Service Management

Track post-sale service requests, assign technicians, and keep customers happy after the deal closes.

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What is Service Management?

Service Management extends your pipeline beyond the sale. After a customer is acquired, their service requests and support tickets are tracked with the same discipline as pre-sale leads. Create tickets, assign to field staff, track resolution, and send service reminders automatically.

How It Works

1

Create Ticket

Log a service request and attach it to the customer's record.

2

Assign to Staff

Assign ticket to the right technician with deadline and priority.

3

Track Resolution

Staff updates status from Open to In Progress to Resolved.

4

Send Reminders

Automated reminders notify customers of scheduled service visits.

Key Benefits

Ticket Tracking

Every service request is logged and tracked — nothing lost in WhatsApp.

SLA Management

Set resolution targets and get alerts when tickets risk breach.

Customer Satisfaction

Log feedback after service visits to track satisfaction trends.

Team Assignment

Assign service tasks with location context and customer details.

Service Reminders

Send WhatsApp/SMS reminders before scheduled service visits.

Who Uses This?

Service Manager

See all open tickets, monitor SLA, reassign when needed.

Field Technician

Check assigned tickets on mobile, update status on-site.

Business Owner

Track service performance metrics and customer satisfaction.

Ready to Use Service Management?

See how Service Management works in a live demo. Book a free 30-minute session with our team.