Technical Service and Trades
A breakdown and a routine service request arrive on the same line and do not carry the same priority. A team in the field cannot make that distinction over the phone.
What it does on the phone
- Separates the urgent — "there is water everywhere" and "a service booking" do not land in the same box; the urgent one reaches you marked urgent
- Routes to the right engineer — who handles what, and whether they are free
- Prices from a measurement — square metres, metres, kilos; you enter the rule once and it does the arithmetic
- Books the service visit — with a day and a time, written into the diary
- Keeps a device record — which customer has which unit and what was done to it before
What you see in the panel
- Devices
- In a service business the records are called Devices — make, model, service history
- Diary
- Which engineer, at which address, when
- Calls
- The urgent ones at the top
- Cash
- Collected, uncollected, on credit
A busy day
On a day when temperatures fall, nineteen calls arrive; fourteen concern heating faults. Four are marked urgent and passed straight to the responsible person; the rest are booked in.
What the setup opens
Appointments, staff transfer, urgency triage, message taking and price calculation from a measurement.
If your question is not answered here, ask us — we will talk it through on a demo call.