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Maintaining COVID-19 customer compliance in simPRO with Contact Tracing

27th Apr 2020

As the world begins to move out of isolation and the different levels of lockdown are reduced, various governments will have ongoing health and safety requirements for businesses.

Like many others businesses, trade services may be required to track contact between field service staff and customers. simPRO has developed two workflows to support our user community as they record all customer and field service staff interactions, to adhere to any Contact Tracing conditions.

Our two solutions to this issue will allow you to keep track of the interactions of your field staff and assist with effective contact tracing to investigate COVID-19 cases.

Composition image of simPRO eForms screenshots of mobile and laptop devices.

Workflow 1: eForms

eForms allow you to design and distribute forms that support your team in collecting important business data from anywhere using their tablet devices. Using simPRO’s eForms you can create a custom digital form to capture and record contact tracing information in PDF documents.

A mobile data connection allows the two-way syncing functionality to pass records between the field and office simultaneously. Meaning you can easily record and track all customer contact within your simPRO build.

Our eForms can be used as a standalone product or integrated with your existing simPRO build.

For full instructions on how to set up eForms for Contact Tracing visit our Help Guide article.

If you do not currently use eForms but would like to know more, contact us.

Composition image of simPRO Mobile screenshots of mobile and tablet devices.

Workflow 2: simPRO Mobile

Alternatively, you can use simPRO scripts via the simPRO Mobile app to assist field service staff with recording contact tracing information on their job cards.

Scripts are editable, pre-written responses that can be used to record and share information.

Once the scripts are enabled within your simPRO build they can be accessed via the Work Completed Notes, allowing field service staff to record any contact tracing information and send it directly back to the office from the field.

For full instructions on how to set up simPRO Mobile for Contact Tracing visit the Help Guide.

If you do not currently use simPRO Mobile but would like to know more, contact us.

Finding out more about simPRO Mobile and eForms

Please note that both eForms and simPRO Mobile are separately licensed add-on products and your simPRO licence does not give you immediate access.