Streamline Operations with Empress's Maintenance Visit Feature

Guides & Tutorials
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Introduction

Welcome to your guide on the Maintenance Visit feature in Empress. This feature is designed to streamline your business operations by managing and tracking every instance an engineer visits a customer’s premises for maintenance work.

Understanding the Maintenance Visit Feature

A Maintenance Visit in Empress is more than just a log; it’s a comprehensive tool that helps your business keep track of maintenance work, improve customer relationships, and gather valuable insights for operational improvement.

Accessing the Maintenance Visit list is simple:

  1. Navigate to: Home > Support > Maintenance > Maintenance Visit

What You’ll Need Beforehand

Before creating a Maintenance Visit, ensure you have the following:

  • Customer Information: The details of the customer receiving the maintenance visit.
  • Item Information: The specifics of the item that needs maintenance.

How to Create a Maintenance Visit

Creating a Maintenance Visit is a straightforward process:

  1. Go to the Maintenance Visit list and select New.
  2. The system will automatically record the current date and time, but you can edit this if needed.
  3. Choose the Customer receiving the maintenance service.
  4. Define the type of Maintenance: Scheduled, Unscheduled, or Breakdown.
  5. Set the Completion Status to either ‘Partially Completed’ or ‘Fully Completed’.
  6. Identify the Item Code and Serial Number of the item undergoing maintenance.
  7. Input a Description of the maintenance, choose the Sales Person performing the maintenance, and detail the work done.
  8. Finally, hit Save.

Additional Features in Maintenance Visit Creation

  • Customer Feedback: Empress provides a space for recording any feedback given by the customer regarding the Maintenance Visit.
  • The platform will automatically collect the following information from the Customer form:
    • Customer Address
    • Contact Person
    • Territory
    • Customer Group

By consistently documenting each Maintenance Visit, you’ll have a robust record of your maintenance work, enabling you to offer superior service to your customers. The data recorded in these visits also offers insights that can help your business enhance its operations and customer satisfaction levels.

To learn more about Empress and its features, visit our resource center or reach out to our support team. We’re always here to help you make the most of Empress for your business.