Ask the customer questions and photos by a text link

Some jobs cannot be planned until the customer has told you something: how many metres of piping, how far it is from the wall to the panel, what the house looks like. Send them the questions from the job, and the answers come back to it.

Set up the questions. Build them as a questionnaire and publish it. A photo is a file question: on a phone the customer can take the picture from the page. Then in the job settings, open Jobbtyper, click the kind of job, and pick the questionnaire under Frågor till kunden. Each kind of job has one, and it applies to every job of that kind straight away.

Send them. Open the job and go to its forms tab. Under Frågor till kunden the kind of job's questions are already picked, so click Skicka som sms. You can pick other published questions from the list for this one job.

The text goes to the job's contact person, else the number on the customer, the same person every text about the visit goes to. The number shows above the list of what has been sent. A number from the customer record is confirmed first. If the job has no mobile number, or the customer has said no to texts, the screen says so.

Kopiera länk gives you the same link without sending anything, to pass on another way.

What the customer sees. A page with your logo and the questions, with no login. What they fill in is saved as they go, so they can stop and come back. The link works for 30 days. Sending again while it is open reuses the same link, and starts the 30 days again, so nothing they have filled in is lost.

What comes back. The person who sent it gets a notification when the customer submits. The answers show on the job under Frågor till kunden, and the history says when they were sent and answered. JPG and PNG pictures are also copied into the job's photos, marked as before photos, with the question as their caption; a very large picture is made smaller on the way. Any other file stays with the answers, where you can download it.