle Colbran (Founder of SOS Consulting)
Release 02 – 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.