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.
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
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
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
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