Introduction
Service calls refer to requests made by customers or clients to receive assistance or support for a particular service or product. It involves contacting a service provider or customer support team to address issues, resolve problems, or seek guidance
Stage Workflow
The default stages workflow in Purchase planning are as follows:
| Stage Name | Description |
| Accepted | The service call has been acknowledged and accepted by the service provider or customer support team. |
| Started | The service provider or support team has begun working on addressing the customer’s issue or request |
| Arrived | The presence of the service provider at the designated place to provide the required service or support |
| Waiting | A period when the service call is put on hold or is awaiting further action or resolution |
| Closed | The customer’s issue or request has been addressed, and the service call is considered finished |
| Reject | The customer’s issue or request has been addressed, and the service call is considered finished |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Service Calls App.
This Widget contains the summarized information about the Service Call
| Field name | Description |
| Ticket No. | Displays the system generated unique serial number code of the Ticket. he ticket number is typically generated by the service provider or customer support team for easy identification and organization. |
| Customer Name | Name of the customer who created the Ticket. The name of the individual or organization that has initiated the service call or made the customer request. It identifies the customer who requires assistance or support. |
| Call No. | Displays status or number of Tickets raised by the customer |
| Email address of the customer is displayed. It refers to the customer’s email address, which is often collected during the service call process | |
| Phone No. | Customer’s phone number is displayed. Contact Number or Phone Number, refers to the customer’s telephone or mobile number |
| Description | Comments or short notes about service call are displayed |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Field Description |
| Comments | User can write short notes or comments about the Service Call |
| Audit | |
| Created Date | Date when the Service Call is created |
| Created By | Name of the person who created the Service Call |
| Last Updated Date | Last stage changed of the Service Call |
| Last Updated By | Name of the person who last updated the stage |
| Status | Displays the current status of the Service Call |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Service Calls Masters