WEBMINO Manual

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General Ledger Menu
Entries Charter of Accounts Reconciliation Transit Deposits Sales Taxes Payroll Remittances G/L Analysis and Verification G/L archives Budget Liquidity Analysis Daily Activities Quick Project Analysis
Periodic Closures
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Financial Statements
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Income Menu
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Reports
Accounts Receivable Sales Orders Mail Merge Quotations Statistics Comparative Statistics Compound Statistics Global Sales Global Mail Merge
Expenses Menu
Purchases and Expenses Suppliers Payments Closing Purchases Employees Checks A.P. Analysis Payable Adjustments C.A.R.-C.A.P. Exchange Chain Tracking Import Chains Time Clock Control Attendance Time Clock Supervision
Payroll Processing
Payroll Preprocessing Payroll Processing Direct Deposit Payroll Cancellation Time Clock Transfer
Reports
Accounts Payable Purchases Payroll Records of Employment T4-R1 Forms Commissions Checks
Inventory Menu
Inventory Orders Inventory Verification Products to Order Inventory Changes Inventory Taking Inventory Processing Promotional Changes Product Creator Order Tracking Required Products Intra Branches Intra Reception Assembly Sold Products Analysis Inventory Movement Analysis Lot Analysis IN-OUT Inventory Quick Inventory Search
Reports
Inventory Purchase Orders Inventory Replacement Missing Quantities Assembly Composition
C.R.M./Service
Time Clock Events Today's Events Events to Watch Calendar Event Tracking
Service Requests
 Work Orders Service Schedule Work Order Tracking Daily Route Sheet Customer Visit Tracking Customer Routes Document Bank Forms Management Complete the Forms Table of Forms
Reports
Service
Clinic/Appointments
Dashboard Appointments Monthly Schedule Weekly Schedule Daily Schedule Treatment Follow-up 6 Month Calendar Operation Setup Treatments Rooms
Production
Production Monitoring Production Items Specifications Put into Production Method Management Production Calendar Production Day Production Console Production Cost Variation Required Components Tracking Component Cost Variation Component Usage
Reports
Production Recipes


Service Requests

A service request is a non-mandatory document that is used to take a customer call for customer service.
This request may lead to a full service call but may also be resolved as a service request if no technician or additional work is required.
A service request may be used to screen customer calls and prepare the technician's schedule by contacting the customer for details and specifics of the complaint and/or service to be provide.

 

   

There are three ways to use the service system:

1) By taking a call in service request. Service requests are then evaluated and become work orders or are destroyed. Work orders are placed in the schedule and are executed by technicians leading to a final invoice.

2) Directly by work order. Work order is created and placed in the schedule and are executed by technicians leading to a final invoice.

3) By service request only. Service requests are evaluated and processed. Afterwards they are either destroyed or placed in the call history.

Service requests are displayed in a table that can be sorted by technician, number, type, date or route depending on the information taken when the request was created. Service requests can be edited or destroyed.

à even this table, there are three options to transform service requests:

Allows you to transform this service request into a work order (service call).

Allows you to send this request to the service request history.

Allows you to delete the service request.

 

By clicking on the reference (service request number) you can edit the content of a service request.

Two quick links at the top of the page allow you to go to either the service request table or the service call calendar.

This symbol in the table indicates an unread service request. In the service request this symbol can be clicked which marks the request as read.

The Service History button allows you to display the service summary for this customer. Normally only work orders appear in this history unless requests have been sent to the service request history.