FieldKo Features

Inspections, Issues & Certifications in a Single App

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Digital Checklists

Convert your paper checklist into an interactive digital version that can be accessed on any mobile device

Collect inspection information using your mobile device and build your Customer 360 view. Use our extensive available questions types to capture a wide range of data including: GPS location, photos as well as date, currency, percentage values and many others.

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Template Library

Use our pre-built template checklists or change as needed to make them your own

Templates are the starting point for using our app. They save time and help set the structure for how you capture data and use it for other business processes such as workflows and reports. Data captured in Templates can be shared with external stakeholders either through reports or via a secure portal.

 

Resolve Issues

Flag issues when they're identified and relate them to an Inspection automatically

Keep your to-do list in FieldKo and stay on top of every issue raised across each Inspection. Flag an issue when completing an Inspection. Delegate issues to other team members and set reminders to ensure nothing gets forgotten. FieldKo gives you different tools to maximise productivity including quick ways to create and update tasks, pre-filtered task lists, and task notification options.

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AI-generated Tasks

Leverage the power of AI to automatically create Tasks for your team including recommended Next Best Actions

Display the right recommendations to the right people at the right time with Einstein Next Best Actions. Create and display actions for your team tailored to meet your unique criteria. Develop a strategy that applies your business logic to refine those recommendations. Your strategy distills your recommendations into a few key suggestions, like actions to resolve an anticipated issue.

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Capture Notes

Create Notes related to specific Inspection items. Retain Note history with automatic version tracking

Stay organised and on top of all your Inspections by adding Notes to Inspections, Accounts, Contacts and more. With Notes, FieldKo’s enhanced note-taking tool, you can use rich text, lists, and images in your Notes and relate each note to multiple records. We also support tracking revision history so that you can see changes made by other users and restore previous note versions.

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Send Templates

Capture feedback from external stakeholders by sending them checklists by SMS or email

Send Templates to external stakeholders by SMS or email directly from our mobile app. Use Templates to collect feedback that can be used to drive business processes and reporting.

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Reports & Dashboards

Quickly and easily understand the data in the app

Create reports that help you understand data collected through the app. Reports are a list of filtered records based on criteria you define. As you would expect from the #1 CRM in the world, they are powerful, intuitive, customisable, and they work well for companies of all types and sizes.

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Self Service Portal

Quickly and easily create next-generation communities and portals that seamlessly integrate with Salesforce

Engage any audience fast with interactive sites, apps, and portals — all tailored to your needs and powered by the world's #1 CRM. With all your data in one place, you can deliver personalised content fast.

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Retain Inspection History

Create a forensic data-level audit trail with up to 10 years of history and set triggers for when data is deleted

With Salesforce Shield, customers who need additional controls and protection can leverage an additional suite of built-in services to help with priorities such as compliance, driven by industry regulations and internal policies, as well as insight and control.

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