How Simple-Simon PRO automates your service desk

Eliminate manual data entry

Picture this: you arrive at the office on a Monday morning and are immediately overwhelmed by a flood of support emails. Every single email from a customer about a fault or maintenance query must be manually read, processed, converted into a work order, tagged with the correct customer and asset information, and then scheduled. This repetitive and error-prone process costs your internal team precious time and energy daily, when you should really be focusing on high-quality service.

Fortunately, that manual search and data entry work is a thing of the past with the Simple-Simon Customer Portal module from our PRO package. This module acts as the ultimate 24/7 self-service hub that tackles mailbox inefficiency head-on.

Automatic ticket creation from support emails

Perhaps the most transformative functionality: the Customer Portal addresses your incoming service requests right at the source. Did you know that the Customer Portal is capable of automatically converting the support emails you receive into schedulable tickets?

As soon as a customer sends an email to your designated support address, the system recognises the sender and a complete ticket is instantly created in Simple-Simon. If the customer and the associated asset are already known in the system, the ticket is even immediately populated with the correct asset information. The only thing your internal team needs to do afterwards is convert the ticket into a work order and schedule it on the drag-and-drop planning board.

No more errors with complete service reports

Furthermore, the portal guarantees the completeness of the report even before it becomes a ticket. Instead of a vague email from a customer, they can quickly and completely create a report via the portal, or even by scanning a QR code on the asset.

Using smart questionnaires and decision trees, the customer is guided through the reporting process, ensuring all crucial information, including photos or attachments, is immediately available. This eliminates the need for back-and-forth phone calls about missing details.

Real-time insight into service and work order status

Finally, the Customer Portal offers the desired end-to-end transparency to your customers. Customers always have real-time insight into the status of their report and the scheduled work, without having to call the internal office team.

Imagine this: Installation technician Freek is carrying out complex maintenance on an air conditioning unit. The customer, upon opening the portal, immediately sees the status change from ‘Scheduled’ to ‘In Progress’. As soon as Freek has completed the work order on site, the customer can sign it digitally directly within the portal. Furthermore, the customer can instantly view the complete work order, including materials used, and the full asset history. No more uncertainty—just complete and transparent documentation for both you and the customer.

Start automating your service desk today

In summary, the Customer Portal module increases customer satisfaction and streamlines processes. Killing two birds with one stone: automate both your internal office team and your field service team!

Read more about the customer portal