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Service Registration

Usually the customer service representative first attempts to resolve the call  through Phone.  If the solution to an issue cannot be resolved via phone, the service request can be easily converted into a service order.  These Service order has been registered with proper details. With Business One, service providers can use the system to maintain prioritized queues of service calls. Service fees are based on time and materials consumed, service agreements, and warranties. Warranties may be manufacturer’s warranties or internal warranties. Service Registration option is used to record all compliance with the nature compliance in detail (reported). The Service Call will be different type here in GB called as Service Call Nature
  • Warranty
  • AMC - Annual Maintenance Contract
  • On Call - Chargeable
Warranty A representation, especially in writing, made by a seller or company to a purchaser of a product or service that a refund, repair, or replacement will be made if the product or service proves defective or unsatisfactory, especially within a given time period. AMC - Annual Maintenance Contract or Warranty Annual Maintenance Contract in shot AMC is service provided by the company to the customer at a cost that helps keeps their machineries in proper working condition. The contract will be the for the period of time. On Call - Chargeable if the product / Machine is not covered in Warranty and AMC then the call will be  considered as chargable Call. Some of the key information needed to register and understand the nature of compliance and to monitor the calls.
  • Calls From
  • Call Type
  • Call Mode
  • Call Nature
  • Reported On and Time
Call From The Service Call will be received from company (supplier)  employees, or  from customer, from external Technician. This information is used to allocate the the service to solution provider ( usually technician ) and response the status to reporter. Call Type : The calls will be segregated by Domestic and International (and also as region, zonal) .  This will help the system to identity the technician belongs in the location. Call Mode : The Call Mode information is used to group the call in which source of point its received for analysation  purpose e.g.
  • Through Person
  • Through Mail
  • Through documents
Call Nature: The Call Nature information is important in Service registration. Based on the Nature of call only the priority will be set and cost of the charges estimated.
  • Warranty
  • AMC - Annual Maintenance Contract
  • On Call - Chargeable
Service Allocation Once the service call registered then the next process is identifying right service engineer (technician) and assign the compliant to him. The Person who is knowing the assigning process can open the call from call register and assign to compliances to right Service Engineer The person who receives the call is having rights to assign Service engineer for the compliance then this process will be handled at the time of Call register itself Allotted Type and Allotted to information should be set for assigning the call to Service engineer "Allotted Type" will have the information about whether the resources is company employee or out sourcing. For " Allotted To " name of the service engineer assigned for this job        

Contents

Revisions

Revision Differences

October 29, 2018 @ 07:18:11Current Revision
Content
Unchanged: Usually the customer service representative first attempts to resolve the call  through Phone.  If the solution to an issue cannot be resolved via phone, the service request can be easily converted into a service order.  These Service order has been registered with proper details. With Business One, service providers can use the system to maintain prioritized queues of service calls. Service fees are based on time and materials consumed, service agreements, and warranties. Warranties may be manufacturer’s warranties or internal warranties.Unchanged: Usually the customer service representative first attempts to resolve the call  through Phone.  If the solution to an issue cannot be resolved via phone, the service request can be easily converted into a service order.  These Service order has been registered with proper details. With Business One, service providers can use the system to maintain prioritized queues of service calls. Service fees are based on time and materials consumed, service agreements, and warranties. Warranties may be manufacturer’s warranties or internal warranties.
Unchanged: <em>Service Registration</em> option is used to record all compliance with the nature compliance in detail (reported).Unchanged: <em>Service Registration</em> option is used to record all compliance with the nature compliance in detail (reported).
Deleted: The Service Call will be different type here in GB called as Service Nature Added: The Service Call will be different type here in GB called as Service Call Nature
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li>Warranty</li>Unchanged: <li>Warranty</li>
Unchanged: <li>AMC - Annual Maintenance Contract</li>Unchanged: <li>AMC - Annual Maintenance Contract</li>
Unchanged: <li>On Call - Chargeable</li>Unchanged: <li>On Call - Chargeable</li>
Unchanged: </ul>Unchanged: </ul>
Unchanged: <strong>Warranty</strong>Unchanged: <strong>Warranty</strong>
Unchanged: A <span class="hvr">representation,</span> <span class="hvr">especially</span> in <span class="hvr">writing,</span> <span class="hvr">made</span> by a <span class="hvr">seller</span> or <span class="hvr">company</span> to a <span class="hvr">purchaser</span> of a <span class="hvr">product</span> or <span class="hvr">service</span> <span class="hvr">that</span> a <span class="hvr">refund,</span> <span class="hvr">repair,</span> or <span class="hvr">replacement</span> <span class="hvr">will</span> be <span class="hvr">made</span> if <span class="hvr">the</span> <span class="hvr">product</span> or <span class="hvr">service</span> <span class="hvr">proves</span> <span class="hvr">defective</span> or <span class="hvr">unsatisfactory,</span> <span class="hvr">especially</span> <span class="hvr">within</span> a <span class="hvr">given</span> <span class="hvr">time</span> <span class="hvr">period.</span>Unchanged: A <span class="hvr">representation,</span> <span class="hvr">especially</span> in <span class="hvr">writing,</span> <span class="hvr">made</span> by a <span class="hvr">seller</span> or <span class="hvr">company</span> to a <span class="hvr">purchaser</span> of a <span class="hvr">product</span> or <span class="hvr">service</span> <span class="hvr">that</span> a <span class="hvr">refund,</span> <span class="hvr">repair,</span> or <span class="hvr">replacement</span> <span class="hvr">will</span> be <span class="hvr">made</span> if <span class="hvr">the</span> <span class="hvr">product</span> or <span class="hvr">service</span> <span class="hvr">proves</span> <span class="hvr">defective</span> or <span class="hvr">unsatisfactory,</span> <span class="hvr">especially</span> <span class="hvr">within</span> a <span class="hvr">given</span> <span class="hvr">time</span> <span class="hvr">period.</span>
Unchanged: <strong>AMC - Annual Maintenance Contract or Warranty</strong>Unchanged: <strong>AMC - Annual Maintenance Contract or Warranty</strong>
Unchanged: Annual Maintenance Contract in shot AMC is service provided by the company to the customer at a cost that helps keeps their machineries in proper working condition. The contract will be the for the period of time.Unchanged: Annual Maintenance Contract in shot AMC is service provided by the company to the customer at a cost that helps keeps their machineries in proper working condition. The contract will be the for the period of time.
Unchanged: <strong>On Call - Chargeable</strong>Unchanged: <strong>On Call - Chargeable</strong>
Unchanged: if the product / Machine is not covered in Warranty and AMC then the <strong>call</strong> will be  considered as chargable Call.Unchanged: if the product / Machine is not covered in Warranty and AMC then the <strong>call</strong> will be  considered as chargable Call.
Deleted: Some of the key information needed to register to understand the nature of compliance and to monitor the calls. Added: Some of the key information needed to register and understand the nature of compliance and to monitor the calls.
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li>Calls From</li>Unchanged: <li>Calls From</li>
Unchanged: <li>Call Type</li>Unchanged: <li>Call Type</li>
Unchanged: <li>Call Mode</li>Unchanged: <li>Call Mode</li>
Unchanged: <li>Call Nature</li>Unchanged: <li>Call Nature</li>
Unchanged: <li>Reported On and Time</li>Unchanged: <li>Reported On and Time</li>
Unchanged: </ul>Unchanged: </ul>
Deleted: <strong>CAll From</strong> Added: <strong>Call From</strong>
Unchanged: The Service Call will be received from company (supplier)  employees, or  from customer, from external Technician.Unchanged: The Service Call will be received from company (supplier)  employees, or  from customer, from external Technician.
Unchanged: This information is used to allocate the the service to solution provider ( usually technician ) and response the status to reporter.Unchanged: This information is used to allocate the the service to solution provider ( usually technician ) and response the status to reporter.
Unchanged: <strong>Call Type :</strong>Unchanged: <strong>Call Type :</strong>
Unchanged: The calls will be segregated by Domestic and International (and also as region, zonal) .  This will help the system to identity the technician belongs in the location.Unchanged: The calls will be segregated by Domestic and International (and also as region, zonal) .  This will help the system to identity the technician belongs in the location.
 Added: <strong>Call Mode :</strong>
 Added: The Call Mode information is used to group the call in which source of point its received for analysation  purpose
 Added: e.g.
 Added: <ul>
 Added: <li>Through Person</li>
 Added: <li>Through Mail</li>
 Added: <li>Through documents</li>
 Added: </ul>
 Added: <strong>Call Nature:</strong>
 Added: The Call Nature information is important in Service registration. Based on the Nature of call only the priority will be set and cost of the charges estimated.
 Added: <ul>
 Added: <li>Warranty</li>
 Added: <li>AMC - Annual Maintenance Contract</li>
 Added: <li>On Call - Chargeable</li>
 Added: </ul>
 Added: <strong>Service Allocation</strong>
 Added: Once the service call registered then the next process is identifying right service engineer (technician) and assign the compliant to him.
 Added: The Person who is knowing the assigning process can open the call from call register and assign to compliances to right Service Engineer
 Added: The person who receives the call is having rights to assign Service engineer for the compliance then this process will be handled at the time of Call register itself
 Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/10/CRM_ CallRegister_ scr1.png"><img class="alignnone size-full wp-image-9895" src="http://help.goodbookserp.com/ wp-content/uploads/2018/10/ CRM_CallRegister_scr1.png" alt="" width="604" height="213" /></a>
 Added: Allotted Type and Allotted to information should be set for assigning the call to Service engineer
 Added: "<strong>Allotted Type</strong>" will have the information about whether the resources is company employee or out sourcing.
 Added: For " <strong>Allotted To</strong> " name of the service engineer assigned for this job
 Added: &nbsp;
 Added: &nbsp;
Unchanged: &nbsp;Unchanged: &nbsp;
Unchanged: &nbsp;Unchanged: &nbsp;

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