A CRM for Complete Service Planning
The system provides comprehensive support for planning, managing, and executing your service operations. Schedule service technicians, deployment vehicles, and tools from a central location, account for qualifications and absences, and coordinate all stakeholders on a shared information basis. Mobile applications connect your in-house service team with field staff, ensuring seamless documentation from job assignment through to billing.
Deployment Planning
Plan and coordinate service deployments efficiently — with all relevant resources on a central scheduling board.
Resource Planning
Make the most of your technicians, vehicles, and tools: keep capacities and utilization levels in view at all times.
Skill Management
The right people for the job: quickly find technicians with the skills and experience each assignment requires.
Mobile Service Planning
All the information you need, right on-site: your service staff access deployments, customer data, and service histories on the go.
Deployment Documentation
Capture services rendered, time spent, and materials used directly on-site and document everything fully in the CRM.
Feedback & Billing
Close out service deployments quickly: send all relevant data directly to the in-house service team for review and invoicing.
Plan Service Deployments and Make the Most of Your Resources
Efficient service planning is the foundation of fast, reliable customer service. JustRelate CRM helps you centrally coordinate all the resources you need and plan service deployments to maximum effect. Service technicians, vehicles, and tools are brought together in a clear overview and can be assigned precisely to the relevant deployments.
- Optimal planning and coordination of service deployments and field staff.
- Central overview of available technicians, vehicles, and tools.
- Identify overloads and capacity shortfalls during the planning phase.
- Automatically account for absences such as vacation or sick leave.
- Find the right staff for each deployment based on their skills and experience.
Plan Service Deployments Efficiently and Coordinate Them Effectively
Thoughtful planning ensures the right service technician arrives at the right time with the right resources.
The integrated scheduling board in JustRelate CRM supports you in dispatching and coordinating your service deployments. All information relevant to planning is available centrally, helping you deploy resources to maximum effect. Overloads are immediately visible, while absences are automatically factored into the schedule.
The integrated skill management feature lets you quickly identify staff who have the skills and experience required for a specific deployment. This means service assignments can not only be planned faster, but also staffed with the right expertise — resulting in better resource utilization and a sustained improvement in the quality of your customer service.
Everything at a Glance
A central scheduling board gives you full visibility into your service organization. You can see which deployments are upcoming, which staff are available, and where capacity is already committed — enabling you to coordinate resources with precision and respond quickly to changes. An integrated approval mechanism further supports consistent planning and ensures service deployments are reliably confirmed. The central overview simplifies collaboration between the in-house service team and field staff, and reduces the need for manual coordination.
Fully Prepared on the Go
Service staff access their upcoming deployments and all relevant information via tablet or laptop. Customer data, details about the specific issue, agreed terms, and the full service history are available both online and offline. Map views of customers and deployment locations also make it easier to navigate and prepare. In addition, your staff can access FAQ entries and manuals from the integrated knowledge base to resolve issues on-site more quickly.
The Right Skills in the Right Place
Not every service deployment demands the same expertise. With the integrated skill management feature, you can search specifically for staff who have the skills and experience the job requires.
Qualifications thus become an integral part of deployment planning. The right technician can be assigned directly to a service order — enabling faster problem resolution and a higher standard of customer service on-site.
Document Service Deployments Directly On-Site
Once a deployment is complete, your service staff can capture all relevant services and information directly at the customer's location and submit them to the in-house service team.
Documentation is carried out on mobile devices, right on-site. Feedback, services rendered, and additional information are stored centrally in the CRM. Feedback forms can also be created on the spot and signed electronically by the customer.
End-to-End Documentation from Deployment to Billing
Fully document service deployments directly at the customer's location.
Record working hours, break times, and travel times on mobile devices.
Assign spare parts used and additional services directly to the deployment.
Create feedback forms electronically and have them signed by the customer.
Submit all relevant data to the in-house service team for review and invoicing.
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