Sales Management

ServiceJDC Sales Management Solutions: https://www.servicejdc.com/en/solutions/role/sales-management.html

ServiceJDC is a one-stop cloud-based field workforce management integration service (SaaS) for enterprises. It is a multi-service model that connects mobile applications with cloud services and consists of a back-end web management platform and a front-end mobile device app. Emphasis on all-around integration, streamlined communication processes, and improved service quality of field staff to create higher operational efficiency for the enterprise!

Task Execution

• Task planning
  • Work arrangement:
    Managers or internal staff can create task information via the website backend, including customer, address, content, category, time, assigned personnel, assigned forms or approvals, etc. Field staff can also add tasks themselves with the mobile app.
     
  • Staff Scheduling:
    In case of urgent cases, managers can quickly check the team's schedule and assign urgent cases to the most suitable personnel.
     
• Mobile operation
  ServiceJDC integrates the functions such as push notifications, task schedule, service history, location punching, work report, photo upload, file attachment, task assignment, customer address book, and customized common vocabulary, so that field staff can work through mobile phones and work efficiently.
   
• Management synchronization
  • Real-time mastery:
    All information reported by the team is synchronized in real-time to help managers keep track of staff and work status.
     
  • Task dashboard:
    Managers can check the status of tasks at any time, such as the percentage of "not started", "in progress" and "completed" cases, or the percentage of stages set by "in progress", such as initial contact, quotation in progress, pending payment, etc.
     
  • Statistical chart:
    Provides completion rate statistics for staff, customers, and task categories, making it easy for supervisors to review staff performance, the progress of each customer, or the completion status of urgent tasks.
    

Customer Management

• Easy management of customer data:
  There is unified record management of all customer lists, regardless of customer service records, problems, or various documents stored in the system, without the hassle of staff leave and handover, ServiceJDC can further build a complete customer database.
   
• Unified management and grading:
   The system provides off-site storage of customer data. In addition, it not only has a complete record of customer information, visit history, and contact, but also can be set up for the organization and project members, each with different browsing privileges to avoid improper information leakage, and manage data easily.
   
• Mobile viewing:
  The cross-platform synchronization operation on the system can greatly save the time for the field staff to find or inquire about customer information, and the contact information of related customers, service records, locations, etc. can be easily viewed through mobile phones.
  

Digital Forms

Employees can apply and sign up anywhere, anytime via mobile phone. The operation process can be carried out quickly and easily to simplify the administrative workflow, eliminating the need for paper consolidation, and making efficient digital work in one go.

Considering the transition period from paper to online forms and the efficiency of front-end user operations, ServiceJDC Forms provides a very in-depth and comprehensive component with 9 benefits and features to help businesses digitize and improve their workflow more quickly and accurately.

• Format setting: presentation of the paper form format. 
• Associated tasks: automatically brought in customer data. 
• Customer inventory: PDF file provides QR Code scan or link.  
• File storage: instantly synchronized and stored in the cloud. 
• Authority control: set permission according to your needs. 
• Online approval: push notification for phones on-demand. 
• Full functionality: provides the flexibility to customize formats. 
• Product queries: check the product information on your phone. 
• Data analysis: forms can be freely pulled for pivot analysis.

Inventory Management

• ServiceJDC Module Function Integration Application
  • Inventory management:
    Create product information and inventory quantity in "custom data maintenance", and then use "schedule manage" to determine the quantity of incoming or outgoing goods of "form” and use the system to add or subtract them automatically.
     
  • Convenient mobile management:
    Field staff can use the mobile app to quickly check information about products or stock quantities, etc.
    
    Inventory Management Application Video: https://youtu.be/tCwyZU5xzUE

Mileage Calculation

• Automatic calculation:
  It could automatically calculate point-to-point mileage data and provides companies with more accurate cost reports. 
   
• Customized fuel rates:
  The rate can be adjusted according to the amount of the fuel price, such as the starting month, single rate, or progressive rate, and is calculated automatically when staff applies for payment.
   
• Easy fee declaration:
  Set up a specialist or individual application, it can be selected in batches on the web/app, and the payment will be sent out after confirming the amount.
   

Business Analysis

• Integrate employee, customer, task, form, equipment, and contract data in ServiceJDC. Edit and set up your forms, charts, and dashboard, scheduling them for delivery to automate reporting, and make your data visible.
  • Comprehensive data integration:
    Consolidate ServiceJDC platform data, including employees, customers, tasks, forms, equipment, and contracts, and easily visualize and analyze data. 
     
  • Flexible and customizable:
    Data integration, data filtering, charts, dashboards, and update times are all editable and can be designed by managers to create the reports your business needs. 
     
  • Real-time data synchronization:
    It supports daily scheduled and manual synchronization of data, allowing managers to have real-time access to information and data for accurate analysis and decision making. 
     
  • Browsing permission control:
    Data editing and dashboard can be set up according to departments, corporate organizations, and project groups to browse permissions to meet the needs of data security. 
     
  • Export in multiple formats:
    The data organizer supports CSV and Excel downloads, the dashboard supports PDF and Excel downloads, and the single chart provides image files, PDF, and xls data files for download. 
     
  • Schedule for sending statements:
    The finished dashboard provides enterprise scheduling to send emails with editable content including execution frequency, time, target, content, format, and conditions.