Release notes January 2023
The new Zegoal features. Mobile app - Remarks to tasks, "Instructions" for Filling in the Fields of the Tasks...
Create Workflow Templates & Job Forms For Field Staff With Just A Few Clicks
Go paperless. Analyze results of thousands of jobs
and tasks with completely digital job forms.
Digital documents
Job form is a digital or paper document that mobile workers need to fill when a task is completed to collect information or get proof of service. As a rule, a job form consists of checklists, photo reports, asset or site inspections fields, and e-signature.
Popular Job Forms Fields
Photo report
Controls quality of tasks with live photographic verification right from the app. No need for bulky field equipment.
Sign on glass
Real-time electronic signatures from clients confirm agreement of completed task.
Checklists
Create job forms and checklists, asset inspection checklist, To do list, site inspection checklist, and more.
Linked fields
Special link fields in job forms can be associated with your asset field information. All information will transfer to the mobile app and will be a part of the job form.
QR/Barcode reader
Store data including URL links, geo-coordinates, and text. Improves field staff performance.
Text
Get more information about completed tasks – staff comments, milestones, signatures etc.
Subtasks
Use multi-level task forms.
Directory selection
Select standardized values from task templates to limit error and improve analysis.
Key Features of Jobs (Tasks) Templates
Ensure less paperwork for your field technicians as Zegoal’s Job Management Software provides these features:
- Flexibility - The task forms builder includes sections for text, photo, QR/Barcode, electronic signature, categories, timestamps, subtasks, CRM linked field, checklists and, on-the-spot ordering and invoicing.
- Multi-purpose templates - Use task templates to set jobs checklists, assets, and sites inspection.
- Improve your feedback from mobile workers - Control task steps and send proof of service to your clients.
- Customizable forms - Zegoal’s job forms are fully customizable. No matter if you create new checklists, tasks to do lists or multi-level tasks, you’ll get a tailored solution for your business.
Testimonials
What our customers say
A1
The system is easy to use and helps us to automate management of medical representatives
Gedeon Rihter
Great solution for sales representatives activities monitoring. Easily customized for our needs.
SM-Group
Flexible task templates (really cool!), GPS tracking with mileage control, task reports and all this in one application
AitinPRO
Our blog
Latest news and articles
Helpful information about our product, how to improve staff performance, as well as latest industry trends.
Release notes October 2022
What's new: New Checklist Task Field Type (Beta Testing), CRM. Comments to Companies, Locations, Contacts and Assets, Tasks. Viewing...
Standardization in Retail
How many times have we witnessed a ‘too big to fail’ bubble burst? There is an ever growing list of...
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- support@zegoal.com
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An excellent solution for retail standards monitoring. I especially love the flexible report designer.