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by ryanchan001 3432 days ago
Thanks and don't worry 1 bit! I love this conversation and the insightful questions you are asking.

1 - Email blast! And it depends on the type of company. If you are a property management company with lots of employees you're right a lot of people won't use it. Then UpKeep becomes a more internally facing tool for admins to enter in requests and dispatch jobs out. BUT if you are a maintenance heavy company (industrial, manufacturing, etc) you are used to submitting work requests and tickets in every single day.

1b - Yes! So basically the requester normally has the most information. If they can take a picture and send it in with the work order, it is soooo much more descriptive and helpful to the admin user. They can also call it in, and UpKeep works in both ways. But it adds additional overhead to the admin users to be manning the phones at all times.

At the end of the day, UpKeep works in both scenarios and it really depends on the workflow of the company! :)

1 comments

If someone calls, you can pretend to be a requestor submit a service request on the caller's behalf using his/her e-mail and phone you ask over the phone.

The confirmation e-mail can reinforce:

1) check request status online 2) create new requests online

Customers that prefer to call will continue to call, but those that prefer the portal will save you time and submit online.

When the business is closed, customer can submit non-emergencies online as well.