With the Web Service Desk app, back-office staff can easily manage daily activities, such as dispatching of tasks, updating schedules and locations, and coordinating the overall service lifecycle.
- Review incoming customer queries and tickets
- Single and mass appointment of tasks
- Calendar and schedule with to-do-list
- Map with location of technicians and daily active tasks
- Employee dashboard with tasks list
- Email notifications upon order status change
- Track order status in real-time
- Quick and easy copy and paste of maintenance and subscriptions
Enable your field technicians to do almost anything they need to from their Mobile Service app – whether locating replacement parts, raising invoices for new jobs, or providing customer quotes on site.
- To-do list
- Shared calendar
- Navigate to customer site
- Travel & shopping – add materials
- Report time and materials utilized for each service order
- Report time in travel
- Add photos and comments, attach files
- Photo of invoice – add automatically to order file
- Add customer signature
Empower managers to optimize the overall service lifecycle by monitoring all processes and touchpoints while delivering flawless service to happy customers.
- View all orders and order history
- Monitor the calendar with technicians, time slots, tasks, and locations
- Have comprehensive real-time information or status on any order, employee, or service object
- View built-in analyses for time utilized
- Analyze reports on performance and financial results by employee, customer, region, department, and others
Provide customers with the tools to keep themselves informed, in control, and in the loop via the Web Service Desk app.
- Client portal for queries and tickets
- Complete service order history
- Track order status in real-time
- Add photos, comments, and files
- Instant communication with the service team via Chatter
- Email notifications upon order status change