Businesses, contacts and locations
Shared customer records and related cases. Access is defined by business and location.
The customer submits a request. Sales sees the context. The technician can work from the device record, and accounting receives checked information.
We're preparing the first deployments. We'll configure the scope and integrations around your business processes.
From a device fault to invoice-ready information
Records are connected. Each employee sees data according to their role.
* A fictional example of a planned workflow, without any specific customer's data.
We'll start with one complete workflow. Further parts are added according to your needs and verified integrations.
Shared customer records and related cases. Access is defined by business and location.
A catalogue, agreed prices and orders linked to the business customer.
Technician assignment, job status, parts used and information for an approved service report.
Its location, service cases and related records in one place.
Transfer of approved items and a view of the outcome. Accounting documents stay in the accounting system.
The responsible person sees pending cases, missing information and integration errors.
Permissions are set by responsibility, business customer and location.
Their own devices, orders, requests and shared documents.
Incoming requests, work assignments and cases that need a next step.
Assigned jobs, information needed for the visit and work recording, including on mobile.
We'll configure the name, appearance, modules and workflows for each deployment. The customer portal can use your brand with a powered by Svenity credit.
Before launch, we'll agree on access rights, backups, system administration and how data is handed over.
We'll check integration options for your specific software version. First, we'll prepare a test case and verify data transfer and outcome checks.
Support for a specific accounting system will be confirmed during deployment planning. Module availability and delivery dates will form part of the agreed scope.
Tell us how you currently connect orders, customers and service.
For a standalone integration or an improvement to a single process, see our automation solutions. All Svenity services are available on the home page.