Template
Service Chatbot
An app for field service technicians to log customer visits.
This app helps technicians and service providers keep track of jobs and information about them. Each visit needs to be recorded with notes indicating the reason for service, the observed situation, and the service actually provided. In many cases, a signature from the customer is required to indicate completion of service-- this can be collected straight from the app.
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Also see:
tablet mode & fullscreen mode
How we built this app
We created this app with a spreadsheet containing a few columns that produced a form in the app, which allows for important data capture.
1. Most of the columns in the spreadsheet activated simple Text Field Types, which enables the user to manually type in information for each service job. The Date Type is used and the current date is automatically captured with a default value. The Text and LongText Types are used to capture short and long notes. Some of the columns are marked as Searchable and the user can search over all content in those columns to find specific entries.
2. The Signature column activated the Signature capture function in the app. Every captured signature is synchronized back to cloud storage in the form of an image file, with a reference to the image file saved along with the row data.
3. In terms of presentation, the app utilizes the simple and clean List view.
This is a preview of the data sets used in the app.
Data
This is a high-level model of both the data entities and the UI elements in the app.
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