Service Visit Software
Software to record Service Visits
If you are a Service Business you may want to record Service Visits along with Service Contract Details, Appointments and Reminders.
In Amphis Customer, you can easily create a new history type called Service Visit so you can record your Service Visits. Just go to Tools->Maintain Templates. Click Create New History Entry Type..., enter Service Visit and click OK. Now if you view the Customer Details for a customer and go to the Customer History tab you can select Service Visit and click Create History Entry to record a Service Visit.
Record Service Visit Details
Now you can enter some details about the Service Visit. You can attach a file if relevant and you can link the Service Visit to a Job if required.
Now each Service Visit is recorded in the Customer History.
You may want to store details of the Service Contract. If you go to the Custom tab on the Customer Details screen and click Customize you can customize it to store Contract Details and other information, like this, for example.
Then you can store data like this.
You may also want to create future Appointments for the next Service Visit. Just select Appointment and click Create History Entry and you can create a future Appointment for the next Service Visit. If you use Outlook you can also link the Appointment to an Outlook Reminder.
You can create Recurring Appointments, for example a Service Visit Appointment every 6 months or once a year.
Or you can create a Recurring Reminder to call the customer every 6 months to arrange a suitable Service Visit Appointment.
Service Visit Job
You can also create a Job for each Service Visit in which case an Appointment is automatically created for the Job.
Reminders and Appointments will automatically appear on the Today View so you know what is happening. Appointments will automatically appear in the Appointments View. With both views you can change the date to see what is happening next week, next month etc to keep on top of things.
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