Creating a Service Call

Objective

After completing this lesson, you will be able to create and manage a service call to initiate the service process.

The Service Call

A customer purchased a mobile phone from OEC Computers. Three months after their purchase, they call the OEC Computers service line and report an incident with the mobile phone. Brad, a customer service representative, creates a service call. From the service call, OEC Computers can:

  • Manage activities
  • Document actions
  • Handle repairs
  • Link and create invoices or goods movements for service parts
  • Search for solutions
  • Keep track of the service call history
Service call components – General, BP, Solutions & Resolution, Related Documents, History, and Scheduling.

How to Create and Handle a Service Call

In this video, Brad and Donna, two customer service representatives, will show you how they create a new service call and handle the customer complaint.

Summary

The service process involves:

  • Creating a new service call from the Service tab by selecting the customer and entering service details.
  • Assigning the call to the appropriate representative or queue, and updating status as actions are taken.
  • Documenting solutions, repairs, and related expenses directly in the service call record.
  • Tracking and resolving service calls using list views and filters to monitor progress and closure.