How to use your CRM integration with mQ cloud to alleviate duplicate data entry.
We know it's a headache to duplicate data entry on equipment information. So until we refine our integrations to include such fields, there are ways to use our current systems that will give you less headache.
In this video, we guide you through how your office personnel can consolidate CRM customer information, with equipment information on the cloud. This will alleviate as much duplicate entry for your technicians in the field. Letting them focus on the service vs. what's on their tablet.
00:00 Introduction
00:31 Setting Up a New Job in Your CRM
01:32 Creating a Customer and Dispatching the Job
01:55 Logging into measureQuick Cloud
02:34 Creating a New Project in measureQuick Cloud
03:44 Verifying and Entering Job Information
07:24 What the Technician Sees in the Field
07:45 Navigating Dispatched Projects
09:39 Using Standard Workflows
10:29 Entering Equipment Information
11:58 Generating and Saving Reports
12:27 Using Guided Workflows and Exiting the Project
Accessing, building and using the measureQuick Cloud database The web address https://cloud.measurequick.com is where you can view live data streams, add technicians to your account, add QBits, and view Projects saved to the cloud. Login to this ...
Wonder what all those different cloud icons mean? Here’s a little help. While you’re in a project, you can simply save your progress without closing the project by tapping the cloud in the upper right corner. When you’re done with the project, you ...
Introduction to measureQuick Cloud (Remote data viewing) The measureQuick Cloud database lets you get the data you need from the field tech to the lead tech! mQ Cloud is a web app dedicated to back-office operations, remote technical support, and ...
Cloud Storage and Restoring Projects from the Cloud Cloud storage is one of the most powerful features of measureQuick. It allows for data to be shared amongst users in your company, the prepopulation of customer data, and the ability to steam data ...
measureQuick HVAC App: What’s New 6/22/2023 Support for new Testo 550s, 550i, & 557s digital Manifolds Auto connection of the electrical meters in the electrical section Use the same ServiceTitan or HouseCall Pro dispatched jobs for multiple projects ...