About Operations

Through the Operations module group, our system is equipped with Service Management functionality to help you stay on top of servicing, maintenance and asset up-keep. The group contains the following modules:

• Tickets – allow you to centralise customer issues so that details are easy to track, sort and report on.
• Projects – from here, you can create overarching projects and assign smaller tasks, breaking down workloads and providing structure for your team members.
• Jobs – you can use this module to manage your on-site or in-field servicing jobs with ease an quickly produce a PDF report that contains details of the work performed.
• Assets – you can organise and track products that your business has an interest in – whether it’s marketing collateral provided to franchises, appliances that you lease to customers or machinery you sell that requires regular servicing.

Learn below how to create and track your business’ assets, schedule and organise jobs, and manage field servicing in the CRM.

Tickets

• • Working with Tickets

Field Service

• • Creating a service Product
  • Creating a service Job
  • Creating Assets for servicing

Jobs

• • Creating Jobs
  • Adding Attachments & Notes to a Job record
  • Service Reports

Assets

• • Creating Assets

Projects

• • Working with Projects

Setup Guides

• • Set up servicing in CRM

Videos

You can also see our videos on the following topics:

• • • Setting up Project Stages
    • Working with Tickets
    • Working with Projects
    • Working with Jobs & Assets