Keep IT services account locations updated from field check-ins

Operations coordinators in IT services get stale location and log data from field check-ins, causing missed follow-ups. It updates accounts from each check-in so managers have accurate locations.

Overview

Field check-ins that don't update account records create missed follow-ups and reporting gaps in IT services. Connecting your field check-in source to your CRM keeps location and log-type fields current, eliminating missed follow-ups and giving account managers reliable records for reporting.

Notable Features

Update account location fields
Attach check-in log type
Notify account managers of changes