Some background before the question. As stated we are a commercial based HVAC-R company. Our techs go out to sites and do service calls. Being commercial most of the time the work needed to fix the equipment needs to be quoted to a corporate company for approval before repairs can be made. We have multiple forms built out for the techs to use while on site. They figure out the issues and what's needed then fill out a form for an estimate to be built by our estimators. On the completion of the job these forms are automatically emailed to our estimators.
Here is the question...
We have a customer that has one location and 97 pieces of equipment at the site. We do maintenance 4 times a year on every piece of equipment which takes weeks. The customer needs a sheet for every piece of equipment at the completion of the maintenance. The info on this sheet would be the building, unit number, unit manufacturer, unit model number, unit serial number, several entries on what was done during maintenance, summery on condition and recommended repairs, etc. Initially I thought I could build out forms for the tech to fill out on each piece of equipment that way I could have all the standard unit and space info in it already so its much faster in the field saving the company labor. My issue is I cant build 97 forms (or one big form with 97 units) and publish them and have it clog up what the techs are working off of every day at all sites. Is there a work around to make them only viewable to the office staff and then attach them or trigger them to a specific job or location only? It would be perfect if I could build location specific forms that are only available for that location!
Thanks for any input!
