CareDesk follows a lead through visit, quotation and bill, then keeps the same customer’s complaint, visit, approval and close on a separate service desk. Take only sales, only service, or both. Neither side blocks the other.
A company that only sells can ignore the service desk. A company that only services machines can ignore leads. Visits are shared, and either side can raise a quotation.
Leads, customer visits, quotations, sale orders and billing. A sold machine can be recorded as an installed asset when you choose to.
Complaint number, assignment, site visit, diagnosis, optional quotation, customer approval, resolution and close. AMC is optional. Call-basis work is allowed.
Open the tab you need. If the customer does not want a quotation and says to go ahead, record that and move on.
Customer, machine, charge type and how the call came in.
Who is on the job, with the assignment history.
Site visit and the next follow-up.
What was found, and the proposed fix.
Spare, replacement or labour, more than one line, with history.
Written, verbal, or not required.
Mark the work done from any open stage.
Internal check when you use it.
Customer update. A rating is optional.
Close once the customer has confirmed, or you have a close note.
Choose the stage, then choose the customer, the admins and the employees. Nothing sends until that rule is on.
Sales only, service only, or both. We will get back on the details you leave here.