Inspection
Municipal inspection CRM
Problem
Difficulty organizing taxpayers, inspection visits and inspection statuses in municipalities.
Solution
CRM specialized for municipal inspection management, with a mobile app for inspectors and full records of visits and statuses.
Main features
Taxpayer and property registration
Inspection status management
Inspection visit scheduling
Mobile app for inspectors in the field
Automated notifications
Geo-referenced photo records
Inspection report generation
Municipal management reports
Workflow
1
Taxpayer registration in the system
2
Inspection visit scheduling
3
Inspector receives notification in the mobile app
4
Visit carried out with photo records
5
On-field status update
6
Inspection report generation
7
Taxpayer notification
Benefits
Centralized taxpayer information
Better inspection visit control
Inspection traceability
Digitized field work
Automatic management reports
Better case follow-up
Regulatory considerations
Safeguarding of taxpayer data
Official record archiving
Access control by profile
Inspection traceability
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