The project management module of the platform allows the users to create and manage projects both long term and short term based on the company operational terminologies. This efficient management tool will allow the user to allocate employees to a project and effectively manage them throughout the project duration. The project management dashboard acts as the home screen which allows the users to manage the entire project operations.

CUSTOMIZATIONS:

PROJECTS :

Projects are used to manage different projects of customers based on sales order. Whenever a quotation/sales order is confirmed it will create a project automatically.

Project includes:

1)Work Order Number - It will be fetched from Sales order

2)Project Name - Project Name given while creating sales order

3)Ordered Quantity

4)Scheduled Date

5)Inspection Location

6)Project Status

7)Project Units - Total Number of Units in all Tasks

8)Completed Units - Addition of completed Units from all tasks in

overall.

9)Project Balance Quantity - Overall balance quantity from all tasks

To create a new task to the project the user can simply select the project form the home dashboard and then the user will be depicted with the task window of the respective product.

Task includes :

1)Order Details : These data will be fetched from the respective sales order

for reference.

2)Scheduling Info : Here we can assign the task to an Engineer. It also has

Ordered Quantity and Task units fetched from sales order. Here we can add

completed units based on the inspections done actually.

3)Inspection Details: Task type can be new or renewal. Based on the renewal

period, renewal date will be automatically calculated. Renewal status can be

Renewed , Lost or In Progress.

4) Maintenance Details: Here we can add contact details of the maintenance

company.

5)Reference Numbers: No. of Report and No. of Certificate can be added for

the respective work order.

Overall Info:

 It has task total units, completed and balance units details batch wise.In the task creation window the user can assign a task title and allocate the respective person for the task. The stages of each task in the respective project can be created by using the add a column option available in the window.Tasks of the respective projects can also be accessed from the task window accessible from the home dashboard. Here the list of all the tasks are listed out with the project name, allocated person, progress indicated in percentage and the status of the operation. Task window can be viewed in different formats which would provide the user with the accessible information.

 List view

list view of the task window which would indicate the projects, assigned person, company, hours spent, progress of the operation, next activity scheduled, stages of operation and the tags allocated.

Kanban view

Another view in which the tasks can be viewed is in the kanban view format, which would allow the users to change the status of operation based on the company specification. The status of each task is indicated in colour format which would provide a visual representation of each stage of the operation. The tasks available can be prioritized based on the specifications by enabling the star symbol available.

Calendar view

The task window can also be viewed in the calendar format where the users could view the deadline date of the respective views in a calendar format. In addition the assigned person is indicated on the respective dates of the task deadlines available.

Pivot view

The Seedor  platform's pivot view functionality is one of the best available which provides the user with analytical information based on the default as well as customisable parameters which can be used as per the user's needs.

Graph view

 This view will allow the users to generate demonstrative graphical report which can be based on the various default as well as customizable parameters available in the measures and the sorting menu. 

In this window, you can see the chronologically arranged tasks in Kanban's view. You can also make use of different ‘Views’ provided on the top right corner by clicking on them. In addition to that, multiple ‘Filter’ and ‘Group by’ options are also available. By clicking on each task, you can view the task details and if you want to make changes you can always click ‘Edit’ and change it as you wish.

The administrator can view ‘All Tasks’ irrespective of the employee assigned to it by going to;

Field Service -> All tasks -> All tasks 

You can edit the task as you wish, by following the same manner with ‘My Tasks’.

In order to create a new task, click the ‘Create’ button on the top left corner. Now a window like the one given below will appear. 

Fill up the name of the task you want in ‘Title’. While selecting the customer, you can provide only the address of the service point to the employee if the customer wishes to remain anonymous. To do this, just select the customer and erase the name of the ‘Customer’ field to do this and click ‘Save’ after entering details on all the required fields. 

After selecting the customer, select the time of service, assign an employee, specify the service project type, etc. You can add a foot description also to inform about any particularities about the task. Complete the form and click ‘Save’ to save the document. 

Now think of a scenario where the customer asks for another fixing or service to the serviceman at the time of service. In such cases, the “Extra Quotation” feature comes in handy. By activating this feature, all the paperwork that has to be done after servicing can be avoided as the serviceman himself can update the quotation right at the service point itself. 

To activate this feature; Go to, Field Service -> Configuration -> Settings

 Now a window like the one given below will appear.

Here,  tick mark the ‘Extra Quotation’ option and after that;

Go to Field Service -> Configuration -> Projects

In this new window, you can see all the different projects in Field Service. Select the one to which you want to enable this feature. Now a new window will appear showing the detailed form of the project. Click the ‘Edit’ button and scroll down to the bottom. 

Tickmark the ‘Extra Quotation’ option and now this feature is enabled for this project. 

Once the serviceman starts to do his job, there is provision for recording the time taken for the service. Once done, you can click ‘Mark as Done’ and after that invoice and report can be created and send.

You can plan your activities without any confusion and self-contradiction in the Field Service module by looking at the schedule. For that;

Go to Field Service -> Planning -> By user/ BY project/ By worksheet

Here you can analyze the planned activities. Changes can be done to these tasks by simply clicking on them. Multiple filter and grouping options are available here also. 

You can analyze your work reports by going to; Field Service -> Reporting

The end-to-end fleet management solution that helps you with quick basic leadership with regards to your work force, fleet or managerial duties. With Fleet one can ascertain smooth running fleet operation or activities that joys both clients and inside staff.

Fleet Management System offers the following benefits to the business:

Efficient maintenance of Fleet history (Fleet Model No., Engine Volume, Seats, License Plate, Fuel Type, Registration)

   Records Driver details

   Maintenance of Insurance Details

   Recording and analyzing vehicle maintenance activities.

   Fleet Maintenance Contracts Management.

   Fuel Tracking.

   Odometer Statements.

In addition, fleet module comes integrated to other modules efficiently managing every operations of the business.

To start with, firstly install the Fleet Module.

Right from the dashboard one can configure the vehicles.

 Helpdesk helps the customer service teams keep customers happy. Helpdesk puts all your support tickets in one place so no ticket gets forgotten and your whole team can coordinate effortlessly. Helpdesk brings together tickets from every channel. Your customers can submit tickets by emails, or through a fully customizable form on your website.

 Helpdesk dashboard gives you a top level overview of all ticket activity. The dashboard lets you quickly access high priority tickets(starred), your unassigned tickets and assigned ones.