Service Visit Software

Software to record Service Visits

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Service Visits

If you are a Service Business you may want to record Service Visits along with Service Contract Details, Appointments and Reminders.

Software Customization

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.

Create 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.

Record Service Visit

Service History

Now each Service Visit is recorded in the Customer History.

Service Visit History

Service Contract

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.

Custom Service Visit History

Then you can store data like this.

Service Visit History

Service Appointments

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.

Recurring Appointments

You can create Recurring Appointments, for example a Service Visit Appointment every 6 months or once a year.

Recurring Reminders

Or you can create a Recurring Reminder to call the customer every 6 months to arrange a suitable Service Visit Appointment.

Reminder for Service Visit

Create 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.

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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