If you have Service module permissions, you can generate project-wide QR codes, or item-specific QR codes that allow your clients to seamlessly open a service ticket.
Here is what your clients will see on their end when they scan a code.
Scanning an Individual Product QR Code:
After scanning a product QR code with their mobile phone, the client will see the item details, and your company's contact info. They will also see a a button where they can Request Service:
Scanning a Project-Level QR Code:
When your client scans a Project QR Code, this is what they will see:
Please note that your project needs to be in the "Completed" stage for this "Request Service" button to appear. Only Completed projects are active in the Service module.
Request Service Form
When your client clicks "Request Service," they will see a form where they can enter a brief service description of the problem, along with their contact information.
Here is an example of the end-user information input window seen on a mobile device:
When they fill out this form and click "Open Service Case", the end-user will receive a message that says, "A service representative from [Company Name] will contact you for verification and scheduling."
Following Up on an Open Service Case
This request will show up in your team's Service case queue in Jetbuilt. You can then view their service request, verify details, and schedule an appointment.
You will see this case listed in your Unscheduled Case List with a Description, "End User Submitted - Follow Up" in bold red, with a Service Status of "Pending".
This will alert your Service Case creator that this case requires follow-up to verify the issue, assign a technician to perform service, and schedule.
Hope this helps! If you'd like more information about creating service tickets for your clients within your Jetbuilt account (no Stock module required), head over here.
If you have any other questions, please reach out to us in Support Chat 🙂