SAM7 have developed a powerful Order Capture form to allow Customers or Help Desk to quickly and efficiently record new repairs. This screen guides the user through the steps that are required to capture the correct details, including the type of work, priority and whether this is a recurring issue. The system responds to these answers by automatically allocating an appropriate Contractor, the correct financial code and an estimated value.
The system also holds an asset register, and so a specific piece of equipment can be attached to the repair. This ultimately helps ensure that the Contractor has the correct information before undertaking a repair, but can also flag to a user any warranties that may be in place.
As soon as a repair is raised the Help Desk can track its progress using Microsoft Dynamics 365, plus the details are visible to the Customer, your Property/Operations Teams and Contractors via web portals.
Larger repairs can automatically create quotation requests to a number of pre-defined Contractors. Once these Contractors have provided quotations, then a nominated member of your team can decide which, if any, quotation to proceed with.