Scheduler: Integrated "Submitted Forms" Tab in Job Cards

• cheduler: Integrated "Submitted Forms" Tab in Job Cards

Summary:

• This proposal seeks to introduce a "Submitted Forms" tab directly within the Job Cards in the Scheduler module of the Formitize App.

• This feature aims to streamline the process of accessing a client's history and submitted forms without navigating away from the job at hand.

• Especially beneficial for industries like pest control, where understanding a client's service history is crucial for effective inspections or treatments, this integration would significantly enhance efficiency and ease of access to vital information.

Intended Outcome:

• Immediate access to a client's submitted forms and history directly from the Job Card, eliminating the need to toggle between modules.

• Enhanced efficiency for field agents, as they can quickly review client history and submitted forms without interrupting their workflow.

• Improved service delivery by enabling field agents to tailor their approach based on a client's past submissions and service history.

Check out this link as an example: https://photos.app.goo.gl/x52eGPjwR5ZXqguz5