Handover and after-sales

Looking after the client after handover. Warranties keeps what you promised and when it ends. Service tickets logs complaints and service calls and tracks them to done. Service schedule plans regular maintenance visits and AMCs.

The screens

Warranties you have given, and when each one ends. — The cards: how many warranties you have given, how many are still active, how many lapse in the next 60 days, and the next one to end.
The list: what is covered and for what, the project, the vendor who stands behind it, when it starts and ends, the days left and its status.
Search by item or project, or pick a status. New warranty records one, usually at handover.
Where in the menu
Handover & service > Warranties
Who can open it
Company Admin, Viewer
Plan
Needs Service & maintenance
Open it in the sample workspace
Read about this screen: How do I keep track of warranties?

Complaints and service calls from customers. — The cards: how many tickets there are, how many are open, how many are past the date you promised, and the value you can charge for.
The list: the complaint with its number and whether it is under warranty, the project, priority, when it was reported and how many days ago, who owns it, the charge and the status.
Search by ticket or project, or pick a status. The pencil updates a ticket as work moves; New ticket logs a complaint.
Where in the menu
Handover & service > Service tickets
Who can open it
Company Admin, Viewer
Plan
Needs Service & maintenance
Open it in the sample workspace
Read about this screen: A customer has a complaint after handover. Where do I log it?

Planned maintenance visits and AMCs. — The list of recurring services you have promised, AMC visits and periodic maintenance, showing what is due next so visits can be planned.
New schedule sets one up: a title, the customer, the service, how often (or every so many months), the start date and the next service date.
Where in the menu
Handover & service > Service schedule
Who can open it
Company Admin, Project Manager, Employee, Viewer
Plan
Needs Service & maintenance
Open it in the sample workspace
Read about this screen: How do I schedule AMC or periodic maintenance visits?

How to

A customer has a complaint after handover. Where do I log it?
How do I keep track of warranties?
How do I schedule AMC or periodic maintenance visits?

How to

A customer has a complaint after handover. Where do I log it?

Service tickets > New ticket: the complaint, project, customer, priority, whether it is under warranty, who owns it and the promised date. Ticket numbers are given automatically.

Where in the menu: Handover & service > Service tickets
Who can open it: Company Admin, Viewer
Plan: Needs Service & maintenance

On screen: Service tickets

Open Service tickets and press New ticket (or New > Service ticket).
Write the complaint and choose the project, customer and linked warranty.
Choose the category, how it was reported, the priority and status.
Covered by warranty: Yes, or No, chargeable with the chargeable amount.
Set promised by and who it is assigned to.
When fixed, fill in what was done and resolved on, and close it.

Cards show open tickets, those past the promised date and the chargeable value. The client sees their requests on their project link.

These are your customers' complaints about your work. To ask the Inbecto team for help with the app, use a help request instead.

How do I keep track of warranties?

Warranties > New warranty: what is covered, project, customer, the vendor or maker behind it, start date and months covered. The end date is worked out; cards show what lapses in the next 60 days.

Where in the menu: Handover & service > Warranties
Who can open it: Company Admin, Viewer
Plan: Needs Service & maintenance

On screen: Warranties

Open Warranties and press New warranty.
Fill in the covered item, project, customer, the vendor or maker, starts on and months covered. Leave the end date blank and it is worked out.
Add what is covered and the terms.

Record both the cover you give clients and the cover your vendors give you. The cards show active cover, what is lapsing in 60 days and the next expiry. A complaint can be linked to the warranty it falls under.

How do I schedule AMC or periodic maintenance visits?

Service schedule > New schedule: title, customer, service, frequency (or a custom number of months), start date and next service date.

Where in the menu: Handover & service > Service schedule
Who can open it: Company Admin, Project Manager, Employee, Viewer
Plan: Needs Service & maintenance

On screen: Service schedule

Open Service schedule, press New schedule, and fill in the title, customer, service, frequency (or custom, with the interval in months), start date and next service on. The list shows what is due next, so visits can be planned.