Customer raises ticket on issues related to procured goods/services. Back Office registers the issue request into a ticket with customer place, date and product issue particulars.
Admin needs to create an internal job to track the issue till completion. It can be assigned to service employees during the Job Process.
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Every customer ticket is converted into Job to be managed internally by the company. Job has the details of customer ticket as well as the assigned service person.
Based on customer issue, there could be field service job to be done at the customer premise or goods repair job at the company premise.
Every Job has status and completion date that needs to be updated by assigned person.
User can check overall summary of all the jobs currently under review.
For every service job, admin can schedule in-person visit to customer place to address the issue.
User schedule has the place, date and timing to track the person visit. Peacksoft ERP provides native android app to check the days visit schedule.
User can mark attendance from the scheduled location with time in and time out recorded at the back end.
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Service person can send the visit details with repair code, repair action and other details.
User can upload image through SFA service app taking the details of service and other bills from the field.
For every client visit, service person should maintain visit report which can be verified by manager and above.
Read more on CRM Service application
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