A company engaged in the selection, supply and maintenance of equipment for digital printing on textiles approached us. The basic configuration of the portal had already been done and the client was interested in automating the typical tasks of the company.
The customer's company periodically performs service work on its customers. The technician goes to the customer's site, performs maintenance, and forms a report on the results of the work. It is necessary to automate the setting of maintenance tasks, creation of the report and its acceptance by the customer.
To automate the service process, we have developed and implemented:
When service time arrives, a deal is created in the CRM that contains a list of customer equipment for service. A business process is started on the deal that collects additional information about the scheduled work. Once the information is collected, a task is created for the technician. The technician travels to the customer and performs the necessary work.
A link to the report form, which must be filled out by the technician after the work is done, is attached to the task. The technician fills in the information about the work performed, the inventory number of the equipment, spare parts that were used during the work.
After filling out the form, a report on the work performed is generated. The customer reviews the report and signs it on his cell phone. The signed report is converted into a pdf file and attached as a comment to the task, the task is closed.
As a result of the work done to automate maintenance tasks, the client received a tool to simplify the process of forming maintenance tasks and generating reports on the work performed. Separately, let's note that the technician works with tasks in the mobile application Bitrix24, the form of the report on the work performed is also adapted to mobile devices.
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