Keep complete control over all customer service requests
bertaplus Service portal
Boost your efficiency with our integrated service portal, optimizing your service processes.
RECEIVE INQUIRIES VIA EMAIL
Automatically import service requests as service cases
Register service cases
Manuelle Anlegung & Anpassung von Servicefällen
Manual creation & adjustment of service cases
Granting access to customers
Manual creation of customer service cases
Manuelle Anlegung von Servicefällen von Kunden
INDIVIDUAL CATEGORIES & STATUS
Unterteilung von Servicefällen in eigenen Kategorien & Status
Dividing Service Cases into Their Own Categories & Statuses
Determining the Impact of Individual Statuses
Assign Service Cases
Assignment of your service cases to processors and coordinators from the clerks and clerk groups
SEND EMAILS
Assignment of service cases to customers & contact persons Feedback from the service portal by e-mail to your customer.
PRIORITIES AND DEADLINES
Prioritization & scheduling of service cases
Color marking of priorities in the overview for clear identification
Prioritization & scheduling of service cases
Color marking of priorities in the overview for clear identification
Selection and filtering
Extensive selection of service cases, e.g. On specific clerks, customers, and statuses. Creation of a default selection for the detection of important service cases. Additional filtering within a selection
upload data
Upload documents and images in service cases. Download uploaded files by customers Automatically upload attachments when emailing customers
Email notifications for status changes
Receive emails from the service portal in response to customer responses to service cases & internal comments from employees
Internal communication
Forwarding information about service requests to colleagues
Send offers
Sending of offers for the requested service directly from the service case Creation of repair orders directly from the service case
History can be viewed at any time
Retrieval of completed service cases Understanding of the service case from customer communication, internal communication and logs of changes and feedback