- Plan and schedule periodic maintenance for equipment and products.
- Define the frequency of maintenance (daily, weekly, monthly, etc.).
- Assign specific technicians or teams to tasks.
- Track the next due date for each schedule.
- Ensure proper maintenance to avoid downtime and extend product life.
https://www.youtube.com/watch?v=CHih3XKazlE
Support
Keep your service team aligned and responsive.

Maintenance Schedule


Maintenance Visit
- Record details of on-site visits for servicing or repairs.
- Capture technician details, visit date, and time.
- Document issues identified and actions taken.
- Track material consumption during visits.
- Ensure customer sign-off for completed work.
Issue Type
- Categorize issues (e.g., complaint, technical support, repair request).
- Streamline resolution by identifying root cause trends.
- Assign specialized teams based on issue type.
- Maintain issue type data for reports and analysis.
- Improve service strategies by evaluating common issue types.


Issue Priority
- Classify issues as Low, Medium, High, or Critical.
- Prioritize actions based on urgency and impact.
- Allocate resources efficiently for high-priority tasks.
- Track SLA adherence for critical issues.
- Escalate unresolved high-priority issues to management.
Issue
- Log detailed information about customer-reported problems.
- Track the status of the issue from Open to Resolved.
- Assign technicians or support agents to resolve the issue.
- Attach relevant documents, images, or logs for clarity.
- Notify customers about updates on their reported issues.


Serial No
- Uniquely identify individual units of products or equipment.
- Track purchase date, warranty status, and maintenance history.
- Record transactions like sales, returns, or repairs.
- Link serial numbers to warranty claims or service requests.
- Enable traceability in case of recalls or defects.
Warranty Claim
- Log claims for repairs or replacements under warranty.
- Verify claim validity based on warranty period and conditions.
- Track the status of claims (e.g., Open, Closed, Work In Progress, Cancelled).
- Record the resolution, such as repair, replacement, or refund.
- Analyze warranty data to identify recurring issues or faulty products.


ERP | HelpDesk
Raise customer service to the next level with a SaaS help desk
Ticket management across multiple channels, process automation, SLA
tracking, reporting and more.
Service Level Agreement
Personalize your customer experience with SLAs (for your support policy, response and resolution times, etc) based on the expectations you set with customers. You can track fulfillment or failures to improve your support process.


Customer Portal
Level up your customers’ interaction with your system and boost customer experience. Your clients can track the status of their issues and your team’s correspondence in ERP’s Issue Portal. Just invite customers as users in your ERP account and let them reap the benefits of full transparency — opening sales orders, tracking shipments via delivery note status, raising issue tickets, and tracking resolution details.

Level Up With Real-Time Insights
Real-time insights help you identify bottlenecks and implement best practices faster in your SaaS help desk.
