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Journey · After-sales service

A complaint,owned and closed

A WhatsApp complaint becomes a ticket with an owner, is checked against warranty, and fixed.

5 steps

Step by step

  1. Step 1

    The complaint becomes a ticket

    A complaint sent on WhatsApp becomes a ticket with an owner in your Helpdesk.

    Complaint · Customers → WhatsApp → Helpdesk

  2. Step 2

    Attached to the customer and invoice

    The ticket is attached to the customer, the invoice and the item it is about.

    Ticket · Helpdesk → CRM

  3. Step 3

    Warranty checked on its own

    Its warranty and any service contract are checked automatically.

    Warranty · Helpdesk → Subscriptions + Contract · Subscriptions → Helpdesk

  4. Step 4

    A service job is booked

    A service job is scheduled for the machine and billed the same way as your other contracts.

    Service job · Helpdesk → Maintenance

  5. Step 5

    Answered, with the clock watched

    The answer goes back on WhatsApp, and response times are tracked, so you know who is slow before the customer tells you.

    Response · Helpdesk → WhatsApp → Customers

Live on ERPNext

Run it on the real screens

The demo opens on a demo company in a new tab. You make, in order: Warranty Claim → Maintenance Visit.

See it live (opens in a new tab)

All 43 journeys

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