EXCLUSIVE INSIGHTS

Enquiry Tracker Management

Our exclusive Tracker management process is now available from the Enquiry module to support sales processes, such as preliminary questionnaires, scopes, specifications and assessment forms. Using Zoho Forms you can capture questions, checklists and images. Once completed the form can sync back to CRM and with our exclusive functions, automatically link the tracker to the relevant Enquiry and / or Job.

Features

  • Tracker module for linking trackers to jobs, to help you manage checklists, quality assurance and compliance.
  • Create a tracker from the Job Items Update Widget V4.
  • Sync trackers to Zoho Projects as tickets.
  • Send emails to users, customers or contractors with URL links to tracker forms.
  • Integrate completed trackers from Zoho Forms to CRM and automatically have the job linked.
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