We recently added a new feature to the DentMate PDR Mobile App that will be very useful to mobile hail and route techs. The feature we added is called ‘tagging’, and it works just like hash tags on twitter. You create a ‘tag’ and apply to a group of estimates, and then later retrieve or search for those estimates using that tag. Sound confusing? Let us give you an example.
Let’s say you are working a hail storm in Colorado in the spring of 2018. You could create a tag called “Colorado Spring 2018”, and if you tag every estimate you create with that tag, you later pull up all estimates with that tag in a single click. This is a great way to view all the estimates/invoices related to a particular event.
You can also use this for more than just hail storm events. You could can use tags for anything that you would like to use for searching or grouping documents. For example, maybe you are a mobile tech that rents a bay from a body shop called “Mikes Auto Body”, and you want to track all the estimates/invoices you create while working from that bay. You could create a tag called “Mike’s Auto Body” and it apply it to every estimate you write from that shop. Then at a late date you could retrieve every document you created while working in the bay at “Mikes Auto Body” with a single click.
Tags are very flexible and while we feel this is truly great for traveling hail techs, you can use them in any way that you want. You could also use this feature to ‘tag’ your customers as walk-in, referral, etc.
DentMate Mobile App Blog 