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Make customer management easy by tracking, recording, and reporting on customer interactions, parts, sites, and contracts.
Associate contacts to sites and track the history of your contact interactions.
- Phone calls
- Emails
- Notes
- Cases
- Work Orders
- Part Orders
- Service Contracts
- Opportunities
All history is searchable and reportable. You can even set up contact specific notifications and alerts allowing you customize how you interact with specific customers.
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Create site hierarchies and assign assets to each location.
- Flexible site hierarchy allows you to model complex internal or customer organizations based on levels such as Business Unit, Region, District, Office, and Individual sites.
- System administrators can restrict access to data based on organizational level.
- Site assets represent the installed equipment or services at a customer site. These are typically the products you service.
- Information such as the product, serial number, asset tag, installed date, etc are visible on a site asset.
- Service history can be viewed by individual site asset or based on product attributes (i.e. family, line, customer, geography, etc).
- Installs, De-Installs, and Exchanges are easily transacted and stored as part of the asset history.
- Complex site installations can be represented through site asset hierarchy.
Set preferred technicians to specific sites and save specific billing information for each location.
- Site preferences enable you to set up preferred, primary, and non preferred technicians for a given site.
- Insures that knowledgeable technicians are preferred during resource scheduling.
- Preferences may also be applied to site assets.
- Billing information can easily be viewed on the site.
- Billing includes case billing, time and materials billing, parts billing, and contract annuity billing.
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