Call Management
For managing service requests, tracking their status, maintaining a historical record, generating reports for analysis, and facilitating efficient communication with a large customer base, Jerobyte’s Easy Profit Provides the following features.
New Call Assignment:
New call assignment is a process within a service or support system where incoming service requests or calls are assigned to specific technicians or engineers for resolution. This ensures that customer issues are addressed promptly by the most suitable personnel. It often involves evaluating the nature and urgency of the call and then dispatching it to the appropriate team member.
History of Calls:
The history of calls is a chronological record of all service or support requests made by customers. This record includes details such as the date and time of the call, the customer's information, the nature of the request, actions taken, and the resolution status. Maintaining a history of calls is vital for reference, analysis, and improving customer service.
Call Status:
Call status refers to the current state or condition of service requests or calls in a tracking system. These statuses are typically categorized as:
- Open Calls: These are service requests that have been logged but are yet to be addressed by technicians.
- Pending Calls: Calls that are in progress but not yet resolved or closed.
- Completed Calls: Calls that have been successfully resolved or completed to the customer's satisfaction.
- Cancelled Calls: Service requests that were initiated but later canceled, often due to changes in customer needs or other reasons.
Service Call Report:
A service call report is a detailed document that summarizes information about service or support calls. It typically includes data like the customer's name, contact details, call description, assigned technician, call status, date and time of the call, and any additional notes or comments. Service call reports are valuable for tracking service activities, monitoring technician performance, and analyzing call trends.
Call Report Sending in Bulk:
This feature allows organizations to send service-related reports, such as service call reports or performance reports, to multiple customers simultaneously via email. It's particularly useful for businesses that have a large customer base and need to provide regular updates or summaries of service activities. The option streamlines communication and ensures that important information reaches the intended recipients efficiently.