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现场服务

当工作发生在外场时,协调技术人员和工单便成为运营的核心。现场服务让你安排工单、为每个工单派遣合适的技术人员,并在调度看板上追踪一切:谁在路上、谁正在服务、还有哪些待分配。这样一来,外场团队的日程不再散落在消息群里,而是有了一个统一、可见的地方。

  • 为工单安排日期和负责人。
  • 为每次服务派遣合适的技术人员。
  • 一块调度看板,一览谁在何时前往何处。
  • A field job opened straight from the ticket: property and technician chosen in the conversation, equipment suggested by the asset's serial number, and a visit booked from the console shows up on dispatch.
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在 Sellio 中免费,你只需为机器付费

Field service is included.You try everything free for 14 days; after that, the feature follows the per-user plan you choose.

优势

井然有序的外场

有了调度看板,技术人员的日程离开消息群,有了一个可见的地方。

准时服务

在日程一目了然的情况下派遣合适的技术人员,减少延误和漏访。

完整的历史记录

每个工单都与客户绑定,下一次服务便可带着全部背景信息开始。

为什么选择 Sellio
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一块中央调度看板:整个外场运营尽在一处。

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从排程到服务:工单全程跟随技术人员直至结束。

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与客户绑定:每个工单都保留在受服务客户的历史记录中。

外场运营尽在一块看板

无需再靠消息和电子表格协调技术人员,你可以在调度看板上看到一切:当天的工单、谁被分配、还剩什么。外场日程变得清晰,团队也确切知道该去哪里。

合适的技术人员对应合适的工单

你在考虑技术人员日程的前提下,把每个工单派给合适的专业人员。服务井然有序,客户会收到通知,工单历史也记录在 CRM 中。

From ticket to field job, without leaving the conversation

With the field service vertical on, the agent opens the work order from inside the ticket: picks the customer's property (the visit address, which the ticket does not know) and the technician, and the ticket's subject, description and priority become the job's problem and urgency. If the ticket has an asset with a serial number, the property's equipment with the same serial is suggested, and the screen says it was matched by serial; a serial that matches more than one unit is never guessed. A visit booked from the console lands on the dispatch board, with a visit number and an arrival window, and a draft job moves to scheduled so dispatch can see it; an optional reminder goes on the calendar for the visit date. The way back is live: inside the ticket, the agent sees the work phase in one word (scheduled, in the field, waiting, done, not completed, canceled), the next visit, the technician and an overdue warning when the window has started and nobody has left, without opening the dispatch screen. When the field completes, cannot complete or cancels, the ticket owner gets a notice in their language with a link to the case; every other change stays visible without interrupting anyone. The ticket never closes on its own: confirming with the customer and resolving is a person's decision. Two simultaneous clicks do not open two jobs, and a job the technician already opened in the vertical can be linked to the ticket that came in later.

工作原理
  1. 1

    根据客户请求创建工单。

  2. 2

    安排日期并挑选负责的技术人员。

  3. 3

    从看板派遣并追踪进度。

  4. 4

    关闭工单,历史记录留存在客户处。

应用场景

一次已排程的安装

你创建工单,挑选日程空闲的技术人员并派遣,一切都在当天的看板上一目了然。

一次维护请求

客户的请求变成工单,被派给合适的技术人员,客户也会收到时间通知。

常见问题
我能查看每位技术人员的日程吗?

可以,调度看板将整个外场运营集中在一处,显示谁已分配、还有什么待处理。

工单会与客户保持绑定吗?

会的,每个工单都保留在受服务客户的历史记录中。

我如何安排工单?

你为工单设定日期和负责人,它便会出现在调度看板上。

派遣给合适的技术人员是如何运作的?

你在考虑技术人员日程的前提下,把每个工单派给可用性合适的人。

我在哪里追踪谁在路上、谁仍未分配?

在调度看板上,它会显示谁在路上、谁正在服务、还有什么仍未分配。

这能取代靠消息群协调技术人员吗?

可以,它用一块可见的看板取代靠消息和电子表格的协调方式。

客户会收到预约时间的通知吗?

会的,当技术人员被派遣时,客户会收到通知。

工单历史对下一次上门有帮助吗?

有帮助,每个工单都与客户关联,下一次上门便可带着全部背景信息开始。

Can I try it for free?

Yes. Every new account gets 14 days of full access, no card. After that, features follow the per-user plan you choose; the full matrix is on the Plans page.

Does the ticket close on its own when the visit ends?

No. When the technician completes, cannot complete or cancels, the ticket owner is notified and sees the phase inside the case, but confirming with the customer and resolving remains the agent's decision.

免费试用

免费创建账户
现场服务 · Sellio