Need help with Assets
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Need help understanding how to use the asset part of the program I guess my confusion is I’m not sure what it is used for and then how to make it work any help would be greatly appreciated. I understand when a customer comes in and we make a new ticket for that job that we add the device information to the ticket. What I don’t understand is what is the asset part do. I’m thinking if you could put in their asset information then the next time they need work done the asset information would automatically go into the device part of the ticket. But I’m seeing that seem not to be the case. So again please help me understand what it does do. Thanks
The asset details tab is used for your reference – the info you put is also incorporated into the Service report so for example if you add RAM / OS and a customer calls for an upgrade you can quickly see what they have? I’d admit, in my own shop we largely do not use this – only is we create a new custom build and wanted to add the spec / warranty expiry date etc.
(There will be an announcement soon for a brand new tool which largely replaces the Asset Details tab but will allow you to install a small client.exe file on every machine you bring in for repair and monitor your customers machine remotely – all the asset details will be visible through this tool and maybe there will be a link into CRS also to auto-populate Asset details…. stay tuned for this!)
Here’s a quick preview of what the customer see’s on their computer:
Paul, I think the new feature is going to be a great upgrade to CRS. It looks like it is going to work like Kabuto from www.repairtechsolutions.com which does work but being integrated within CRS will be a plus. No more third-party software package. I love seeing new features added. If you use beta testers please add me to the list. Also, do you any updates on the SMS error messages I receive when sending them out. I do know the customers are receiving them I just get that SMS failed error message every time. Thanks for all your work you do it must be hard to run two storefronts and work on CRS also I do appreciate all you do.
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