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Service Sector ETI Software From Planability - Modules / Features
Additional Modules / Features (see Standard ETI tab for standard system features
Client Data Capture
A data entry screen is configured for each user company, reflecting the way they want to categorise the incoming data for subsequent analysis and follow-up.
See our Client Data Example
Interactive Calendars
An on-screen view is used to set appointments. With the day/week broken down into appropriate time slots, it is easy to offer times to suit the customer. With these and the visual review, it is simple to monitor all field activities across the business.
See our Interactive Calander
Overview Calendar
This shows the planned service by person or team for planning reviews.
See our Overview Calendar
Messaging
Sending and receiving to and from field personnel.
A data entry screen is configured for each user company, reflecting the way they want to categorise the incoming data for subsequent analysis and follow-up.
See our Client Data Example
Interactive Calendars
An on-screen view is used to set appointments. With the day/week broken down into appropriate time slots, it is easy to offer times to suit the customer. With these and the visual review, it is simple to monitor all field activities across the business.
See our Interactive Calander
Overview Calendar
This shows the planned service by person or team for planning reviews.
See our Overview Calendar
Messaging
Sending and receiving to and from field personnel.
Configured to meet specific needs, the Planability Service system provides links to create understanding and visibility. See "Service Request Message’. This message was generated via Planability ETI, following a client request. This message was collected by email. The same information may be sent to a PDA or other mobile device.
See our Service Request Example
Automatic Folder Structure
While a client is on the phone, enter the basic contract details and Planability ETI automatically creates, names and organises all the folders necessary to manage your project. As more information arrives, drop it into the right place and keep everyone up to speed. One action updates the whole system for everyone, wherever they are.
See our Auto Folder Structure
Remote Connection
Access your Planability system when on the move or at home. For example, you can generate quotations and email them out when you are overseas. This is a highly effective remote desktop.
See our Over Due Example
Management Reports
Standard reports show exceptions such as bottlenecks, overdue tasks and sales/financial projections. Bespoke reports are created as required by each user and data may be exported to a spreadsheet or database for further manipulation.
See our Sample Schedule
See also Standard ETI tab – all these features are available in Service Sector ETI.
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