Document Management is Here!

Document Management is Here!

Maybe you’ve been “in the know” for a year, or maybe you had no idea this was coming.  Either way, document management is HUGE, and it’s the result of a ton of hard work and innovation here at CrewTracks.  We’ve created five training videos for you to get up to speed, and they are at the bottom of this post.  But first, here’s a very brief, doesn’t-even-do-it-justice, three point summary:

1. Field crews can view, edit, annotate, and sign plans and drawings in the field.

2. Field crews can also fill out and sign your company’s documents.

3. Completed documents can be exported as individual files, or the data from multiple submissions can be aggregated into a single spreadsheet (CSV).

The Bottom Line

We really can’t overstate what a game changer this is for CrewTracks users.  Essentially, a million different “can CrewTracks do this?” questions can now be answered with, “Yes, exactly the way your company wants it done.”  Please take a look at the training videos below, and then log in to CrewTracks.  You should see a new “Documents” menu option.  Existing customers get this giant expansion of CrewTracks functionality for free!

Video 1: Adding Documents to CrewTracks (7:41)
Video 2: Viewing Documents in the Field (8:03)
Video 3: Editing Documents in the Field (18:37)
Video 4: Viewing Field-Submitted Documents (10:22)
Video 5: Advanced Features (22:49)
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