Once you upgrade to the Customer journey plan, you will benefit from the following features:
Each link will open another article in a new tab. This will allow you to come back to this page to continue looking at each new feature. Click here to compare the various plans we currently offer to see what works best for you.
Set up shift patterns and skills for your engineers:
These settings allow you to register the various shift schedules and patterns your engineers work off. You can also establish the skills that your engineers have that may be required for the jobs they carry out, anything from Plumbing and Heating, to Tree surgery, can be entered and applied to your engineers.
Dragging and dropping invoices:
This just makes it much easier to add invoices to your suppliers' profile pages. It can be really useful to be able to quickly locate and manage the invoices related to each supplier, this makes that super simple.
This setting combines shifts, skills and starting locations for your engineers to give you recommendations for which engineers and which times would be most convenient. This allows you to create the most efficient appointments without having to check each engineers profile individually.
Stock control is also available with the automation plan. This allows you to create and manage stock locations and stock to make your workflows even easier. Training for this is carried out separately.