Step by step
- On the machine's card the customer presses Order toner, or on Toner chooses the Machine and, if they like, Which colours?, then Order toner.
- They see Thanks. Toner ordered. and the machine card shows Toner ordered.
- In the office the request appears under Jobs & planning › Automation › Requests from customers, and the bell shows it.
- When you record the toner as sent, the request closes and the customer's Ordered and sent list shows Sent with the quantity and supply.
Repeat presses
If toner was already ordered in the last 3 days and not handled, the customer sees Toner is already on order for this machine; we are on it.
Works together with
- Requests from customers (toner from the portal)When a customer presses Order toner in their portal, the request appears on Automations and in the bell, and the office gets an email. Mark it done when it is handled.
- 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.