The outgoing technician typically works in the field to perform maintenance and installations as directed by the dispatcher. In smaller companies, the outgoing technician can also perform dispatching.
Main Work Tasks
| To | See |
|---|---|
Take customer requests for service and turn the requests into Service Orders. | |
Deliver service to customers, using the Service Tasks feature. | |
Create invoices and post them to your financial management system. |
Related Tasks
| To | See |
|---|---|
Set up and customize service items and service groups. This includes establishing which skills a service requires and troubleshooting guidance. | |
Establish service hours and status types to add time predictability to your service management application. | |
Set up tool to manage customer service representative and resource assignments based on availability, skill, and proximity. | |
Set up contracts, customer templates, and a system for managing service quotes. | |
Create service contract quotes and convert a quote into service contract. | |
Set up a system to give customers loaners as long as their items are under repair. | |
Set up and fine-tune pricing details on service items. | |
Plan the delivery of service by using the Dispatch Board | |
Set up resources in a group and allocate them to a service order depending on availability. | |
Create sales invoices, post receipts, and apply receipts to invoices. | |
Define items and their process structure. |