Help Resources for the Customer Self-Service Application
The Customer Self-Service application is a self-service portal that allows your customers to scan equipment labels in order to more easily and efficiently initiate service calls. By scanning the equipment QR-code, customers can be directed to a branded page where they can view equipment history and details, submit service requests, and view request status. No need to wait in phone queues-–just scan and go. It really is as easy as that.
It is here where you can upload a company logo and avatar, and define the colors (both main and accent) displayed in the self-service portal used by customers.
Moment-sets are used to create and manage what customer support options are available to a customer for a specific equipment.
The QR-Codes screen is used to manage the associations between QR-codes and item and equipment records. It is here, too, where moment-sets can be assigned to equipment.
The Workflow Assignments screen is used to view and manage the assignment between workflow steps and the visual icon used to represent them in the customer-facing interface.
See how it all looks for the customer after you've complete the setup.