Cargas launches custom forms to help fuel dealers modernize service documentation

Cargas, a provider of software and mobile applications for fuel delivery and HVAC service companies, has launched new functionality to help fuel marketers reduce reliance on paper forms and disconnected tools used to manage service documentation.

Cargas says this latest release reflects its commitment to ongoing innovation and to building technology that evolves alongside its customers and their needs.

With the launch of Custom Forms for Mobile Service, fuel dealers can manage service documentation directly within Cargas Energy and its Mobile Service app, according to the company. Companies can build their own service forms and attach them to work orders. Technicians complete forms in the field using the Mobile Service app, and the final documentation is automatically saved to the work order and customer account.

“We believe it’s critical to design features that address our customers’ pain points and improve operational efficiency,” says Aaron Cargas, vice president of Product Development. “Custom Forms helps service teams streamline documentation, reduce manual work and create more efficient processes for technicians in the field.”

Key benefits include:

• Standardizing service processes
• Automatically capturing service documentation
• Keeping technicians in one connected system
• Reducing reliance on paper forms and third-party tools
• Eliminating duplicate data entry
• Ensuring the required documentation is completed

Custom Forms for Mobile Service is now available for customers using the HVAC Service module in Cargas Energy.

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