Mobile Service Management Integration in Dash SaaS
Introduction
Dash SaaS introduces a game-changing solution integrating Mobile Service Management, designed to redefine customer service operations. This innovative integration empowers businesses to streamline their processes by managing customer requests, technician assignments, mobile parts inventory tracking, and billing generation—all from the convenience of a mobile device. With Mobile Service Management, businesses can centralize and optimize customer service operations, ensuring prompt and efficient service delivery. From efficient customer request management to seamless technician assignment and real-time service tracking, this integration offers a comprehensive solution to elevate the overall service experience and drive business efficiency. Say goodbye to scattered requests and hello to a streamlined, transparent, and efficient service management process with Mobile Service Management Integration from Dash SaaS.
Key Features
- Service History Tracking: Track and store the complete history of services performed for each customer, including repairs, maintenance, and other service-related activities. This feature ensures easy access to past service records for better decision-making and improved customer support.
- Service Contracts Management: Efficiently manage service contracts with customers, including the creation, modification, and renewal of contracts. This feature ensures that all contract details are organized and easily accessible, helping businesses maintain smooth and ongoing relationships with clients.
- SLA (Service Level Agreement) Policies: Monitor and enforce Service Level Agreements (SLAs) to ensure that agreed-upon service standards are met. This feature helps businesses define response times, service quality metrics, and performance expectations, ensuring compliance with client agreements.
- Customer Feedback Collection: Gather valuable customer feedback on services rendered, repairs, or any other customer interactions. This feature helps businesses assess customer satisfaction, identify areas for improvement, and ensure high service quality through continuous feedback.
- Repair and Maintenance Scheduling: Automate and streamline the scheduling of repairs and maintenance tasks. This feature ensures that service teams are notified of upcoming jobs, resources are allocated efficiently, and service delivery is timely and organized.
- Manage Pending Requests: Track and manage pending service requests, ensuring timely resolution. This feature helps prioritize tasks, allocate resources effectively, and monitor the status of ongoing requests, ensuring no customer request is overlooked.
Workflow
Installation
Step 1 : Super Admin Access
- Make sure your super admin has access to your system before you do anything else.
- Go to the “add-on manager” area of the super admin dashboard.
- Click the “+” (Module Setup) button to start the setup procedure.
- You will be asked to upload the ZIP file for the “Mobile Service Management Add-On.”
- Remember to enable the module after the setup is complete so other people can buy it.
Step 2 : Company Settings Steps
- Once the super admin enables the Mobile Service Management Add-On, company admins can purchase it and gain access.
- Start by heading to the “subscription plan” page and select the relevant “usage plan.”
- After that purchase the Mobile Service Management add-on.
- Here you can log in with your company profile, and there are several roles in the User Management module, “if the admin has assigned the permission of Mobile Service Management to a particular role, then the users with that particular role can also log in to this module. ”
Step 3 : How to use the Mobile Service Management Integration in Dash SaaS
- Once you purchase the Mobile Service Management Add-on, go to the sidebar and find it out.
- You will get to see 4 pages over there. The first page is for pending requests where you can see the list of pending requests including all the details like, service ID, customer name, priority, request status, tracking status, creator of the request, and the day when it was created. Besides all these details there is an action column from where you can accept, reject, and delete the requests. If you click on the service ID, you can see the service request details.
- The second page is for creating requests, where you can create new requests and also view its list including all the required details.
- The third page is for Invoices, where you can see your invoices including all the necessary details, and you can also view the invoice by clicking on the invoice ID.
- The last page is for system setup, where you can easily add new tracking status.
So, this is how you can have access to the Mobile Service Management module and use it without facing more difficulties.
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