For example, orders and work assignments
With few clicks ...
- type a few letters into the search mask ... and the client 'Müller' presents itself in all its diversity
- your secretary also gets an idea of the calling client within a few seconds ...
- you will find those collaborators who know an installation or have worked in the building in the corresponding year ...
- in no time you will find
- instruction manuals
- offer documents,
- subscription agreements
- work reports
etc
- photos give you associations and lead you with a single click into the corresponding order context
- print out the orders compactly and clearly listed on a pdf
As a dispatcher
- keep the long-term commercial overview in the order and quotation list
- You can statistically evaluate the client quantitatively and qualitatively over the years.
As service technician
- you are a competent partner in direct client contact because you can advise the client realistically
- thanks to the history and possible photo documentations you can anticipate and communicate your problems in long-term maintenance across all orders
As a secretary
- forward urgent calls and questions directly to the affected technicians and workers, because you have informed yourself about activities and responsibilities within seconds in 'Organisatrice'
As project manager
- The client specific history of assignments and offers serves as a basis for more targeted acquisition activities.
As a responsible
- the insight into 'Organisatrice' makes it easier for you to manage invoicing more coherently in the long term
- competently support the client's controlling in case of need