Customer - New Request

Hello, and welcome to this training session.

In this video, we'll be discussing the customer service options available. From the menu, click on the customer service option. Within the customer service section, you have two choices: new request and orders. 

Selecting a new request will direct you to the customer service request page, where you can view all requests submitted by customers through the mobile app, the request portal, or WhatsApp.

On this page, you'll find each customer request along with several action buttons. The first button, details, allows you to view the specifics of the customer's request. The update status button lets you change the status of the request. If you need to add any notes, you can do so using the add note option. You can also chat with the customer, convert the request into a job using the create job option, and add a quotation with the add quotation option.

To create a job from a specific request, click on the create job option. A job number will already be assigned. You simply need to enter the title, select the type, and set the schedule, including the start and end dates and times. Then, choose a technician to assign to the job. The customer's details will be pre-filled based on the original request. You can add tags if necessary and enter the billing address information.

Once you've completed these steps, clicking on save will convert the request into a job.

Thank you for watching this training session. We hope this guide helps you efficiently use the New request feature in our FSM application. If you have any questions, feel free to reach out to our support team. Have a great day.