🏢 Company: TBS
⭐️ Testimonial by: Florent Schmitt
🤵 Position: Technical director
Founded in 2014, TBS Services is a company that specializes in the installation of computer and telematic systems embedded in all types of vehicles. Our team is today composed of nearly 50 employees spread over the French and Spanish territory.
We had a real need to free ourselves from paper. Before Kizeo Forms, we used paper intervention forms that our technicians had to send out each week by mail. Our data was not secure at all, and all the input was done manually.
We recently integrated Kizeo Forms into our CRM (Salesforce), intervention reports are sent directly from our CRM (Customer Relationship Management) to our field technicians who fill out the form on their smartphone. The data then automatically goes back to our CRM. The PDF intervention forms are also sent to the client at the same time.
“Thanks to Kizeo Forms, our field team is very pleased to be able to fill out the forms independently. It improved the exchange of information in our organization and allowed us to be more productive”
– Florent Schmitt, Technical director – TBS
Mobility and speed of data entry and transmission. The search tab via the history menu, allows us to easily find previous interventions.
We use the table element a lot in our forms and we would like to be able to put the “table” in draft without necessarily completing all the required fields. Being able to manage the conditional form filling would be a big plus, indeed we work with many contractors who most often have different needs. Some common fields may be mandatory for one and optional (but present) for the other.
Thank you very much Florent Schmitt for sharing your thoughts!
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