What is the report tool?
Report tool: general information
We have added an easy way to keep your stream of information going as smoothly as possible. You can now create and track reports in a handy and easy way of the following:
- Customers
- Drivers
- Vehicles
- Staff members
- Jobs
- Invoices
- Tickets
- Phone Calls
- Account Note
- Escalated
- On Hold
- In Progress
- Complaint
- Resolved
- Awaiting Staff Reply
- Awaiting Customer Reply
- Awaiting Driver Reply
- Customer Responded
Example report
To give an example: if a customer filed a complaint for the invoice of a
certain ride, you can raise a report with complaint as Report Status, the
customer that raised the complaint, the ID of the driver that was driving
the customer, the vehicle the customer was in, the ID of the job that
transported the customer, and the invoice in question. Once everything has
been checked, and you had contact with the customer, you can set the
report status to "Awaiting Customer Reply", and add extra notes. Once a
reply has been received, you can set the status to "Customer Responded",
and as always you can add extra notes. Everything dealt with? Then you can
set the status to "Resolved", and the stream of information on the
complaint was efficiently sent between your employees with access to the
Gazoop Portal.
How to create and manage reports:
Please check this FAQ to learn how to create and manage
reports like in the example above.