I require an application that our resellers can use for booking jobs, scheduling engineers and producing MI reports the following features are required:-
RESELLER:
Resellers need their own login portal accessed through the internet
Resellers can open fault tickets for their customers (compete Form about 27 fields)
Request cancellation of a customer ticket
Show ticket details (including engineer updates and photos)
Show ticket status including scheduled dates
Contact number
Search job tickets via Customer Name or Post code, phone number job reference
Customer Lookup to see previous addresses and associated calls (Customer name links to the address)
Address Lookup to see previous customers and associated calls (Address name links to the Customer)
Resellers Can view and download PDF Reports:-
For Example:- (exact queries will be confirmed, PDF layout design will be provided)
Number of tickets open / closed
Average open and close times
Number tickets per Person
Number of tickets Per Address
SUPERVISORS:
View open tickets (Full details)
View closed tickets (Full details)
Cancel tickets
When a reseller opens a ticket the supervisor can see new tickets that need an engineer scheduling:-
Schedule an engineer for an am / pm appointment (clicking on a day shows who is available and you can filter by engineer roles)
Add engineers, their contact info and roles
Add engineer time off / holiday so they cannot be scheduled
Admin can log in to the customer portal as the customer
Transferred Jobs Queue
View transferred tickets
Update the ticket
Close the ticket
Reschedule the ticket
ADMIN
Admin (can complete all supervisor tasks and the following)
Create new reseller portals / logins
Upload logos / reseller branding (maybe change the header colours?)
Add edit and delete reseller details
Change reseller passwords
Can login to any reseller portal as the reseller
Admin Can view and download PDF Reports:-
For Example:- (exact queries will be confirmed, PDF layout design will be provided)
Number of tickets open / closed
Average open and close times
Number tickets per customer
Number tickets per engineer
Number of tickets Per Address
Tickets closed per engineer
ENGINEERS
Engineers (iPad Application)
Engineers have an iPad so they can:-
See their scheduled jobs
List jobs for the day
Click on the job and view details
Add comments to the job
Close the job
Take photo and attach to the job
Transfer the job to supervisor adding details
The application will need to be designed and will also need a good easy to use interface and include documentation and ongoing support.
Thanks