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.

wpDiscuz
Customer retention

5 customer retention tips to grow your business

Whether you are a start-up or a Fortune 500 company, retaining customers is your magic potion to run a profitable business. While customer acquisition is ...
19-11 Md prs

New Mixed License Pricing: Pay for what your users really use

In today's increasingly competitive business environment, staying ahead of the game is getting harder. In addition to needing to market everywhere, and provide competitive products ...
enterprise-feature

Vtiger’s Most Awaited Release: Sales Enterprise Edition

Each year a multitude of organizations spend huge sums of money trying to find better ways to grow sales. This in itself is a testimony ...
global-picklist

Save time and prevent data-mapping errors with Vtiger’s multi-module picklists

Imagine a scenario where a set of values need to be common to a couple of picklists across different objects or modules. For instance, the ...
gpi_customers_choice_18

Vtiger recognized as a 2018 Gartner Peer Insights Customers’ Choice for Sales Force Automation

We are excited to announce that we have been named a Gartner’s 2018 Peer Insights Customers’ Choice for Sales Force Automation. All of us here ...
blog-thumb-gmail

Get the most out of your inbox with Vtiger’s new 2-Way Gmail sync

Although we live in the social media era, emails are still the primary communication channel for most organizations. So, it is only natural that a ...
award-blog-new

Vtiger recognised as “One to Watch” and voted 3rd best in cloud CRMs!

It's always a delight to receive great feedback from our customers. It's our way of knowing that our efforts are being acknowledged and loved. Excitingly ...
Overcome_sales_stress

Sales stress: 5 ways managers can help their team

If you’re a sales manager, we understand that you manage a team that constantly works under high pressure. Every time you set an ambitious goal ...
Vtiger_Inventory_add-on

Automate and simplify your inventory management process

If inventory management is an essential part of your business, we have good news for you! We’ve built a new Inventory Add-on that helps optimize ...
Prospecting_GDPR

How to prospect and reach out to leads in the post-GDPR era

Ever since the enactment of GDPR, the way sales professionals prospect and reach out to their potential customers has changed drastically. Your sales activities can ...
loading
Copyright 2018 Vtiger | Privacy Policy