Track Customer right from the first call till job completion

Collect and analyze actual data from every customer to build and strengthen a long-term relationship between the organization and the customer.

• Add notes or special instructions in the work orders

• Set auto-reminders to keep track of a customer’s pending or ongoing jobs

• Search for specific customers in the database

• Exclude or include technicians for job assignment based on previous customer experience

• View all the pending, in-progress and completed jobs related to a customer

• View message or email logs for a customer

Improve customer service management by evaluating performance across all customer touchpoints.

Record and access complete customer history

Our Customer Support Management Service lets you document important information from each and every interaction with the customer including:

• Complete work history

• Customer notes and recommendations

• Customer location history

• History of transactions and billing

Focus on improving customer experience for greater operational efficiencies and growth of your contracting service management business.

Customer service management: Notify Customers through Emails and Text Messages

Keep customers in the loop to build better business customer and vendor customer relationships for exceptional customer service experience.

• Send important updates such as technician’s current location via Text Messages

• Use Push Notifications to keep them informed about what’s happening in the app

• Share complete technician information upon job acceptance via multimedia messages

• Send invoices, quotations via Email

Our field service CRM lets your customers feel valued and involved by providing the ability to track the technicians in real time and receiving important updates directly.

Generate quick customer-based reports

Quickly analyze the total lead conversions, sales generated and profits earned during a particular time period with customer service report generation feature.

Customer based sales and profit reports provide comprehensive and accurate insights to:

• Quickly identify the most profitable service consumers

• View customers that helped you generate more sales

• Get the total number of Jobs or work order created and completed against a customer