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After sales services software

 Key points

Prepare service calls

  • List of service calls to be made with viewing of customer sheet
  • Customer sheet
  • Customer list, and search by name, customer code, city, keyword or telephone number
  • Create and modify customer sheets
  • Manage conflicts with the central database
  • Create memos
  • Equipment sheet
  • Machinery pool
  • History of service operations
  • Access technical documents (installation instructions, handling instructions, technical description)
  • Access photos of the equipment

Carry out service calls

  • Manage equipment pool
  • Enter technician time
  • Enter equipment time
  • Manage costs for equipment and technicians
  • Take pictures (for dispute management for example)

Reporting and follow-up

  • Write a service report
  • Add a photo, a signature
  • Print the service report
  • Schedule a follow-up or inspection visit
  • Access the ERP internal messaging system to communicate with the Back Office
  • View messages received
  • Create messages and display the list of possible recipients
  • Connect to headquarters to send in the day's service reports signed by the customers, send dispute declarations, etc.
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