New: discover eKo Intervention!

If you are reading this post, you almost certainly know what eKo is: the fully SaaS CRM solution developed by Conselio. But do you know eKo Intervention? eKo CRM is a modular offer for which customers ask to activate sales management, the shared calendar, stock management, ticketing, the business pipeline… and if there is one module that is steadily winning over fans, it is eKo Intervention.
eKo Intervention: what is it?
The first thing to understand is that eKo Intervention is a module that is not delivered as SaaS but needs to be installed on a device: smartphone, tablet… Why is that? Because this module was designed for technical teams, who do not always work within mobile network coverage, in a basement, a cellar or a tunnel, for example. They need an offline mode, which the eKo Intervention installation guarantees.

Curative or corrective maintenance

But let's dive into the life of your business for a moment. Your assistant receives a call from a customer whose equipment has broken down. On her computer, the customer's existing record opens at the very moment the phone rings. At a glance, she checks that the customer is under contract and the specifications of the faulty product. She schedules a job in the technician's calendar, and he receives it automatically.

When setting off to the customer's, the technician clicks on the customer's address to launch Waze and satellite navigation. He carries out the job, then completes the form(s) linked to the type of job scheduled by the assistant: VAT certificate, servicing certificate, repair certificate… He takes a few photos, asks the customer to sign on his smartphone at the end of the job, then signs in turn. As he leaves the satisfied customer, the technician's smartphone gets network coverage back and automatically sends all the information from this latest appointment to eKo CRM at the office.
The assistant sees that the job is complete. She can go ahead and invoice it.

Preventive maintenance

It is also worth noting that eKo CRM lets you fully record a service contract covering a customer and their equipment, and link its preventive maintenance to specific qualifications of team members, in order to then propose preventive jobs at the appropriate intervals while optimising technicians' travel by taking job locations and addresses into account.
In this case, it is eKo that notifies the assistant of the preventive jobs to schedule. As she books the appointments, eKo suggests the time slots involving the least travel.
As with curative or corrective maintenance, the technician completes his job report(s) on his device, and they are automatically uploaded to eKo for administrative processing.
It optimises your teams' working time for a better quality of customer service.
Curious to discover all of eKo's features? This way!