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.

Installation

Workflow

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.