Copying information between entities and tasks with ProgressionLIVE: Best practices and use cases

One of the main objectives of adopting a digital solution to manage its operations is obviously to gain efficiency and therefore to avoid doing tasks that could simply be automated.

For example, the copying of information between different entities can now be automated thanks to ProgressionLIVE.

This article presents a few use cases frequently used by our customers that you could implement yourself in our new automation module.

Copy the email addresses of the contacts from the customer file

Is this for you? : Your customers have several contacts with different addresses. You must inform several people of the progress of the job by email.

Use case: Mary creates a new task for a client. The owner is never present at the job site, but he wants to be aware of the progress. When creating the task, the primary contact field (the owner in this case) is automatically copied into the task.

Best Practices: Combine this automation with our sending email automation to always notify the right people.

You can enter several emails in the same email field. Just separate them with a comma (,). When copying, all addresses contained in the field will be copied to the task.

Copy important information from an entity

Is this for you? : Your customer records or human ressource files contain important information that you need to share with your employees (for example, an alarm system code, a watchdog warning, etc.)

Use case: Denis creates a task for the replacement of an alarm system. The technician must be informed of the current code in order to perform the job. When creating the task, the alarm system code contained in the customer file is copied to the task.

Best practices: Thanks to the application, technicians have access to the customer file. However, when you want to make sure the information is clearly visible, it is best to copy it to the task.

Copy a note to a customer or location file

Is this for you? : You often carry out work in the same locations or with the same client. Your technicians often take notes for future visits.

Use case : Guy has just completed a maintenance on a condo unit. The customer informs him that for the next visit he would like to have his air conditioning cleaned. Guy takes note of the customer's request which will be automatically copied into the customer's file, so when the next visit is planned, the information will be copied in the task.

Best practices : By configuring the automation so that it copies information from the task to the customer file then from the customer file to the task, you ensure that you always have the latest up-to-date information.

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