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Service & CR management solution - Coggle Diagram
Service & CR management solution
Head Manager
Project Manager
User Management
Add, block, or put clients on hold
Add, block, or put employees on hold
User Management (Create,Read,Update)
Affecting employees to customers
Service Management
Supervise all ongoing services
Full access to detailed service reports
Manage reasons for service rejection
Report Generation and Viewing
Generate and view detailed reports in PDF and Excel formats
Full access to information on employees, services, and clients
Payment Mode Management
Enable and disable available payment modes
Chat Communication
Communicate with employees and clients via the integrated chat feature
Notes and Comments Management
Access to manage notes and comments
Personalized Dashboard
Access to a personalized dashboard with key indicators such as the number of users, revenue, number of services processed, etc
Supervisor
Communication
Participation in Video call meetingas needed
Communication via the integrated chat
Information Consultation
Access to information about services, employees, and clients
View reports in PDF and Excel formats
Personalized Dashboard
Access to a personalized dashboard
Salesman
Account Registration and Management
Add or edit customer information (Entreprise)
Communication and Collaboration
Organize online meetings with clients.
Participate in meetings if necessary
Service Management
View information about services and clients
Access reports (PDF and Excel)
Dashboarding
Access a personalized dashboard
Authentication and profile
Authentication to platform
Employee
Service request management
Display service requests assigned to the employee
Allow the employee to accept service requests
Display details of each service request, including customer information
Send the document by mail
Display and edit service information
Search and Filter service
Communication with clients
Provide real-time chat for employees to communicate with clients regarding service requests
Provide video chat for employees to have meetings.
Authentication and profile
Authentication to platform
Display employee profile information
Service status tracking
Allow the employee to update the progress status of the service, for example, "pending approval," "in progress," "completed," or "rejected."
Calendar and appointments
Display scheduled appointments with clients and planned meetings.
Allow the employee to accept, reject, or propose new time slots for appointments.
Notes and comments
Allow the employee to add relevant notes and comments to service requests & meetings.
Customer
Service Tracking
Can track the status of service requests
Receives notifications on the progress of their requests
Receive notifications on mails.
Search and Filter service
Service Request
Can submit a service request by filling out a form with the required information.
Can use real-time chat to communicate with the assigned employee
Payment
Can make payments online using available payment methods.
Communication and Collaboration
Can participate in online meetings with the assigned employee via the integrated video chat.
Request date for meeting with employee
Accept the new meeting request
Add notes about meetings
Reports and Documents
Receives a PDF report once the service is successfully processed.
Can download necessary government documents from the application
Account Registration and Management
Can register on the platform by filling out a form
Can update personal information
Can view the history of service requests.
Authentication and profile
Authentication to platform