LP Installer, a native iOS and Android app for LeadPerfection CRM users, lets installers and service technicians see their assignments, add notes and photos and update projects in real time, raising field efficiency by 25%.

The main challenge was to provide technicians and installers with a mobile tool that would let them access and update their project information in real time, without manual processes or going back to the office. This aimed to improve efficiency at the job site and ensure that all project data was kept up to date in the CRM.

The solution

We developed an intuitive mobile app that allows installers and technicians to:

• View all installation and service appointments assigned to them, making it easier to plan their day.
• Check other installation and service projects they are in charge of, providing a full view of their workload.
• View and add detailed notes for each project, allowing a thorough record of observations and progress.
• Take photos and attach them directly to projects, offering visual evidence of progress or of any incident.
• Review their personal installation and service statistics, such as completed projects or efficiency, to monitor their performance.