Service Management with AntMyERP

AntMyERP offers a comprehensive Service CRM Suite that addresses every service aspect of your business.

 

Learn How to Create Service Tickets

 

AntMyERP simplifies service call management by allowing you to log, assign, and track service tickets efficiently.

To log a call, go to Quick Add → Service Ticket. A service form opens where you enter customer details. In the Requester field, select the customer’s name this displays all devices under their branch. If the issue is at another branch, select the correct one. You can also search by serial number to quickly locate a device.

Once the device is added, if an existing ticket already exists for that serial number, the system alerts you. Next, assign the coordinator, who will ensure the ticket is closed either through the engineer or vendor. Then select the assignee, i.e., the engineer attending the call. If the ticket is for a vendor instead, choose the vendor from the dropdown (only available if a visit PO exists).

To save time you can use auto assign. The system activates GPS and locates the nearest engineer within 10 km. If none accept within 3 minutes, it expands the search to 25 km. If still unassigned, the ticket moves to the back office for manual assignment.

Next, select schedule date, due date, priority, and department. Add the source, priority matrix, and define the problem type. Enter any special instructions (e.g., “Visit after 6 PM”) these appear on the engineer’s mobile app. Include the requester’s contact details, reporting tag, and title.

Once saved, a ticket number is generated. You can track all open tickets under Service → Open Service, where details like customer name, serial number, issue, and assigned engineer are listed.

With AntMyERP, logging and managing service calls is quick, transparent, and fully automated.

More related videos on Service Management

 

Go Up