A service business whose office takes requests and prepares quotes, while technicians spend the day at customer sites.
How a service business with office staff and technicians on the road could connect requests, quotes, attendance and payroll.
This is an illustrative example, not a customer case study. It shows how the products fit this kind of business, using only what they do today.
A service business whose office takes requests and prepares quotes, while technicians spend the day at customer sites.
Requests and quotes live in inboxes and spreadsheets, attendance for staff in the field is hard to confirm, and payroll is pieced together at month end.
Requests from supported channels are captured with an owner and a reply deadline.
Smart Lead AutomationQuotes are built from the price list and followed through to the order on the same record.
CRM OSStaff check in from their phones with their location, so site visits count as attendance.
Smart HRMSStaff apply from their phones, and managers approve leave and shift requests in one click.
At month end the salary register and payslips are built from the attendance and leave already recorded.
Tell us how your team works today, and we will show you how Travinci would fit.