New Platform Updates - March 2021
By: Katherine Ina Fuentes, Customer Success Associate
We've made it easier for you and your team to get started with Steer with Solution Templates!
What are Solution Templates?
Solution Templates are solutions that you can easily download and customize. Solutions are collections of records and workflow apps made for a single purpose. We've made these templates which you can edit and publish on the same day.
Available Solution Templates
1. Field Service Management
This template is for companies that conduct services out on the field, such as repairs or installation. This solution's workflow covers request assignment and deployment all the way to billing details.
To know how easy it is to install this template, click HERE.
2. Automotive Service Management
This template is for automotive repair companies that need an easy to make a booking and servicing app. This solution includes a workflow that spanning from customer request all the way to billing details.
Click HERE to see the installation guide for Automotive Service Management.
3. Field Service Management for HVAC
This template is for companies that deliver HVAC services. This template covers request assignment all the way to Quality Control and preparing billing details for Finance.
To see the installation guide, click HERE.
4. Requisition Management
This template can help you manage requests easier both within and outside of your organization. Simply configure your form and process, invite your approvers, and add any related records. You can begin digitizing your requisition processes.
To see how you can install this template, click HERE.
5. Facilities Management
This template can help your teams manage any assets that your organization need to maintain. It also comes with a Work Order workflow template where you can add details such as labor and material costs.
Readily use this template in a few clicks. Click HERE to access the installation guide.
See how these and a lot more features on Steer can help you simplify the way you do business. Get started by signing up for a 14-DAY FREE TRIAL. Have questions? Feel free to send us an email at email@example.com.