How To Utilize Your CRM And mQ Cloud To Alleviate Duplicate Data Entry
Val provides a step by step guide on how to take advantage of measureQuick's CRM integrations to save time and reduce data entry errors. Val demonstrates the process for both the office staff and the tech in the field.
00:00 Introduction
00:31 Setting Up a New Job in Your CRM
01:32 Creating a Customer and Dispatching the Job
01:55 Logging into measureQuick Cloud
02:34 Creating a New Project in measureQuick Cloud
03:44 Verifying and Entering Job Information
07:24 What the Technician Sees in the Field
07:45 Navigating Dispatched Projects
09:39 Using Standard Workflows
10:29 Entering Equipment Information
11:58 Generating and Saving Reports
12:27 Using Guided Workflows and Exiting the Project