Online Sales & Service Management Software from Celexsa
Menu: Service -> UpComing PM List This list comes from the contract entry based on Expiry date and Next service date. Click on “Set” to create a new Schedule for service maintenance. Click on “Update” to update a Schedule created for Preventive Maintenance. More resources How to find customers involved in service and provide appropriate service How to add Service Contract Type
Menu: Service – Service Customer List You can search existing customers based on their Contract type, Customer type, Location and Name. You can provide them variety of services like Preventive Maintenance, Promote new business or products, sell consumables. Schedule each service with a service executive to pipe line activities and forget it. Executives will be reminded on scheduled appointment date. Search customers. Click on Set button If you click Consumables Link, the following image will […]