eKo CRM and eKo Intervention: the right pair to manage your field interventions
Your teams no longer fill in paper forms at customers' premises: eKo Intervention produces the mandatory documents from the information entered on their smartphones.
- eKo Intervention: a mobile phone app
- Interventions assigned according to technicians' skills
- Intervention documents completed on a smartphone or tablet
- Information sent automatically to the customer record in eKo CRM
- Route optimisation
eKo Intervention is a smartphone app linked to eKo CRM.
In practice, interventions are scheduled in the planner of your technicians (or other mobile staff). Each technician checks their schedule while out of the office on their smartphone, and knows where and when to go and what needs to be done. If they cannot find the way, the Waze® integration will guide them.
Depending on the type of intervention, the technician will have one or several forms to complete, photos to take, customer signatures to collect and so on.
An ideal solution for:
- heating engineers: reduced-rate VAT certificate, PG gas certificate, intervention report, etc.
- roofers: post-damage intervention report with photos,
- electricians: intervention report with photos,
- sales representatives: meeting reports,
- in short, for everyone.
Once the intervention is complete, the information entered is automatically sent to eKo CRM® and saved in the customer record's history. All that is left is to invoice.
