PENTA Learning Center is an evolving tool. Additional content is added as soon as it is available.
Customer Future Opportunities
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
Additional Content
- N/A
Location:
- Service Management > Scheduling > Customer Future Opportunities
Video:
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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.