Call Assistant

Are you a surveyor? engineer? work in a trade (carpenter, plumber, electrician)? any job where you’re on the road and get calls about jobs, this app will help. Do you have a particular set of questions before you can schedule the new job? Easy, setup a form and every time a new client calls, just fill it in and save. With Call Assistant it’s easy. Create a completely customised form that works for you using a simple click/drag interface and then when a new client calls you, just open the app, click new and fill in the details to create a record. Call Assistant can automatically create contacts in your phone and events in your calendar and syncs its records across your devices (iPhone and iPad). Optionally make fields required and/or add them to the notes field in an event so you can see at a glance the clients name and contact details when you’re travelling to the appointment (Tip: if you add a phone number to a calendar event’s notes, it automatically makes a button in Calendar to easily call your client when you’re out on the road). All Forms, records and custom fields are synchronised across your devices. —————————————————————————— Example form (for a Surveyor) Preset fields: Name, Email, Phone, Address, Event Date Quick add: No. Beds, Tenant’s name, Tenant’s contact Custom field: Property type, Quoted fee Event created using Name, Address and Event Date. Contact created using Name, Address, Email, Phone —————————————————————————— Build Forms • Design templates with presets like Name, Address, Phone, Email, Event Date, Duration • Make Quick Add fields using text, number, select, checkboxes, radio buttons and more (e.g. House type: Flat, Bungalow, House) • Build a library of re-usable ‘Custom Fields’ that can be deployed across multiple forms. Records & Sync • Every completed form becomes a ‘Record’ you can open and edit later. • Data syncs across your devices with iCloud. • Export records to .csv for backup or sharing (Coming Soon) Integrations • Use client information (Name, Email, Address etc…) to create a new contact in your phone and add labels to help locate them later. • Use dates, durations and addresses to create calendar events for appointments or surveys including custom alert times and calculated travel times. • Travel times are calculated from either your current location (permission to use your location will be requested) or a ‘base address’ such as your home or office. Upgrade to Call Assistant Pro • Create up to 25 new records for free (lifetime total). Editing existing records is always available. • Upgrading to Call Assistant Pro unlocks unlimited records. Purchases restore on new devices via Restore Purchases. —————————————————————————— Preset fields Name | Email | Phone | Address | Event Date | Duration Quick Add fields Text | Text (multiline) | Number | Radio | Checkbox | Dropdown | Date Quick Add fields are used in just a single form but if you collect similar information in a variety of forms you can create a ‘Custom Field’. These can be re-used across all forms and on all devices. End User License Agreement: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/