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27.02.2021

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Service Report 4.0

Smart Template Service Report

New Smart Template in trustkey: Service Report

With the service report, service activities and times can be planned, provided and documented.

Service management has become an integral part of many companies’ operations to ensure the best possible support for customers after they have purchased a product. In trustkey, templates can be transferred to smart web programs.  Via our library, we provide pre-configured templates for instructions, forms, lists, etc. that are frequently used in the business environment in order to be able to collaborate productively even faster.

Specification and verification documents are often controlled via a certified management system (quality, environment, safety, etc.). With trustkey, all of this can be integrated together without having to tackle each individual topic with a specific – complex – software solution. trustkey is already productive with the first template and adapts to the business requirements.

SERVICE MANAGEMENT

Smart Template: Service Report 4.0

Service Report Screenshot

You can simply load the template into action pack templates using the “Start from library” function. There you can then adapt it individually to your needs, publish and use it.

The project progress report in trustkey takes off many things

  1. Automatic assignment of the document number for unique identification
  2. Confirmation of edited components (no more annoying N/A necessary!)
  3. Show progress of editing
  4. Ensure that all mandatory fields are processed
  5. Ensure that the correct content is entered
  6. Save and continue working later
  7. Automatic archiving for later access in a secure location
  8. Share content with team members (with or without editing)
  9. Request approvals and document them automatically
  10. Automatically create pdf report with company logo
  11. And much more.

Contents of the pre-built, customizable project progress report

Description

Field

Service order main data

Abschnittsüberschrift

Section-Header

Customer

Text-Eingabefeld

Text Input

Order number

Text-Eingabefeld

Text Input

Product

Optionsgruppe

Option Group (here: to the product selection for service)

Time recording

Abschnittsüberschrift

Section-Header

Recording of working/waiting/travel time

Timer

Timer

Summary and images

trustkey Komponente: Text-Editor

Text Editor

Activities performed

trustkey Komponente: Liste

List

Material / spare parts

trustkey Komponente: Liste

List

Confirmation of service employee

Kontrollkästchen

Checkbox

Acceptance

Abschnittsüberschrift

Section-Header

The acceptance of the repair work

Optionsgruppe

Option Group (here: is hereby declared / takes place at a later date)

 

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