CRM application
          for
Auto servicing Industry




                Submitted By :
                Nidhi Bansal     ...
Overview


Introduction
This manual focuses on the operational aspects of the Customer Relationship Management
application...
HOMEPAGE Section




The homepage gives following information-

   •   The customers will go to Service section to book/mo...
•   Existing customers can book a slot for getting their car serviced
    •   New customers will have to add personal info...
• Restriction:
•   The user should take care that the birth date is entered in the correctly. If the year
    chosen is th...
•   The servicing date should be selected else the following error window might come




   •   If number of bookings for ...
Existing customer
Existing customers can book an appointment for servicing using this section.




    •   Service id an b...
•   On submitting the form the user will receive the following mail.




Modifying service appointment
To modify the type ...
Cancel Service Appointment
To cancel an appointment the customer has to enter the service id as shown below.




On submit...
Service Details
The service details can be viewed from the following form




Customer Data Section


This section is Only...
Adding Customer Details

The authorized personnel of the car servicing agency can add customer details here.




   •   Pe...
Edit Customer Details
Customer details can be modified using the following form




Birthday Wishes
A scheduler will keep ...
Note: The rights to access the functionality of scheduler have expired. So, the Zoho application
doesn’t provide that faci...
Contents
Overview............................................................................................................
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Car servicing booking

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Transcript of "Car servicing booking"

  1. 1. CRM application for Auto servicing Industry Submitted By : Nidhi Bansal (09BM8028) Vaibhav Shrimani (09BM8058) Sushant (09BM8052) Pritesh Gehlot (09BM8072) 1
  2. 2. Overview Introduction This manual focuses on the operational aspects of the Customer Relationship Management application to be used by the car servicing agencies. The document describes the various facilities which can be provided to the customers like service booking/cancellation/modification and to the agency personnel. Structure of the Manual The manual is structured in different sections addressing the different end users i.e. the car servicing agency and their customers. The document has the screenshots to help the end users access this application in an easier way. 2
  3. 3. HOMEPAGE Section The homepage gives following information- • The customers will go to Service section to book/modify or cancel the appointments. • The employees of car servicing agency can add the customer details using Customer Data tab and access it to view customer’s details. • You need to log in the Zoho application to avail the facility of sending emails to the customer to confirm their bookings or to pass other information. Note: We can add login functionality to make selected pages available to different end users based on their roles. SERVICE Section This section is Only to be accessed by either the new or existing customers. In this section following options are displayed on the left side of the page to the customers 3
  4. 4. • Existing customers can book a slot for getting their car serviced • New customers will have to add personal information along with booking a slot. • Modification of service appointment and cancellation can be done using separate tabs. • Customer service details can also be viewed. New customers By clicking the new customer section the users get the following page. • A service Id will be allocated to every booking request submitted. The customers can use this service id in future to modify or cancel their bookings. • Personal data like Name, email id, Address, Contact number, Birth date should be filled. • Vehicle registration number and its make (Vehicle make can be selected from the dropdown menu) e.g. Prius, Camry, corolla or outlander. The Car servicing agency would be having the facilities to service the cars of only these specified models. • Any of the Service Requirement- servicing, car washing, engine problem and service problem can be selected. If the customer wants to avail any other facility select the other option from the drop down and a new box will appear as – • A date for servicing and the slot can be selected. The available slots are – 9:00 am – 12 noon, 1:00 pm – 4:00 pm and 5:00 pm to 8:00 pm 4
  5. 5. • Restriction: • The user should take care that the birth date is entered in the correctly. If the year chosen is the current year an error window ill appear as 5
  6. 6. • The servicing date should be selected else the following error window might come • If number of bookings for a particular slot on a day exceed 3 in number then a pop up window will appear with the message On submitting the form an appointment for servicing would be registered and the customer will receive the following mail. 6
  7. 7. Existing customer Existing customers can book an appointment for servicing using this section. • Service id an be used for future reference like modification or cancellation. • A future date and time slot can be selected for booking. • Restriction: If number of bookings for a particular slot on a day exceed 3 in number then a pop up window will appear with the message 7
  8. 8. • On submitting the form the user will receive the following mail. Modifying service appointment To modify the type of service the customer wants to avail or the date or time slot for servicing of their vehicle. • On entering the service id all the data pertaining to that id like – type of service, date and time slot will be loaded in the form. • Check the tick box – Modify the appointment to modify any of the fields to change booking requirement. • If a new service booking has to be added then reset the form and again submit the correct details. 8
  9. 9. Cancel Service Appointment To cancel an appointment the customer has to enter the service id as shown below. On submitting the service id following form will appear to confirm that the customer was referring to this particular service appointment. Click on confirm – cancel my booking and submit to cancel the booking. Following mail will be received by the customer about cancellation of their booking. 9
  10. 10. Service Details The service details can be viewed from the following form Customer Data Section This section is Only to be accessed by the authorized employees of car servicing agency. In this section following options are displayed on the left side of the page to the customers. 10
  11. 11. Adding Customer Details The authorized personnel of the car servicing agency can add customer details here. • Personal information of the customer for e.g. Name, email-id, contact number, address and birth date should be filled in the form. • The birth date would be used by the agency to send Wishes on birthdays to their customers and booking a bouquet with a florist. • The agent can allocate a type for Customer from Regular or Premium. This can be used to customize the service facilities accordingly. Note: Customer type is used while sending birthday gift to customer. 11
  12. 12. Edit Customer Details Customer details can be modified using the following form Birthday Wishes A scheduler will keep a tab on the birthdays of the customers and will serve following 2 functions – • Sending birthday wishes to the customer by e- mail from the agency. • A mail will be sent to the florist with address of the customer, birth date and budget of bouquet to be delivered (depending on type of customer –premium or regular). This mail will be sent 3 days before the birthday of customer so that the bouquet is delivered on time. • The scheduler will be defined using the following 12
  13. 13. Note: The rights to access the functionality of scheduler have expired. So, the Zoho application doesn’t provide that facility now. 13
  14. 14. Contents Overview................................................................................................................................................2 Introduction .....................................................................................................................................2 Structure of the Manual ....................................................................................................................2 HOMEPAGE Section...............................................................................................................................3 SERVICE Section.....................................................................................................................................3 New customers..................................................................................................................................4 Existing customer...............................................................................................................................7 Modifying service appointment.........................................................................................................8 Cancel Service Appointment..............................................................................................................9 Service Details .................................................................................................................................10 Customer Data Section........................................................................................................................10 Adding Customer Details.................................................................................................................11 Edit Customer Details......................................................................................................................12 Birthday Wishes...................................................................................................................................12 14

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