SELL SERVICES EFFICIENTLY

WITH BIZONE - SERVICE

Run your services business better with BizOne. Know your leads and customers, set
up subscription plans for your services, build rapport with regular customers using
a loyalty program, manage and bill multiple projects, set up maintenance
schedules and visits, and much more.

Manage your customers

Assign dedicated account managers,
Tax IDs, and tax categories for automatic
tax calculations. Use different currencies
for your overseas customers, and the
exchange rates will be calculated
automatically.

Store multiple contacts, emails, and

phone numbers against a customer. Set
a credit limit on customers to prevent
further sales for customers with a big tab.
Set up a loyalty program to build rapport
with your customers.
 Campaigns
Customer
acquisition can be
difficult, especially
when you're
starting out. With
BizOne's
Campaign feature,
you can send
emails to multiple
leads and manage
each thread
separately.

Subscription
Set up different
subscription plans and
assign them to
customers. Set a trial
period for your
subscriptions. Taxes
and discounts can also
be added to your
subscriptions, just like
any other regular item.
The subscriptions can
be repeated at
varying intervals, daily,
monthly, or once per
few years. After the
trial, invoices will be
generated
automatically.
 Project management
Manage internal and
external projects
efficiently. Bill your
customers for the
employees you've sent
to their site using the
Time Sheets feature.
Create and track tasks
to keep your employees
on their toes during
important projects.

Gantt charts and Kanban boards help you track and visualize tasks for a quick
and easy holistic view of your progress.

Help desk
Usually, a services
company will get more
issues than a product
company. We
understand this, so
we've created lots of
features to organize
and manage incoming
issues.

With features like

'Append To', issues are
automatically created in BizOne when customers email issues to a configured
email address. Classify issues by leads, projects, or companies. Record quality with
information like minutes to first response and service level agreement.
 Service level agreement
Offering quick and
quality resolutions to
incoming issues is not
easy. That's why we have
a Service Level
Agreement feature to
help you set and adhere
to standards and keep
your customers happy.

With service levels

measuring time to
respond and resolve, you can set targets and take appropriate actions to make
sure customers are satisfied. SLAs can be automatically applied to new incoming
issues. Support hours can also be set to properly communicate expectations with
your customers.

Record warranty claims

Easily record and
manage warranty and
annual maintenance
contracts for different
serialized items sold to
customers. With serialized
inventory, you can learn
exactly which units are in
or out of warranty/AMC.

For valid claims, set

resolution and customer details. If an item is large or installed at the customer's
location, this can be handled with the Maintenance Visits feature.
 Maintenance visit
When an item cannot be brought to your
center, or you need to service it at the
customer's site, maintenance visits are
absolutely necessary. Record the progress
of the visits, scheduled or unscheduled.
Record the person performing the visit and
the work done.

Maintenance schedule
With an annual maintenance
contract, regular maintenance
visits are required to keep the
service up and running at the
customers' end. Record these
visits easily with maintenance
schedules. With predefined
periods, the schedule can be
generated automatically.

Billing and pricing

Handle your customer
subscription billing lifecycle
from end to end. Invoice
your customers and chase
receivable payments easily,
with payment requests and
notifications via email or
SMS reminders.