[Vtigercrm-commits] [vtiger development] #6279: Enhancement: Work orders for service based companies.

[vtiger development]

#6279: Enhancement: Work orders for service based companies.
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 Reporter:  anthony                                            |       Owner:  developer
     Type:  enhancement                                        |      Status:  new      
 Priority:  unassigned                                         |   Milestone:  5.2.0    
Component:  vtigercrm                                          |     Version:  5.1.0    
 Keywords:  workorders work streamline jobs tasks todo events  |  
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 The CRM currently lacks a way to assign jobs to employees who do not need
 to access the CRM. Such as a person who schedules jobs, to have the
 ability to print out work orders to give to service employees who go
 onsite to clients locations to do work.

 ---

 Basically the way alot of service companies work who provide onsite
 technicians is like this:

 1. The technician comes to the work place in the morning, and is assigned
 work to do throughout the day at different client locations.

 2. Most companies provide him with a sheet of paper called Workorders, for
 each individual client. Each Workorder contains:
 - Client contact information.
 - Tasks that need to be completed that day at the clients location.
 - Small area where employee can write additional notes(Which are entered
 into the system later)
 - Area for client signature, to prove the client was at the location and
 to approve everything on the list was completed.

 3. At the end of the day, the Workorders are turned in at a drop box or
 directly to a manager. The manager signs off to show the Workorder has
 been completed and approved by the client.

 4. At this point, any additional notes the Employer wrote in the work
 order such as additional work that needs to be addressed by a higher level
 technician, or other comments are inserted back into the CRM.

 - For example lets say i go to a clients location to install a video card
 into their computer. During this time, I notice that their computer runs
 slow or has viruses. Since management only allocated time to work on the
 video card, I'll put a note in the workorder about the issue so management
 can have either me or someone else come back at a later date to work on
 the viruses.

 5. Now based on the notes that was inserted into the CRM from the
 Workorder, management can create a new set of "Todos" and assigned them to
 a technician who can generate a Workorder the next day.

 6. And the cycle continues Smile.

 This helps prevent needing the employee to return to the office after
 completing work at a clients location, to pick up more work, and repeat.
 With Workorders he gets everything in the morning, and doesn't need to
 return back to the office until the end of the day. Thus saving gas and
 time.
 ---

 - http://forums.vtiger.com/viewtopic.php?t=25987

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Ticket URL: <http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/6279>
vtiger development <http://trac.vtiger.com/>
vtigerCRM