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Resco Inspections

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Resco Inspections is a solution that allows you to shape every step of your inspection process:

  • Create custom questionnaires, dynamic forms, surveys and more.
  • Make inspections more effective for your field staff and analyze collected data afterwards – all with one solution.

Components

Customization and setup is done via additional tools:

Back-end integration

Resco Inspections performs excellently with our proprietary CRM solution, Resco CRM server, but it can also be natively integrated with Microsoft Dynamics 365 and Salesforce. Additionally, we provide an API for integration with third party systems.

Microsoft Dynamics

  1. Log in to Microsoft Dynamics 365.
  2. Start Woodford. If you have not used it used it before, you can find the detailed guide on how to download and import Woodford into your Dynamics 365/CRM here.
  3. Enable inspections as described here.

See also a detailed blog post describing this procedure. Blog

Salesforce

  1. Log in to your Salesforce, go to the AppExchange and install the Resco managed package to the Salesforce organization in which you want to run Resco Inspections.
  2. Log in to the Resco for Salesforce website.
  3. Start Woodford.
  4. Click Update to download your custom settings to Woodford.
  5. Open a default project called Inspections and click Validate to verify that your organization's metadata are compatible with settings in the default project.
    Depending on your Salesforce customization, there is a possibility that some standard fields on Account, Contact or Event objects will not be enabled in your organization, so just remove them from Views or Forms to resolve the warnings.
  6. Customize the project as needed and publish it.

See also a detailed blog post describing this procedure. Blog

When you use Inspections without custom objects on Salesforce, the following limitations apply:

  • Question data are stored on Resco Cloud and not available in Salesforce UI.
  • Binary questions (e.g. images and signatures) are not supported.
  • Data migration from Resco Cloud to Salesforce is not supported.
  • Resco Cloud data will not be available in the app once you install the Resco Managed Package and update metadata.

Resco CRM server

To access the components and tools of Resco Inspections, use a web browser to connect to your organization.

  1. Go to https://inspections.resco.net/<your organization>.
  2. Log in to your organization using the email and password you used for registering the organization.
  3. Click Log in.

To integrate Inspections feature into an existing Resco CRM project

  1. Go to your Resco CRM organization and log in. (How?)
  2. Start Woodford from the management console.
  3. Enable inspections as described here.

SAP ERP

Contact Resco for information about connecting to your ERP and working with your data.

Inspections using a smartwatch

Inspectors can use smartwatches paired to their phone to fill in the questionnaires. This function requires Apple Watch or devices that support Wear OS by Google.

Inspections using HoloLens

Inspectors can use mixed reality via Microsoft HoloLens to fill in the questionnaires.