Stroma is providing two software products, Tracker and Forms App, to Permaroof UK Limited to improve customer service and reduce paperwork. Tracker is a workflow manager to track warranty requests and forms. Forms App allows customers to complete digital forms on-site and submit photos, videos, and signatures. It integrates with Tracker, where completed forms appear. The presentation demonstrates how staff can access property and customer information in Tracker and use it to send digital forms to customers.

1. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Stroma Presentation
Permaroof Staff Training
Presented by Tom Chapman

2. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
 Stroma are providing two pieces of software to Permaroof UK
Limited
 Tracker -
 Forms App -

3. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Tracker
Workflow Manager Software – to keep a track of your customers
warranty requests, survey forms and customer sign off sheets.

4. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Forms App
Data collection software – enables Permaroof customers to collect
photos, videos, signatures, text and other data on site.

5. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Why?
To improve the standard of install of Permaroof products.
The reduce customer complaints directly to Permaroof.
To reduce paperwork for back office.
To improve Customer Service and your Customer’s Customer
Service.

6. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Forms App – Your customers need to register at
www.stroma.com/permaroof-form.

7. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Forms App – They will click on “My Forms” to bring
Up the Form Record Screen.

8. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Forms App – Complete the Property Address details
by typing in postcode, selecting the country and
Clicking on the magnifying glass.

9. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Forms App – Forms for completion will appear on
the left hand side. Text, Photos, Videos & Signatures
can all be gathered.

10. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Forms App – Once the form is complete, press
submit.

11. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Forms App – Your customer see this confirmation &
the completed form appears in your Tracker system.

12. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Tracker – Please Log In (Your details have been sent to you)

13. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Tracker – There are two ways to access info, either per
property or per customer or form.

14. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Tracker – Click on “Properties” along the top, and then “Property
Search” on the left hand side. Then complete the postcode and select from
the list.

15. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Tracker – From this screen you can see Forms, Appointments,
Correspondence, Documents and Contacts for this property (left hand
side of the screen). Click on an option.

16. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Tracker – Click on Forms along the top, and then the Forms
button on the left hand side.

17. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Tracker – This screen will list all types of Permaroof Form
Click on each form to bring up details per Customer or Address

18. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Tracker – A new form can be started and sent to a user by clicking
“New Form” & entering the property details.

19. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
Tracker – This can then be sent to a customer’s tablet for
completion

20. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Permaroof Staff Training
 Questions?

21. © Stroma Development Ltd 2015 | Version 1.0Stroma Software – Permaroof Onboarding Process
Contacts / Helpful Links
Tom Chapman – Business Development Manager
07772 190 939
t.chapman@stroma.com
Stroma
4 Pioneer Way, Castleford,
WF10 5QU
0845 621 11 11
info@stroma.com
Web Links
www.stroma.com
Contacts