Fisk Group CRM
by Dan Bacon
1. Vehicle
1.1. Manage Vehicle Reminders
1.2. Storage for documents
1.3. See age / mileage of any vehcicle
2. Quoting
2.1. Create digital quotes
2.2. Send digital quotes
3. Service Agreements
3.1. Set automated reminders
3.2. Allow users to create their own appointments
4. Call Out Logging
4.1. Engineer can add all details, feed back into invoicing system
5. App integration
5.1. Link to an App on engineers phones
6. Retrieve Certificate
6.1. Login area for all clients for them to access past certificates
7. Reporting
7.1. View number of call outs
7.2. View number of agreements pending etc