CONNECTED SERVICE WORKFLOWS
Give your team a consistent starting point.
Build consistent service catalogs and assign access so your team starts each workflow with the right information.
Equipment setup
Tools for the work ahead.
Manage users and roles
Organize access around Administrator, Manager and Technician roles, with user and password management for your team.
Maintain equipment reference data
Manage location types, equipment types, refrigerants, manufacturers and models. Manufacturer and model merge tools help consolidate duplicate reference records.
Standardize quote information
Maintain service types, service fees, part types, quote statuses and service-performed options so teams work from shared catalogs.
Configure supporting workflows
Keep quality checks, safety forms and customer contract types organized. Choose the maintenance assistance available to your team.
How the workflow fits together.
01
Set up reference data
Review the equipment, service and quote catalogs your team uses.
02
Assign user access
Create users and choose the appropriate role for their work.
03
Maintain the setup
Review duplicates and configuration as your service operation changes.
BEFORE YOU CHOOSE
What would you like to know?
Which team roles are supported?
Administrator, Manager and Technician roles organize access for different responsibilities.
Can equipment reference data be maintained?
Equipment types, manufacturers, models and related reference catalogs can be managed as the service operation changes.
See how your service workflow fits together.
Discuss your team roles and the service catalogs you need to organize.