I am the Senior Onboarding Engineer for ServiceForms, so I am showing customers how to get the most out of one of ServiceTrade’s add-on products, ServiceForms. The ServiceForms product is in partnership with another app called Device Magic. It takes more of a design element where we take in the paper forms or PDFs that the customer is currently using, like their inspection forms, and create a mobile-friendly form for the technicians to complete.
A lot of service contractors use PDFs or some software that basically generates PDFs for their customer to read, summarizing their inspection. We either take that PDF and design a mobile-friendly form that is as close as possible to what they’re currently using or we use our starter kits to design forms tailored to that customer’s information.
As far as the workflow with the mobile device, the technician has the ability to fill out a mobile form on a mobile-friendly application that then turns the information they entered into a PDF that automatically integrates with ServiceTrade.
As a Senior Onboarding Engineer, we design the elements for the work templates through Device Magic’s platform, then in the background, we code the different elements within the form to create and update assets and deficiencies, attach pictures that a technician might take through the Device Magic mobile app, and have all that information land on that ServiceTrade job in the ServiceTrade application. There’s a lot of automation that takes place that we manage and streamline for our customers.