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Overview | Support
For Easy Customer Service and Support. This software manages the customer requsets, based on a contract base or not. Customer requests may be serviced via phone, using the help desk, or by thechnicians. An Outlook like calendar helps all the scheduling. The appointments that can be scheduled are not strictly technical, but of a wider nature. i.e. visit to a bank, appointment with a new client....The appointments are displayed by technician. The steps required for a successfull use of the program are the follows (Step 1) Define your Technicians, Customers and Contracts. Define as a technician any person in your company that is capable of dealing with customers problems. (Step 2) Setup your Help Desk Knowledge Base. Information is power. Dont let this power stay only into your head. Multiply it by sharing it with others. How? Write down all of your technical knowledge. (Step 3) Start Receiving Customer Requests. Start up your engine! Receive calls from your customers. Check immediately the status of your customer. Is he in a contract? (Step 4) Put Customer Requests and Technicians on Scheduler. See your schedule in a time table. See all of your appointments (strictly technical or of any other nature). Examine the schedule totally or separately for any of your technicians. (Step 5) Complete the Customer Requests. Now that everything is put on schedule, all that has to be done is to give each of your technicians his daily schedule. By the end of the day, set all of the completed requests as completed to your books.
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