To work on Servcraft : online System
1. One team needs help with following system = to oversee 2 teams admin.
2. To grow into point of contact to log calls / jobs
3. Jobs not in date or time order, only last edited.
4. Can be 20 jobs on busy days (not often)
5. System is fed, with automation and triggers.
[Scenario's]
A: Known clients
• Call owner.
1. Put in diary (time, urgency, scope)
Assistant takes over.
2. Create an appointment on Servercraft (link from job query -> appointment -> job)
3. Allocation of materials (by team)
4. Quote: when allocated to job, loads automatically
5. Job completed by team.
6. Invoice created by assistant. Sent by owner.
7. Get payment < close job.
Online training available from Servcraft.
