Service

Success comes easy when your customers needs are met. Deliver and manage quality customer services with PlanMill.

Whether managing IT, marketing, consulting or accounting services, your customers are sending you email, calling you, filling in forms on your website or asking you questions in social media. Are all of these in various inboxes or post-it notes? 

Use service requests as the centralized repository of all your customers' needs and wants (billable or non-billable, internal or external). Monitor who is performing each request, what status is it in and what has been discussed internally around it.

Track billable and non-billable service hours. Time and expense reporting are done directly. The audit trail  — from order to invoicing and profitability calculations  — are monitored even on individual service request level.

Make the most of it and  use our Email Capture add-on to automatically create requests from emails. Emails are automatically stored to requests to keep track of services. New emails about an existing request are identified with ID or subject and stored under the existing request.

 

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