Field service app VisitReport
No more paper chaos: Document your field visits digitally with just a few clicks or on the go with a voice assistant that converts your notes into structured CRM data. snapADDY VisitReport - the intuitive sales app for field sales teams.
What is a field service app?
A field service app digitizes and streamlines sales processes. Instead of handwritten notes or Excel spreadsheets, employees record visit reports directly in the app, and the data is automatically synchronized with the CRM system. This saves valuable time, reduces errors, and improves the traceability of customer interactions. The app also helps manage appointments, organize customer information, and document sales and maintenance processes. It’s a smart solution for companies looking to make their field operations more efficient.
Advantages of a field service app in detail
No more paper clutter
With a field service app, visit reports are automatically saved digitally and can be retrieved at any time.
Interactive product presentations
Show videos, images, and catalogs directly within the app – no more piles of paper.
Real-time synchronization
Data is instantly transferred to the CRM through the visit report app, so your team can act on it right away.
Guided sales calls
Use digital guides and smart questionnaires to structure customer consultations effectively.
Efficient appointment scheduling
Keep track of meetings and customer visits at all times with the field service app.
Resource management
Optimize field service capacity and boost overall efficiency.
Key features of the VisitReport Field Service App
- Configurable questionnaire
Customize your questionnaire: Multimedia content, mandatory fields and dynamic questions help to capture and qualify leads more efficiently.
- Smart speech recognition
Record visit reports using voice input – no typing required! The intelligent speech recognition automatically detects names, company sizes, product interests, and more – based on how your questionnaire is set up – and assigns them to the correct CRM fields. This saves time and improves data quality. Learn more about our AI language assistant for sales.
- CRM integration for optimized data transfer
Visit reports are automatically transferred to your CRM so customer information is always up to date. To capture a new contact, simply scan business cards or QR codes.
- Offline capability – work without a connection
The field service app works even without internet access. All data is automatically synchronized as soon as a connection is available again.
- Automated thank-you and feedback emails
After each customer meeting, thank-you and feedback emails can be sent automatically – ensuring fast, professional follow-up.
- In-App Appointment Scheduling
All appointments and visit reports are accessible directly within the field service app. Meetings and customer visits can be organized with just a few clicks – no need for external calendars.
No typing, no scribbling – just speak, save, and close deals
A dream come true for sales professionals and CRM managers: With the Voice AI function, you simply fill in the questionnaire by voice input and receive structured CRM data in return.
Axel Schmidt, Technical Content Creator at snapADDY, showcases Voice AI in action.
Application areas of the VisitReport field service app
Sales field service
With snapADDY VisitReport, your team can record visit reports digitally – right at the customer’s location. Thanks to real-time synchronization, you can monitor all sales activities live on your dashboard. Whether on iPad, tablet, or smartphone, the field service tool ensures seamless data capture.
Maintenance and inspection
snapADDY VisitReport enables efficient documentation of maintenance and inspection tasks. Photos, maintenance logs, and notes are captured digitally, stored, and automatically transferred to your CRM. This reduces errors and streamlines your processes.
Next steps with snapADDY VisitReport
The app for your field sales
Creating a digital template for field sales visits in the dashboard
Installing the snapADDY VisitReport app and creating the first visit report
Connecting snapADDY VisitReport to CRM system
Do you have questions about functions, options and prices?
Feel free to contact our team:
Contact SalesFrequently asked questions about the field service app
The field service app enables the digital creation of visit reports. Users can quickly create templates and forms, retrieve customer data and optimize sales processes. This saves time, improves data quality and leads to more efficient business processes.
The field service app is installed on smartphones or tablets and allows users to enter data, scan business cards, add photos, and synchronize with the CRM system.
Automated visit reports minimize errors and save time.
- CRM integration ensures seamless data transfer.
- Offline functionality allows use even without an internet connection.
Yes, the field service app works without an internet connection. All data is stored locally and automatically synchronized as soon as a connection is established.
Captured data is transferred to the CRM in real time, allowing you to retrieve customer data, capture leads, and update inventory data. The field service tool streamlines your workflow and increases data quality.
Yes, snapADDY VisitReport works on iPads, Android tablets, smartphones, and laptops. Thanks to cross-platform availability, you can access your data anytime, anywhere – even offline.