Your service department manages a lot of requests, work that must be done on time, and things that do not go as planned. Additional, requests can come in the form of emails, texts, written notes etc. The problem is information
Service Agreements can be viewed in Accounts. You can search, report, export, map, and add to Target based on Rental Contracts information using Handle Advanced search. Select Rental Contracts from Navbar Create search Available fields to search by Agreement ID
To streamline your request-approval process and eliminate unnecessary back and forth, Handle uses a status field to control where requests are at in the process. Any form (Service Request, Delivery Request, Opportunity) can be configured with custom status values to
Creating a Service Request is similar to creating other activities in Handle (Creating a new Activity). Service Requests can be created from the main navigation bar, an account, or in other activities, such as an Opportunity. The Service Request default
Handle notifications can be used to Increase awareness on any changes. Notifications can be sent from any form (Opportunity, Service Request, Delivery Request) by entering the user’s name into the Notification field. Auto add user to notification: When a user creates
Creating service requests through Handle saves you time by minimizing data entry, ensuring all the data you need is collected, and nothing is forgotten; it is also provides you a historical view of what has happened to understand future needs.
Identify When an opportunity to sell something has been identified, it must go through several steps / stages before actually closing the sale. There will likely be several conversations with the prospective buyer, internal discussion, inspections, appraisals, quotes, and