Your customer describes the problem
During the call, the assistant records that the washing machine isn’t draining and that repair service is needed.
ERP IntegrationTurn a repair call into a service team workflow.
The assistant collects the appliance issue and prepares the service request, responsible team, and technician scheduling step for an ERP record.
Customer calls
“My washing machine isn’t draining. Can we open a service request?”
Appliance issue understoodService team selectedOperations record prepared
Receiving call
01Call02Analysis03Repair service request ready
How it works
Service notes are prepared
The issue summary, responsible service team, and technician scheduling needs are combined in one request.
The request enters your ERP workflow
If ERP access and supported fields allow it, the request is prepared for transfer. Your team can review the visit and schedule it with authorized approval.
Benefits for your business
Your service team sees the issue and the visit that needs scheduling within its existing workflow.
Send information where it belongs
Explore custom processes for transferring orders, service requests, and customer inquiries into the appropriate ERP fields.
Connect with operations
Build workflows tailored to your business for team routing and status tracking.
Reduce repetitive tasks
Use supported data transfers to help reduce manual entry.