Ensure field technicians start site surveys at clock-in
Ensure field technicians start site surveys at clock-in
Field technicians clocking in for inspections miss survey links when messages lag, risking compliance and inaccurate site records. It emails the survey on first clock-in so operations capture site info.
Overview
Marketing managers in facilities services face compliance risk and incomplete site data when field technicians miss surveys at clock-in. This workflow emails the form link on first clock-in so operations capture accurate site details, prevent compliance gaps, and keep scheduling audit-ready.
Notable Features
- Email survey links on first clock-in
- Filter only inspection job clock-ins
- Log deliveries for compliance records