Service & Appointment CRM
A service management system that tracks the whole job on one screen, from appointment to delivery: pre-meeting, appointment, work record, warranty record and customer history.
Modules running in this system
- Pre-meeting record and customer follow-up
- Appointment calendar and daily plan
- Job/application record: which work was done for whom
- Handoff to the warranty record on the brand's head-office site and the customer-facing lookup
- SMS notification management
- Customer history and repeat-job tracking
These modules run in the service management system we built for Solar Gard authorized application centers and in the Medikal Patron CRM used by Reslife Medikal. Client work: Solar Gard network
The module list varies by company; in the discovery meeting we map your current process and decide together which screens are needed.
Service & Appointment CRM: the process step by step (in Turkish)
“Appointments are on the phone, job records are in a notebook, and nobody has the warranty details at hand.” TODAY · ON PAPER
Solar Gard CRM · demo data