X-ERP Help
Basics
The basics explain the mobile workflow: find customers, prepare for a visit, collect information and document the next step.
Field service basics
The basics explain the mobile workflow: find customers, prepare for a visit, collect information and document the next step.
That's what matters
Record results clearly and in compliance with data protection regulations. A visit report must be understandable for colleagues and assigned to the correct partner.
Matching depressions
- Field service
- CRM
Related topics
- Field service
- CRM
Frequently asked questions
What do I use Field Service Basics in X-ERP for?
The basics explain the mobile workflow: find customers, prepare for a visit, collect information and document the next step.
What should I particularly check?
Record results clearly and in accordance with data protection regulations. A visit report must be understandable for colleagues and assigned to the correct partner.