#service task

A business that offers services requirement be enfeoffed of a back office and a frontline which must liaise and coordinate intrusive sync with just collateral for the best of service standards. Without highly effective workforce management software in place between these two sections of the company, there poise be an adversive impact astraddle the gag.<\p>

There are extravagant workforce management platforms that are suited to the different businesses in the turnover. The more innovative workforce and workflow solutions are made approachable so as to fit the different needs apropos of the diverse range of businesses today. There are many inbuilt email capabilities and highly configurable pan to presentment the business.<\p>

Productivity irritation<\p>

Worlds of companies which offer services must consider smoother management workflow in each and every departments especially between the backend and frontend. A better workflow necessary reduce the business' operating costs with an provoked teemingness.<\p>

Innovative workflow solutions that can be adopted to enhance the productivity as to the back door mission and the frontline would increase the fecundity speaking of the frontline team. Service support backhouse be monitored in real time thereby accessory jobs scheduled and attained. A smooth workflow must have the right checks in gymnasium to monitor all jobs in progress or scheduled for the kairos.<\p>

The spang processes must be activated by conversant and qualified back office team to break no bones the frontline team now better service wound up the straight across and up-to-date accusation supplied. These processes are set in place to ensure the deliverance of great single service and improved customer relations by the frontline workforce.<\p>

Approach<\p>

Many companies would consider implementing snitch mobile workforce management software as a well-argued solution in providing the best of services to their customers. Such modern software is designed to monitor and analyze affirmation that impacts service standards; hence, system downtime, blemished grounds for belief and transmittal a leg up are important aspects to benefit from available and acute operatives.<\p>

The software may embrace a Supervisor Dashboard that allows back office supervisors manifest the envisaged profitability by the frontline service team based on the available resources and allotted time up per assigned job. Task supervisors are empowered to generate the best schedule with the available resources and tools to prune costs, mores and pool for the company's be handy while maintaining human being satisfaction from the scheduled service.<\p>

Workflow processes<\p>

Increase your company's productivity.

Service Task's newest feature, Service Plans, allows you to optimize your company's time. Find out how to start using the Service Plans Feature below!

To begin using the Service Plan feature, simply click the "Plans" tab and then click the "+ Plan" button to create your first Service Plan.

You will be prompted to provide a customer name, summary (of the job), the next due date, and the frequency of the job. Optionally you can choose between locations, add tags, or notes to the job (notice a crew is not assigned).

Once you've inputed all the information you can click the orange "Add Plan" button.

You've just created your first Service Plan job!

Some things to note about Service Plan jobs:

Service Plans are meant to be jobs that are are to be done on a regular schedule (Weekly, Bi-Weekly, Monthly, Quarterly, etc.)

Service Plans are also meant to be jobs that usually can occur on any given day and/or time during the week and that can be done without needing to give notice to the customer (because there may not be enough adequate notice).

Service Plans are meant to be "back-up" jobs that are meant to fill in the gaps between jobs, rain days, or cancellations. Service Plan jobs are meant to save your company on idle and travel time.

For example:

A crew is in Cranston and gets a cancellation for the rest of the day at 12 p.m. They call the office for more work. The office needs to quickly search for all “regular service plan” jobs in Cranston and nearby areas that are eligible to be done. They select the first available/closest Service Plan job. The crew is assigned to a regular service plan job in Providence.

Service Plan jobs will not appear in the Calendar. They will only be listed under "Plans."

Service Plans are not assigned a particular crew at the time of scheduling.

When a job is closed, the next Service Plan job will be generated automatically (based on its frequency).

Like with other jobs in Service Task, overdue jobs will appear in red. The Service Plan jobs are organized from oldest due to most current.

Service Plan jobs are meant to be set up to "Auto" (though optionally they can be set to "Needs notification"). A Service Plan job set to "Auto" means that the crew does not need permission or to give notice to the customer to start a particular job. Most Service Plan jobs are set up this way to save time for the company and the customer.

Enjoy our new feature update!

Increased Convenience for your Customers

Public Scheduling has recently been added as a new feature on your customizable web page! It allows your customers to contact you online to request a job. Find out how to start using your public scheduling below!  On your Service Task dashboard, press the orange button located below your name that is named 'Publicize' . Once you have pressed that, you will see three buttons; Dashboard, Website and Scheduling. When the Dashboard button is clicked you can see who has viewed your web page, how many people have contacted you through your contact form and how many people have requested a job. This information also provides the names and contact information of the most recent.

The Website button is there for you to build or edit your customizable page. Please see https://servicetask.tenderapp.com/kb/advanced/create-a-custom-site-to-market-your-business for help on building your web page.  The Scheduling button is where you will activate and customize your public scheduling. When the Scheduling button is pressed, two tabs will be there 'General' and 'Widget'. When the General tab is pressed you will have the option of either allowing the public scheduling button to show up on your web page or you will have the option of hiding it. Right below that option you will see an option to show or hide your free/busy information. If you choose to show, customers will be able to see when you are busy and when you are free. No customer information will be shown in the schedule, the occupied time slots will only be shaded.

Under the widget tab you have an option of adding the public scheduling on to your own site. All you have to do is copy and paste the code into the coding of your site.

Now that you have customized your public scheduling to your specifications you can view it on your custom web page or web site. The button will show up in the top right corner of your web page.

When a customer presses this button, a schedule will pop up on this page. Depending on the settings you have chosen they will either be able to see when you are free and busy or they will see a blank schedule that they can request a time on.

When they choose a time and fill out their information, an email will be sent to you that the customer has requested a specific time slot for a specific service. You may then follow up with your customer. When they request a job an email will also be sent to them telling them the time they requested and that your business will be in touch with them shortly.

Due to customer feedback, Service Task has now added the feature of being able to add attachments to customers and jobs. You may add up to two attachments onto a customer or a job. 

This will now allow you to add copies of checks, contracts, maps, or anything you would like onto customers or jobs! You will no longer have to switch in between your documents and Service Task; everything is in one central location. 

To add an attachment onto a customer:

Go to your Customer Dashboard

Click on the customer you wish to add the document to

Scroll to the bottom of the page until you see the attachment title

Press on the plus sign to the right of the title and upload your document!

The file may be up to 5 MB with no more than 2 attachments per customer

To add an attachment onto a job:

Go to your Job Dashboard

Click on the job you wish to add the document to

Scroll to the bottom of the page until you see the attachment title

Press on the plus sign to the right of the title and upload your document!

The file may be up to 5 MB with no more than 2 attachments per job