Forms & outcomes

Every visit ends with an answer.

Attach forms to check-in or check-out, define what a successful meeting means per visit type, and read every response linked to the visit, the client and the executive who filled it.

CHECK-OUT FORM · SERVICE VISIT
Compressor relay — E4
Relay replaced · tested 20 min
1 × relay unit RL-40
✓ captured on device
Check-out blocked until filled

Forms where they belong

Classic and dynamic web forms both work, gated at check-in or check-out per appointment type — even blocking check-out until the form is in. The data lands in a searchable grid, not a chat thread.

  • Both form systems, one picker
  • Required-at-check-out enforcement
  • Searchable responses with CSV export
Checked in · Wellness Clinic
Form required before check-out
Visit summary — 6 fields
Submitted ✓ 14:42
Check-out unlocked

Outcomes with sentiment

Outcomes carry sentiment — positive, neutral, negative — so a wall of "completed" turns into a picture of how the field is actually going. Success itself is definable per type: by outcome, by time on site, or by a completed form.

  • Per-type outcome lists
  • Sentiment on every completion
  • Success definitions that match the work
OUTCOMES · THIS WEEK
Positive84
Neutral31
Negative18
Deal closed · 41Follow-up needed · 22Lost · 9

Linked, not orphaned

Every response shows who filled it, when, and during which visit — authoritative where the visit recorded the fill, time-matched where it didn't. One click opens the full visit drawer.

  • Visit linkage on every response
  • One click to the full visit detail
  • Exec names & timestamps throughout
RESPONSES · LINKED
FilledByDuring
Mon 14:42C. Gujrati📋 Wellness Clinic
Mon 11:18R. Sharma📋 Sharma & Sons
Fri 16:03M. Kumar📋 matched ≈
Straight from the console

Responses, linked to their visits.

the form-response grid — filler, timestamp and the visit behind each row
📸 Real console — the form-response grid — filler, timestamp and the visit behind each row
Good questions

FAQ

Can a form be mandatory?

Yes — per appointment type, at check-in or check-out, including blocking check-out until it's filled.

Where do responses go?

Into a per-form grid with the filler, timestamp and linked visit — filterable, searchable, exportable.

Keep exploring

See it live on your own team.

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