1. Setting-up the WCTrackers Web Application - Adding Inventory, Customer Data, and Employees
In this video, learn how to set up the WCTrackers web application. We’ll guide you through the initial configuration process, ensuring you have everything in place to start managing your inventory, rentals, and services efficiently.
2. Processing Customer Request
Learn how to process customer order requests efficiently in this video. We’ll cover checking product availability and the steps to escalate requests when necessary, ensuring smooth and effective customer service management.
3. End to End Escalation Process
Escalations address cases where orders cannot be fulfilled due to the lack of available inventory. In such situations, items may need to be either purchased from suppliers or borrowed from other sources to meet customer rental request, which is a decision needed from the company owner.
4. Schedule of Service Events
In this video, learn how to schedule client services to be performed by your personnel. We’ll guide you through the steps to organize and manage service events effectively, ensuring timely and efficient service delivery.
5. Invoices
In this video, see how invoices work in WCTrackers. We’ll demonstrate the process of creating, managing, and tracking invoices, helping you streamline your billing and payment workflows.
6. Tracking Services with The Mobile App
Use the WCTrackers companion mobile app to help your delivery and maintenance personnel track services to be rendered to your clients. This video demonstrates how to efficiently use the mobile app for managing and updating service tasks on the go.