Personal data, orders, activities
- Insert customers in the registry with information relating to personal data, identification code, and e-mail address of an internal figure to whom the reporting should be sent
- Create individual activities that can be freely associated with one or more orders from the Back Office
- Organize customers with personal data (contact details, identification code, company contact person)
- Schedule activities and entrust them to each user
- Create activities to adapt to any specific need
- Let managers assign specific tasks to a user or a group and receive a report including photos of the work performed and reporting of the order
- Allow the manager to create different activities and documents for their subordinates to use (product non-compliance, post technical or maintenance intervention report, post commercial or training meeting feedback, etc.)
- Assign fully dynamic tasks asking for photos, geolocation, and document compiling.
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Activities and projects management
- Let users consult their activities from the App
- Help managers schedule activities with a visual calendar with filters by day, week, and month
- Add details fields to each activity with multiple choice, single, and open questions, or photo submission request
- Let managers treat this detailed field as an additional informational box
- Grant managers the chance to associate a final balance section to the activity by requesting information relating to completion, time frame, duration, and any additional note
- Create activity templates users can use to carry out activities not previously planned
- Alert managers with dedicated e-mails relating to uncompleted activities
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Activity reports export and notifications
- Access custom reports by user, team, time frame, customer, job order, and single activity
- Export data, according to the applied filters, in CSV and XLS
- Notify users of new tasks with push notifications
- Alert managers via e-mail when a scheduled activity is not completed in time
- Integrate the module with third-party management software already in use
- Customize and combine data extraction by a single user, team, specific time frame, customer, job order, and single activity
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THE USE OF
The Back Office
- Associate employees and tasks to be performed
- Create an infinite number of activities that can be associated with one or more customers
- Define activity templates that can be used on multiple orders
- Let managers consult the list of scheduled activities of activities/users/customers
- Share data deriving from the use of these functions with other platforms in use in the company, such as CRM or ERP
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THE USE OF TIME SHEET
MyNet’s customers use it to
- Verify the hours spent on a given job versus the budgeted hours
- Keep track of the activities performed by a given user in a specific period
- Monitor the progress of orders
- Make sure that activities are carried out on schedule
- Extrapolate customized reports relating to individual customers, orders and users involved
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