Customer service that works – from order receipt to billing.

From the initial inquiry to the final invoice, with us, everything works hand in hand. The complete customer service process is mapped out in digital form: orders are received centrally and in a structured manner, resource planning is smart and flexible. On site, mobile order processing ensures efficiency and transparency – including direct feedback into the system. And in the end? Fast, traceable billing that leaves no questions unanswered.

Order entry – as flexible as your customers

Our order entry system adapts perfectly to your customers' working methods: whether the appointment request is received by phone or email, the order is immediately entered into the schedule. It is even easier via our customer platform: here, your customers enter appointments directly online, and the orders are created automatically. The wNotify App also makes things easy on site: your technician enters the desired appointment directly and the order is immediately available in the ERP system.

Resource planning – transparent and coordinated

Orders from the ERP system are optimally distributed among your technicians, taking into account capacities, qualifications, and priorities. Map views and GPS data allow you to keep track of locations and deployment sites at all times. Absences such as vacations or training courses are automatically incorporated into the planning. Each technician receives an individual deployment overview and reports back digitally on the processing status. Thanks to a direct ERP connection, the entire order processing runs seamlessly and is mobile.

Order processing – fast, digital, efficient

Your technicians record all job data digitally – from working and travel times to kilometers driven and items installed. Interfaces to manufacturer programs enable items to be conveniently transferred directly to the order. At the end of the day, the technician creates a complete daily statement with just a few clicks. After being checked by the operations manager, the data is immediately used for billing and automatically transferred to the payroll program – error-free and efficient.

Billing – automated and updated daily

Our software generates invoices fully automatically via defined billing cycles. Standard cases are billed reliably in the background – without manual effort and based on individually definable parameters. For customer- or order-specific requirements, manual checks can be carried out at any time – in a targeted, traceable and transparent manner. Follow-up work such as warranty or goodwill claims can also be mapped efficiently – supported digitally or manually, always along with complete documentation.

We offer a particularly efficient solution for recurring inspections: orders are created automatically after coordination via the “Inspection Dates” portal – quickly, precisely,and without additional effort. Configurable recording and printing options are available for time-saving and transparent documentation of inspection work.

Contact

Personal. Direct. On an equal footing. We are looking forward to you!

Manfred Kaiser

IT Business Solutions

manfred.kaiser@ubh.de

Michael Kaiser

IT Business Solutions

michael.kaiser@ubh.de