HELPER CRM is a very effective & powerful software to create, manage & appoint all your service bookings from your business. It fits perfectly for any type of house hold services business. Any business that has service teams that provide the services at home or offices. Services can range from AC servicing, AMC’s, Fitouts etc. Works wonderfully for any skilled job worker services. It’s easy to use interface ensures that your business is well organised & you donot over book or under book your field service staff’s appointments. Designed to make service oriented businesses HASSLE FREE.
Take enquires, assign your field teams, record feedback post field-team’s visit, maintain corporate accounts lists & record services, Maintain AMC’s & complaints, maintain a full fledged calendar for assigning jobs to your field teams & a host of other features to ensure that your business runs smoothly. Comes with 2 logins -An Admin and for a customer associate.
The admin or the business manager monitors all activities through this panel and the customer associate login has all the features to record, schedule & analyse on their customers.
WHAT DOES THE ADMIN DO??
1. Can create customer associate logins and add field service team.
2. Develop Email Templates and SMS templates (needs integration).
3. Review open complaints & close them when done.
4. Analyse on reports & graphs.
5. Gets a dashboard for quick view of current business position.
WHAT CAN THE CUSTOMER ASSOCIATE DO???
1. Can take a general enquiry or can take an appointment with geotagging address feature.
2. Can schedule & postpone appointments of field service staff.
3. Can see their existing appointments to plan their day accurately.
4. Send Emails & SMS with a single click with pre-filled templates.
5. Record Post Sales Call data.
6. Maintain corporate accounts list separately and record enquiries, appointments & post sales calls.
7. Enrol your customers for Annual Maintenance(AMC), Check with expired ones.
8. Add service complaints, Can be closed only by the admin.
9. Analyse on reports.
10. Gets a dashboard with graphs for quick views.
Check It Out @
ADMIN LOGIN CREDENTIALS: USER NAME – Admin
PASSWORD – 123456
CSA LOGIN CREDENTIALS: USER NAME – firstname.lastname@example.org
PASSWORD – 123456