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Spotlight Form: Precision Tune-up Form

Posted by Luke Collard on 1/12/17 4:57 PM
Luke Collard
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Scout Mobile Forms for Field Service Technicians

A yearly furnace inspection will prolong the life of a HVAC system and help customers save on their energy bills. It is also a way for contractors to build rapport with their customer base. A Precision Tune-up Form allows HVAC companies to stay top of mind with their customers and to build rapport.  Scout powered by Pointman ensures that Precision Tune-up forms are completed thoroughly, with accuracy, and in a timely and efficient manner. The mobile checklist for precision tune-up takes away the need for paperwork records and minimizes clutter, thus simplifying the process both for you as the contractor and for your customers. With Scout, you can easily create and manage your tune-up checklists and benefit from leveraging several key features:

 

Scout gives its users 18 drag-and-drop tools that enables users to build interactive mobile forms that cut down on completion time and increase sales leads. Eight more features on the way!

drag and drop features to build digital HVAC forms

Yes/No Toggle allows service technicians to demonstrates whether they performed one of the tasks, like cleaning the burners during a Precision Tune-up. Better understand what you did well and find opportunities for further improvement. The Yes/No Toggle allows for service techs to quickly and neatly answer questions to the Precision Tune-up checklist.

Furnance Tune-up Checklist Form

The Range Slider allows the service tech an interactive and easy way of selecting a range of values. Using a smooth, aesthetic slider, the service tech can drag both ends of the slider to select the desired range of values on the Precision Tune-up Form.

Furnance Tune-up Checklist Form Range Slider
Use Signature capture to get the customer sign-off and agree that Precision Tune-up has been completed to their satisfaction from the field.

Furnance Tune-up Checklist Form Signature Capture

By digitizing your Precision Tune-up Form, your company can unlock a new level of functionality for your business. To find out more about the Precision Tune-up Form and others, check out Scout.

 

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Tags: Product - Scout, HVAC Contractors, Get Organized & Efficient

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