• Task assignments relied on verbal notices or phone calls, with no task history recorded—making it difficult to manage both staff and tasks. Progress updates were often delayed, and human errors occurred frequently.
• Serving customers in both Taiwan and China, customer lists were individually managed by each salesperson, causing serious continuity issues when there is personnel leave or resignation.
• Customer visit records, after-sales service logs, and training registration data were all collected on paper. This led to high time costs for data collection and documentation, with minimal efficiency in return.
  
  

Choose the Right Tool, Achieve Effortless Operation and Management!
There’s a saying: “The right tool must be prepared before tackling the task.” This perfectly reflects the convenience and efficiency that ServiceJDC has brought to the team. As the business rapidly expanded in recent years, the company struggled to find a suitable system—limited by concerns over talent, time, and cost. Eventually, they discovered ServiceJDC using the keyword “field management.” After starting the trial, the team quickly saw the advantages of its cloud-based design, which effectively solved key pain points such as task assignment, decentralized customer data, and slow information collection. The flexibility of the form module also greatly enhanced their operations. With a daily cost as low as a cup of coffee, high efficiency is now within easy reach. Truly the top choice for enterprises seeking high returns from a small investment!

From Execution to Management, Fully Mobilized
Now, the in-house team can assign jobs directly to sales staff through the ServiceJDC web backend as soon as new cases come in. Sales personnel can also create ad hoc tasks on their own, check in upon arrival, report task progress, and close cases via the app. All actions are synchronized in one system, boosting efficiency, helping the team manage time effectively, and maximizing performance. Additionally, ServiceJDC integrates all key information including assignee, task details, time, location, and service items, allowing managers to instantly grasp progress via the web or mobile app, supporting faster and smarter decision-making.

Digital Forms On the Go
Now, all form data can be collected directly through ServiceJDC. By simply opening the mobile app, sales staff can easily submit forms to record customer visits or after-sales services. Once submitted, the data is instantly saved to the cloud, allowing real-time, transparent synchronization—saving a great deal of time. This marks a complete shift from the old workflow, where sales had to fill out paper forms at home or return to the office just to complete and submit them. The elimination of back-and-forth travel between the office and customer sites significantly boosts efficiency. Beyond standard form features, ServiceJDC offers a wide variety of form elements for flexible structure design. The company fully leveraged this by creating a registration form for students to sign in at every training session, maximizing the value of the system’s capabilities.

Data Collection and Analysis All on the Cloud
ServiceJDC not only stores complete task report histories but also retains statistical data that can be viewed by employee or customer, making it a powerful tool for management. For example, a staff member’s performance across a specific day, week, or month can be easily queried, with related data accessible in just a few clicks. This greatly supports task allocation and performance management. In addition to task data, form submissions can also be analyzed using pivot tables on the web backend. This helps summarize customer needs, identify interests, and ultimately enhances service quality significantly.