Robot - Help Document

Robot - Help Document

Service Call

The Manage Service Call functionality provides an efficient and structured approach to handling service requests. It allows service personnel to track, update, and resolve service calls seamlessly while ensuring timely customer support. With features like real-time status monitoring, automated assignments, and detailed record-keeping, the system enhances operational efficiency. Additionally, built-in communication tools, work order management, and scheduling capabilities contribute to a more streamlined and organized service process.

Key Features & Benefits:

  • Centralized Tracking & Management: Easily monitor service calls with clear status updates and real-time tracking.
  • Quick & Easy Service Call Creation: Add new service calls with client details, service type, and due dates in a few steps.
  • Automated Assignments: Assign service requests to the right personnel for faster resolution and better workload distribution.
  • Comprehensive Service Records: Maintain event logs, call history, and detailed service notes for reference.
  • Work Order Integration: Create and manage work orders linked to service calls for efficient task execution.
  • Enhanced Communication: Send SMS updates to customers and use internal comments for improved team collaboration.
  • Smart Scheduling & Follow-ups: Plan future service activities, set due dates, and track warranty-covered services.
  • User-Friendly Navigation: Intuitive interface for adding, editing, and managing service calls effortlessly.