Here is a screencast of the Client Portal piece of Interlink for CommitCRM. This piece provides a simplified way for clients and their employees to submit service requests into CommitCRM from a simple web form.
Once submitted the approver at the client company is notified via email of a pending ticket, which they then log into their web portal and can view, comment, approve or cancel pending ticket requests. Once approved Interlink will create a history note for who approved the ticket with date and time stamp. The ticket is then moved from its pending assignment to any user you choose withinCommitCRM. The status is changed from new to assigned and the approval status from pending to approved.
This creates a document submission and approval process for all work request.
In addition, notifications of pending HIGH and IMMEDIATE level tickets can be sent to a primary and/or secondary engineer as a heads up.
Clients can log into this portal and view and comment on all open tickets for their company as well.
When the client receives their monthly invoice, they can also log into the portal and enter the invoice number in which will provide them a dollar amount breakdown by location/department that the work was associated with when the intake form was filled out. This saves your clients accounting departments untold amounts of time hand coding the invoice line items.
Lot of other workflow improvements are associated with this feature to greatly reduce the time it takes to get tickets created, approved and documented along the entire workflow. Increasing efficiencies and capturing more billable time!
Video Link: http://vimeo.com/17576442
Any questions, please feel free to email jim@dsolutionsgroup.com or visit www.dsgdevstudio.com
Once submitted the approver at the client company is notified via email of a pending ticket, which they then log into their web portal and can view, comment, approve or cancel pending ticket requests. Once approved Interlink will create a history note for who approved the ticket with date and time stamp. The ticket is then moved from its pending assignment to any user you choose withinCommitCRM. The status is changed from new to assigned and the approval status from pending to approved.
This creates a document submission and approval process for all work request.
In addition, notifications of pending HIGH and IMMEDIATE level tickets can be sent to a primary and/or secondary engineer as a heads up.
Clients can log into this portal and view and comment on all open tickets for their company as well.
When the client receives their monthly invoice, they can also log into the portal and enter the invoice number in which will provide them a dollar amount breakdown by location/department that the work was associated with when the intake form was filled out. This saves your clients accounting departments untold amounts of time hand coding the invoice line items.
Lot of other workflow improvements are associated with this feature to greatly reduce the time it takes to get tickets created, approved and documented along the entire workflow. Increasing efficiencies and capturing more billable time!
Video Link: http://vimeo.com/17576442
Any questions, please feel free to email jim@dsolutionsgroup.com or visit www.dsgdevstudio.com