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* Make inspections more effective for your field staff and analyze collected data afterwards – all with one solution. | * Make inspections more effective for your field staff and analyze collected data afterwards – all with one solution. | ||
Resco Inspections consists of | Resco Inspections consists of six major components (modules): | ||
* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - powerful tool for creating questionnaires | * [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - powerful tool for creating questionnaires | ||
* [[Schedule Board]] or Scheduler - tool for planning assignments | * [[Schedule Board]] or Scheduler - tool for planning assignments | ||
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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. | 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 === | ||
# Log in to Microsoft Dynamics 365. | |||
# 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 [[Woodford#Microsoft_Dynamics|here]]. | |||
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]]. | |||
=== Resco CRM server === | |||
To access the components and tools of Resco Inspections, use a web browser to connect to your organization. | To access the components and tools of Resco Inspections, use a web browser to connect to your organization. | ||
# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>. | |||
# | |||
# Log in to your organization using the e-mail and password you used for registering the organization. | # Log in to your organization using the e-mail and password you used for registering the organization. | ||
# Click '''Log in'''. | # Click '''Log in'''. | ||
To integrate Inspections feature into an existing Resco CRM project | |||
# Go to your Resco CRM organization and log in. ([[Resco_CRM_server#Logging_in|How?]]) | |||
# Start [[Woodford]] from the management console. | |||
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]]. | |||
== Permissions == | == Permissions == | ||