Overview:
The Customer Future Opportunities window can be utilized to record potential/additional maintenance opportunities that technicians discovered while servicing a customer site. Future Opportunities can be logged by Mobile Field Service Technicians in the field via the Mobile Field Service application, or, via the Customer Future Opportunities window within PENTA. Future Opportunities can be managed by customer, location, and equipment. The training video below walks through how Customer Future Opportunities can be managed within the PENTA window.
Benefits:
- Track potential/additional maintenance opportunities that can lead to additional sales/service
- Once opportunities are logged, they can be managed via the PENTA Workbench
- Technicians can create Future Opportunities from the field
Roles:
- Service Technician
- Service Coordinator
...
- Service Management > Scheduling > Customer Future Opportunities
Video:
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