After Sales

Booking In

Job History

Job Status

Jobs can be created easily either by adding a new customer or if the customer has already traded with the business in the past their details and machine can be searched for at the touch of a button. Job history can be easily accessed for reference and a PDF of these jobs can be called up on screen or printed out. The 'at a glance' feature of the workshop repairs combined with the easy to use search function means that job status' can be looked up immediately

Estimates

Reserving parts

Comprehensive workflow

Excalibur's after sales function is designed to generate estimates before reserving parts for a job meaning pricing can be double checked and keeping contact with the customer. Excalibur allows users to allocate certain parts to a job meaning pricing can be double checked and keeping contact with the customer. The 'steps' that a job goes through are quite numerous which allows the business to see the status of a job. It also allows the business to see for example how many jobs are awaiting parts or are ready to be delivered etc.

Priority jobs

For the customers who are considered high priority you can easily prioritise the jobs using the handy traffic light system. This will move the job to the front of the queue.