Staff members of a service department have to meet various requirements when processing service orders. While service or product responsibles, e.g. for maintenance planning, need an overview of all service-relevant products, service technicians need to find out specifically about the product installed at the customer's before the service mission begins. For this reason, JustRelate CRM offers a product-related view (Installation database) as well as a customer-related view (Customer installation) on the installation database.
Several views on the installation database
The product-related view (installation database)
In contrast to the customer installation, the installation database provides an overview of all products that are installed at your customers', ordered by categories.
In addition to the customer or operator and category view of the installation database, a view by product classes is also available. It offers the possibility to search a product class
- for service objects with specific master attributes (e.g. installation date, warranty from ... to) or specific technical characteristics, and
- to maintain their customers, operators, suppliers or other responsible parties, e.g. by transferring them to an ad-hoc list for follow-up processes (such as gathering information about new offers or product changes).