Step by step
- Open Jobs & planning › Automation and scroll to Requests from customers (N), or press See requests on the card A customer sends a request from their portal.
- Each request shows the customer, the machine, when, and any note.
- Send the toner (record it in Toner to send if the printer is monitored).
- Press Done. The message says Marked as done.
The email to the office
The office copy address and your reply-to (or main) email get Toner request: <make model> (<customer>) with a reminder to record it as sent in SubClik › Automation › Toner to send.
Works together with
- Toner to send: record toner sent and email the customerSee toners expected to run out in the next 3 weeks, record what you sent, and optionally send the customer a toner is on its way email.
- The customer portalYour customers sign in to see their machines per site (status, toner, last readings), their service calls with the engineer's visit, the toner sent and their invoices. They can send meter readings, report a fault with a photo, order toner and pay online.
- Customer portal: order tonerA customer orders toner for a machine and sees what was ordered and sent. The office is emailed and the request waits in Automation until it is handled.
- The bell: what needs attentionThe bell at the top of every office page counts what is waiting for the office right now: jobs to approve, jobs with no engineer, missed SLAs, toner to send, readings to check, offline agents, customer requests and, for owners and admins, jobs to invoice, overdue invoices and contracts in their notice period.