ABOUT
DOBIZ SERVICE
Run your services business better with DOBIZ. Know your leads and customers, set up subscription plans for your services, build rapport with regular customers using a loyalty program, manage and bill multiple projects, set up maintenance schedules and visits, and much more.
MANAGE YOUR CUSTOMERS
Assign dedicated account managers, Tax IDs, and tax categories for automatic tax calculations. Use different currencies for your overseas customers, and the exchange rates will be calculated automatically. Store multiple contacts, emails, and phone numbers against a customer. Set a credit limit on customers to prevent further sales for customers with a big tab. Set up a loyalty program to build rapport with your customers.
CAMPAIGNS
Customer acquisition can be difficult, especially when you're starting out. With DOBIZ's Campaign feature, you can send emails to multiple leads and manage each thread separately.
SUBSCRIPTION
Set up different subscription plans and assign them to customers. Set a trial period for your subscriptions. Taxes and discounts can also be added to your subscriptions, just like any other regular item. The subscriptions can be repeated at varying intervals, daily, monthly, or once per few years. After the trial, invoices will be generated automatically.
PROJECT MANAGEMENT
Manage internal and external projects efficiently. Bill your customers for the employees you've sent to their site using the Time Sheets feature. Create and track tasks to keep your employees on their toes during important projects. Gantt charts and Kanban boards help you track and visualize tasks for a quick and easy holistic view of your progress.
HELP DESK
Usually, a services company will get more issues than a product company. We understand this, so we've created lots of features to organize and manage incoming issues. With features like 'Append To', issues are automatically created in DOBIZ when customers email issues to a configured email address. Classify issues by leads, projects, or companies. Record quality with information like minutes to first response and service level agreement.
SERVICE LEVEL AGREEMENT
Offering quick and quality resolutions to incoming issues is not easy. That's why we have a Service Level Agreement feature to help you set and adhere to standards and keep your customers happy. With service levels measuring time to respond and resolve, you can set targets and take appropriate actions to make sure customers are satisfied. SLAs can be automatically applied to new incoming issues. Support hours can also be set to properly communicate expectations with your customers.
RECORD WARRANTY CLAIMS
Easily record and manage warranty and annual maintenance contracts for different serialized items sold to customers. With serialized inventory, you can learn exactly which units are in or out of warranty/AMC. For valid claims, set resolution and customer details. If an item is large or installed at the customer's location, this can be handled with the Maintenance Visits feature.
