The CRM ticket function has been improved to allow users to create a new ticket and fill in the relevant project information during the creation process. These new additions include:
Service Project Management: This feature allows users to manage the types and types of service items. When a user fills in a ticket receipt, if the service fee is involved, he or she can easily fill in and view the previous service item records.
Service Item Record: This is a history feature that records all completed service items. Users can view the details of past service projects here, including project type, implementation date, etc.
Equipment outbound record: When the work order is completed and the receipt is filled, the system will automatically record the equipment or spare parts information that has been shipped. This includes the name, quantity, date of shipment of the equipment spare parts, etc.
Spare parts requisition form (in closed beta): This feature allows the user to fill out a spare parts requisition form after the work order has been assigned. If the required spare parts are not in stock or are not available, the user can request a purchase through this function.
From the beginning of ticket creation, the user can define the type and ** of the service item, and fill in the receipt after the ticket is completed. The acknowledgment includes the cost of the service and the use of spare parts for the equipment. The system automatically records all equipment spare parts that have been shipped out of the warehouse and allows users to request the purchase of missing spare parts in the spare parts requisition function used in the internal test.
Such a ticketing system not only improves work efficiency, but also ensures transparency and accuracy in service items. Users and managers can view the history at any time for auditing or analysis.