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

Manual creation & adjustment of service cases

Granting access to customers

Manual creation of service cases by customers

INDIVIDUAL CATEGORIES & STATUS

Subdivision of service cases into separate categories & statuses

Determination of the impact of individual statuses

Assign Service Cases

Assignment of your service cases to case handlers and coordinators from case handlers and case handler groups

SEND EMAILS

Assigning service cases to customers & contact persons

Feedback from the service portal via email to your customer

PRIORITIES AND DEADLINES

Prioritization & scheduling of service cases

Colour coding of priorities in the overview for clear identification

Selection and filtering

Umfangreiche Selektion der Servicefälle (z.B. auf bestimmte Sachbearbeiter, Kunden und Status)

Creation of a default selection for identifying important service cases

Zusätzliche Filterung innerhalb einer Selektion

upload data

Uploading documents and images in service cases

Downloading uploaded files by customers

Automatic uploading of attachments to emails sent to customers

Email notifications for status changes

When customers respond to service cases

For internal comments from employees

Internal communication

Forwarding information about service requests to colleagues

Send offers

Sending quotations 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

Tracking from customer communications, internal communications and protocols regarding changes and feedback