Vtiger_work_order

Deliver great service and delight customers with Vtiger’s work orders

If your businesses generate dozens of work orders every day to get things done, then we have good news for you! You can now generate work orders – be it to fix a recently raised issue or schedule a routine maintenance visit – in a few clicks within Vtiger CRM.

Creating work order from a case in Vtiger CRM

With the ability to generate work order from Vtiger, you no longer have to worry about incomplete, miscommunicated, or erroneous manual work orders that drain your team’s productivity. Vtiger CRM seamlessly connects your customer support and field service teams to promptly dispatch work orders, better manage resources, and deliver exceptional service to your customers.

With Vtiger’s work order in place, you can:

Delight customers with increased first time fix rate (FTFR)

Inefficient management of materials and field service agents is one of the top reasons for the plummeting first time fix rate. But with Vtiger, get the clarity on the resources available so that you can prioritize work orders, assign the best agents and get the issue resolved on the first visit.

Vtiger_work_order

Prioritize work orders to assign best field agent to get issue resolved on the first visit

Manage work orders on the go with Vtiger 360 mobile app

Field agents can view all work orders assigned to them for a given day from anywhere and at anytime on Vtiger 360 mobile app. Once a work order is assigned, the agent can view and navigate to the customer location on a click. On reaching the location, the agent can check-in to the event and check out after work is complete. The entire process speeds up work order handling by eliminating the turnaround time and delay induced by paper work.

Vtiger_work_order_view

View all assigned work orders

Eliminate confusions associated with phone, paper, or face-to-face requests

Vtiger gives teams access to work orders with details on every job they have to perform. This transparency makes communication among team members easier and avoids any possible confusion.

Vtiger_work_order_detail

View work order details

Eliminate invoice errors

Vtiger lets you generate invoice from work order on a click. This means that you don’t have to waste time manually creating invoices or worry about missed billable line items.

generate-invoice-wo

Generate invoice from work order on a click

Save time with automated stock adjustment process

Vtiger automatically updates the used units of products or service contract when a work order is completed. This means you don’t have to waste time making multiple phone calls, sorting through stacks of paperwork, or even walking into the warehouse to check the shelves for updating the inventory details.

wo-items

The quantity of used inventory is automatically updated in products/service record

Want to start using work orders in Vtiger? Refer work order documentation for setup instructions. Feel free to write to us at support@vtiger.com for further assistance or queries.

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