What is the best way from start to finish for engineers to work CommitCRM ?? we are having trouble finding the best way, this is what we currently do;
1. Customer brings pcs into workshop
2. Job is booked in as a ticket & customer given a job card.
3. Label Printed onto pc
4. Office staff allocated job to engineer using dispatcher
5. Engineer creates activity template called "diagnose"
6. Engineer marks "diagnose" task as complete with his diagnoses
7. Engineer selects an activity template on the job he thinks it is
8. Completes the job
9. sends message to office to say ready then prints resolution form
10. office calls customer & sends a txt message
How can we make this simple? Also is there anywhere to send a SMS when the job is complete automatically?
We are testing the 5.3 beta 2 version at the moment and I do say there are big improvements with the email part! which is great. But would like to tweak it to be bale to send SMS messages
Cheers for now
1. Customer brings pcs into workshop
2. Job is booked in as a ticket & customer given a job card.
3. Label Printed onto pc
4. Office staff allocated job to engineer using dispatcher
5. Engineer creates activity template called "diagnose"
6. Engineer marks "diagnose" task as complete with his diagnoses
7. Engineer selects an activity template on the job he thinks it is
8. Completes the job
9. sends message to office to say ready then prints resolution form
10. office calls customer & sends a txt message
How can we make this simple? Also is there anywhere to send a SMS when the job is complete automatically?
We are testing the 5.3 beta 2 version at the moment and I do say there are big improvements with the email part! which is great. But would like to tweak it to be bale to send SMS messages
Cheers for now
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