Site Visit Form

[wmacquinn]

Does anyone use a form to keep track of their clients site? We deal with only businesses and currently support over 100 different locations. A tech that was supposed to be keeping track of changes has not updated anything in well over a year. I found a printout of what they were using (attached). Does anyone else use something like this? If so maybe you can point me in the right direction. I would like to rework this into a fillable form so our techs can easily update from their tablets.

 

[PCSupportGlasgow]

i will give benefit of the doubt and not report but that "form" is nothing more than a link to some pdf convertion blog.

not sure if itjust way i reading it but you seen very vague on what your actually looking to achieve?

website changes?, client inventory?, work completed?, maintenance tasks? issues arisen?,etc etc

 

[ljtechservices]

A tech that was supposed to be keeping track of changes has not updated anything in well over a year.

Was it your tech? If so how did he get paid if he didn't document for over a year?

 

[iisjman07]

i will give benefit of the doubt and not report but that "form" is nothing more than a link to some pdf convertion blog.

It's a weird document. I opened it with TextEdit (on a mac) and it was completely blank, opened it in word and it was a scanned document with a link at the end to the site you mention.

 

[wmacquinn]

Sorry, I fixed the attachment. I picked the wrong one when I was uploading.

And it was our tech who was not documenting, he did just enough to get by and not get caught.

We are tring to keep track of information at each client site. Meaning what equipment, passwords, ip addresses.

 

[wmacquinn]

It's a weird document. I opened it with TextEdit (on a mac) and it was completely blank, opened it in word and it was a scanned document with a link at the end to the site you mention.

Yes it is a scanned document. When he left he deleted everything in his profile. I found this printout, which is the only copy, so I scanned it.

 

[Parkwaytech]

I use my iPad to collect this info. We use a program called FormConnect. It took a couple of hours to get it setup, but we can now update in the app and export to PDF, if needed. I'm also looking at mHelpDesk for this, but I haven't had time to check into that.

 

[wmacquinn]

I use my iPad to collect this info. We use a program called FormConnect. It took a couple of hours to get it setup, but we can now update in the app and export to PDF, if needed. I'm also looking at mHelpDesk for this, but I haven't had time to check into that.

Thanks, but we have a mixture of apple and android tablets as well as just laptops. Good app though, I can use it for other things.

 

[callthatgirl]

We do it the old way I guess, we take a paper work order to the client site, write down all the notes. Then come back and put in our electronic system.

 

[rjframe]

If you add the form to your website, they can just use their browser to fill the info in regardless of device type. Just make sure they have to authenticate first.

 

[Love2Tech]

We do it the old way I guess, we take a paper work order to the client site, write down all the notes. Then come back and put in our electronic system.

Would that not be cost/time effective as you would be spending more time when writing/typing the same info twice as opposed to just once?

 

[Parkwaytech]

Forgot to add that for regular clients we don't even use any form. We use GFI to get all the info. For what little GFI doesn't pick up we either use other software or put notes into Evernote.

 

[wmacquinn]

We do it the old way I guess, we take a paper work order to the client site, write down all the notes. Then come back and put in our electronic system.

That's the way it was done in the past. I just think it looks funny that an IT company is using pen and paper versus an electronic method.

 

[colonydata]

after a brief period with Salesforce, i am in the process of setting up Vtiger to store all of that data.