The role of the maintenance man in the elevator industry
- Saman Ban's elevator company package is designed taking into account the needs of this industry and enables companies active in this industry to achieve increasing growth and profitability.
CRM
Features and functions:
- Possibility to define unlimited real and legal users
- Possibility to place real users as a subset of legal users (employees of a company)
- Ability to communicate with the user via SMS and email
- Converting the main group and subgroups separately for each user from the opportunity to the factor
- Send a birthday greeting message
- Inserting descriptions for the user to produce an archive of customer communications
- Display details and useful shortcuts related to the user anywhere in the system by clicking on the name
- And many more
Customer Club
Features and functions:
- Separate portal for customers
- Maintaining customer preferences
- Ability to add a variety of custom forms for customer satisfaction
- User profile settings and editing
- Display sales and service facts separately
- Showcase client projects
- Raising awareness of events
- Support and ticket system
- Possibility to request service for the customer
- Possibility of registering a building from the customer club
- Possibility of connecting to an electronic portal for online payments
Project Management
Features and functions:
- Create projects, tasks, various activities, track and refer tasks to other users
- Project Management
- Create and submit work
- Recording activities
- Quick registration of work and activities
- Possibility of cost estimation
- Appointments and meetings
- Time and financial reporting of work
- Workflow and job descriptions
- Create a project tree with unlimited levels
- Create a TASK or task for a person in each project
- Defining the steps for implementing a project and specifying the step in each task
- Record the deadline for each task
- Determine the level of urgency for each task.
- Recording notes and actions
- Delegating a task to another person
- Reporting on tasks based on work status, people, and stages
- Task alert system for quick notification
- Activity report
- Accurately monitor user activities
- Ability to view activities within a desired range
- Control the time of activities and the quality of work performed
On-site service
Features and functions:
- Create projects, tasks, various activities, track and refer tasks to other users
- Accurate and comprehensive scheduling of services in defined periods
- Display services in personal and management calendars
- Possibility of location and service continuity for each project
- GPS service location control
- Online service reports
- Report on service time spent for each service
- Possibility of assigning points and fees to each service
- Ability to calculate labor service wages based on the type of work and duration of work
- Ability to send documents such as photos, files, and reports online
- Service failure warning for administrator and desired persons
- Possibility of validating service workers' reports by relevant managers in real time
- Sending an SMS with the required data to the service when defining the service
- Possibility of automatic division according to the number of service workers
- Possibility to register an operator instead of a service when needed
- Full integration with calendar for time management
- Monitoring and controlling managers over the quality and quantity of services provided.
- Ability to separate and display pending and overdue services in real time in the managers' calendar
- Access to select service and service worker in the technical and sales category
- Ability to define cost fields by service or operator
- Ability to display actions taken in the customer club
- Ability to select and record necessary details such as serial number and product description manually or selectively
- Showing late or early services