The Account Manager offers a lightweight CRM and gives you easy access to the features you need without extras getting in the way. Within each account profile, you can customize data tracking fields, assign user accounts, create multiple locations, attach files and add notes.
Improve efficiency and team collaboration when you assign technicians to accounts.
Have tickets routed to account managers automatically. Accounts can contain multiple locations to accommodate various buildings or business units within an organization. View all tickets, follow ups, assets and projects related to individual accounts. Assign projects, add notes and attach files for each account.
Route tickets automatically based on each account's specified rules. Tickets get in the right hands faster and resolved quicker.
When a new ticket is created, the Account Manager automatically populates the account information to ensure proper routing and tech assignments based on pre-determined rules. Using these rules for each account, tickets can be assigned to service technicians listed on the account or be assigned to other users. Use the Account Manager to meet goals and learn about areas of opportunity. This feature also allows you to stay within budget during a project and saves time with customized rules.