Here are some of the task touch points clients can generate from the app that can be managed:
Change of database requests
New client data form
Request to setup a portal account
Request a new Xero, MYOB, Quickbooks account
Referring a friend or colleague
Completing a survey
Sale of asset notification
Skype meeting request
Bank details request
Invoice payment advice
Submit a checklist
We are finding that once clients of Accounting practices have the convenience of just whipping their phone out of their pocket or handbag the app becomes very interactive. So you can see that having a workflow task system to manage app generated tasks becomes critical.
We have even included the option for push notification feedback to clients once their request has been completed. For example “Just a quick message to let you know Ron your database change request has been completed and all systems are now up to date”. It’s a great way to close the task app request loop.