Complete ERP Solution for Service Industry with CRM, Project Management, Inventory, Warehouse, Accounts, etc. Manage your after sales service very efficiently.

1. “DigiServe” - Service Automation
Application Overview

2. OVERVIEW
Custom developed automation software for service industry. Application provides complete
environment to track work order status at all levels.
• Manage orders received from Client
– New Installations
– Repairs / Service
– Inspection for Warranty / Extended Warranty
• Assign work order to respective Franchisee based on the Pin Codes, Service Skills, etc.
• Franchisee in turn assign work order to respective Technician
• Technician Schedule a visit with Customer site and update work status in Android mobile
application
• Technician make inspection and suggest if any additional component required
• Updates component requirement at mobile application (with component picture at site) and
seek quotation from back-office team
• Quotation will be then converted to Invoice for Customer from Back-office team
• Technician executes work order and update status.
• Customer is notified to pay service charges online (if any)
• Technician updates payment method and settle at Franchisee office if cash is collected
• Master Client is then notified completion of the work

3. GENERAL FEATURES
• Admin Features
• Internal Messaging & Notification
• Contact Management
• Calendar / Reminders
• Lead Management / CRM
• Inventory / Product Management
• Warehouse Management
• Purchase Management
• Sales Management
• Invoice Management
• Project Management

4. ADMIN FEATURES
• Setting up organization with own branding
• User & Roll Management
• Employee Management
• Timesheet Management

10. HUMAN RESOURCES
• Employee Management
• Department and Roll Management
• Leave Management
• Timesheet Management
• Attendances
• Appraisal Management
• Recruitment Management

22. INTERNAL MESSAGING
• Engage conversation between colleagues, managers, and all
levels in your organization. Get an overview of the topics
being discussed and all the new messages.
• Start a discussion with public channels and allow any
employee to join the conversation.
• Create private channels to invite only a selected group of
people.
• Categorize the way notifications are sent to minimize mailbox
pollution while making sure important messages get through.

24. CONTACT MANAGEMENT
• Manage all your contacts from leads to customers, suppliers and partners
• Allows to set several job positions in different companies per contact
• Keep track of all interactions with your business contacts
• Use powerful filters to sort the data you need. Group your contacts by any
relevant field, whether the country, the activity of the company or the
salesperson in charge of the account.
• From your suppliers to your end-users, access all your request for
quotations, sales orders and purchase orders in a few clicks. See the
complete history of each customer, including the total invoiced and
overdue.

33. CALENDAR
• Organize a team meeting that involves single or multiple people. It's useful
to have a single agenda with the details of all meetings - not only yours,
but also those of your colleagues, partners and other people that you
meet with on a regular basis.
• You can then follow yours and others' meetings, invite people to join and
have an overview of the agenda. Everything is visible in a single view and
only invited people have access to the information. You can follow people
you usually meet so that you can plan your common meetings for the
most suitable time.
• You can see their responses directly in the meeting details and keep track
of who has accepted (green), who has declined (red) and who hasn't
answered yet (grey).

36. CRM
• Capture Leads
• Track leads, close
opportunities
and get accurate forecasts.
• Get accurate insights you need
• Organizes customer data in a
centralized location.
• Track Follow-ups
• Calendar/reminders
• Real Time Overview: Track
Sales Status
• Real-time messaging to
enhance collaboration
• See when a colleague logs a
call or send a quote

46. INVENTORY MANAGEMENT
• Get the most efficient stocking method and improve all your internal operations. Track every
stock move from purchase to warehouse bin to sales order.
• Trace lots or serials upstream or downstream from anywhere in your supply chain.
• Use cutting-edge automation and advanced routes to manage any warehouse.
• Warehouse location management (It can be dedicated location for warehouse OR can be
Franchisee location)
• Each Warehouse will have multiple Bins Locations and Each Bin will have multiple Racks
• Materials arriving to Warehouse will be stacked in labele’d racks under their respective Bins
• Capture BOM / GRN Details in ERP Solution
• Generate Bar Codes
• Quality check at site
• Return / Damage Management and Reversal of Billing and Inventory
• Manage material issues / consumption from all warehouses
– Manage stock numbers based on the issues
– Manage Internal transfers from warehouse to warehouse

55. PURCHASES
A fast user interface designed for modern inventory management.
• Configure each to product to send out Requests for Quotations to each of your suppliers.
• Send RfQs by email directly from the app or print and send them by post, all in just one click.
• Send out RfQs for multiple products at the same time.
• Save time by setting up rules to automatically send RfQs to your suppliers based on your stocks levels.
• Keep track of the status of your quotes and orders, of the amount of the orders and the expected delivery date. No more
generation of draft PO. Auto-complete when generating a draft invoice.
• Set up procurement rules to automatically order the necessary items based on stock levels, minimum quantities per location
or per supplier, sales, or other parameters.
• Keep track of your stock and determine quantity and locations for each batch of items you receive.
• Design drafts of invoices which you can easily modify or cancel later.
• Handle internal moves
• Control future orders
• Check stock and availability
• Add supplier reference
• Specify storage location
• Define procurement rules
• Include accounting rules
• Use predefined dashboards or build your own with the advanced reporting engine Share filters with the team.

65. SALES MANAGEMENT
All the information you need, where you need it with a fast and intuitive user interface designed for salespeople. Send quotes in a
just a few clicks. Convert quotes to sales orders and invoices from the same screen.
• Quotation Builder
• Quotation Template
• Upselling
• Manage Sales Orders
• Manage Invoicing from Sales Orders
• Manage Contracts
• Maintain Product Variants
• Manage Pricelists
• Manage Discounts
• Manage Product Types
• Order & Invoicing Analysis

73. ACCOUNTING
• Create sharp and professional invoices, manage recurring
billings, and easily track payments.
• Control supplier invoices and get a clear forecast of your
future bills to pay.
• Send reminders to your debtors in just a few clicks. Simply set-
up and automate follow-ups to get paid more quickly.
• Easily create your earnings report, balance sheet or cash flow
statements.
• Manage Receivables from Client & Customers

79. PROJECT MANAGEMENT
• Simplify your processes and enhance employees collaboration. Schedule your
teams across projects. Plan ahead for upcoming projects with forecasts based on
comparable projects and estimate deadlines more accurately. Compare forecasts
with real timesheets for increased profitability.
• Create customized stages for each project to simplify your workflow overview and
increase overall project efficiency.
• Add quick notes or attach files to any task and stay connected to your team. Forget
endless follow-up meetings to keep track of projects.
• Create graph views to analyze your data utilizing a powerful search tool, filter and
grouping functions, and a variety of unique visual interfaces to help you track and
maintain your projects from any level.

80. Data Entry Module for Call Centre Executive

81. Green button : Mark it green if the call is flawless
Red button : Represents call is difficult to handle

82. Star button : Favourite
This call will be marked as important and stands on
top of the list.

83. Call Title : This is the replica of Complaint ID.
However, user can change OR add additional
information to access this call easily.

84. Complaint Date & Time : This information captured automatically. However,
only admin can edit this information.

85. Project Name: This is the information about end client who has provided this
call.

86. Customer Name : Complete customer details to be entered by Call Centre
Executive if it is for the first time. Advanced dropdown enables to capture
appropriate customer details from the history with all details from second time.
Do not enter suffix like Mr., Mrs., Miss., etc.
Keep it very simple with First Name and Second Name.

87. Product Name: All products belongs to selected customer will be displayed in
the dropdown menu to save data entry time.
If the customer is complaining first time for the product, user should create a
product in fill information shown in the next slide.

88. You can also add pictures in the attachment section.

89. Call Stage :
• Pending
• Completed
Tags : Tags are very useful field as you can mention additional information
about the product and search them from advanced search tool.

90. Timesheet : Track your working time
Choose to log your activities at the beginning of the day, on the fly or after your
work is done.
Select your recurring tasks in one click to add them to your activities of the day.
Work faster by setting up a default project and minimal duration.

91. Description
Capture any additional information about customer / product for better
understanding of the complaint on site.
Internal References:
Customer Ref. ID : To map customer ID from their ERP application
Complaint Ref. ID : To map complaint ID from their ERP application

92. Work Allocation / Assignment
Manual : Calls are assigned to the person who is creating this call. Later it can
be assigned manually to any other user.
Auto Assignment : Reads customer zip code and assigned it to the user having
responsible for this zip code. You can add zip codes users while creating “Portal
User”.

93. TechnicianModule