How to manage / renew Expired Contracts for admin

Menu: Service -> Expired Contracts Employees with Admin role can only view this page. Admins will be able to search and view contracts locked to their location. Admins can contracts created by the executives in their location. Only Super Admin can search all locations and view contracts created by all employees. Contract that will expire in next 30 days and those contracts expired in last 60 days can only be searched and viewed. More resources […]

How to manage Up-Coming Preventive Maintenance Service

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

How to find customers involved in service and provide appropriate service

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 […]

How to manage Complaint Details

Menu: Service -> Complaint List On Click set button in the Action column, the following links will be shown. There are Update Follow Up Inhouse Estimation Field Estimation Stores Request Generate Bill View Complaint On Click set button in the close column, the following links will be shown. There are Generate Bill Close Complaint More resources How to add standard complaint remarks How to edit / delete Complaint remarks

How to add Stores request for Service

Menu: Service -> Service -> List Follup – admin -> Set -> Stores request Add Stores request. Add executive schedule. More resources Manage approval pending stores request How to Manage pending stores request How to save Store Request Details

How to add Service Contract Type

Menu: Service -> Contract Type You can add as many as contract types your business requires. You can manipulate thru’ multiple options available to make special contract types. If your contract type will work like preventive maintenance, please select ‘Is Preventive Maintenance’ radio button. Else select “Is Per Call” if it works on “Per Call” principle. These contract types are needed to create a contract. These will be used in Complaint module, to decide whether […]

How to add Service Contract Type

Menu Link:Service -> Contract Type You can add as many as contract types your business requires. You can manipulate thru’ multiple options available to make special contract types. If your contract type will work like preventive maintenance, please select ‘Is Preventive Maintenance’ radio button. Else select “Is Per Call” if it works on “Per Call” principle. These contract types are needed to create a contract. These will be used in Complaint module, to decide whether […]

How to Manage Follow Up Details for executives

Menu Link:Enquiry -> Follow Up List This list / report is for executives who can view their own follow up and unscheduled enquiries. Executive can Set Schedule, Update an Follow Up, Create Quotation from this report. Search for follow ups based on Date range, Follow up Status, Enquiry Status and keyword. Following actions can be done from this list. Some actions may not be available depending upon the enquiry status and follow up status. Set […]

How to View Complaint

Menu Link: Service -> Complaint List -> Set -> View Complaint More resources How to create new Contract How to Schedule Service Follow up info Details

How to create new Contract

Menu Link –> Service -> Contract Entry Search and select exiting customer by clicking “Search” button (see image below) or add New Customer by clicking “New” button . After selecting customer, product details entry will be shown. To add multiple products click “New” button in Product area. To update start and expiry dates of multiple products, click “Click here to change date” link. To view price details of a entered product, click “View” button of […]

How to Schedule Service Follow up info Details

Menu Link –> Service -> Complaint List Admin In the record table click set and click Set schedule Give excutive name forthe schdule and set the timing and date Click “Save” button to set scheudle. More resources How to update Follow Up