Service & Partner Operations
Service, delivery, and partner operations in the platform.
The delivered platform includes operational work beyond equipment purchases. It captures service and delivery requests, keeps partner and location records, manages training content and sessions, and exposes administration queues for staff to follow up.
[ Workflow requirements ]
Service inquiries, delivery arrangements, partner applications, and training requests do not follow the same workflow as an online sale. They need their own records, statuses, and staff actions while remaining available within the same business application.
[ What we built ]
Vending Service and Partner Management
- Service-request records with priority and status filters, technician assignment, technician notes, and links to customer information.
- Delivery-request administration with record updates, operational notes, and status handling for delivery and installation follow-up.
- Partner application intake, searchable partner records, approval and activity statuses, and location records associated with each partner.
- Training resource and session administration, searchable customer-facing resources, service-area management, coverage maps, and operational reporting.
[ How the system works ]
Service requests, delivery requests, partners, locations, and training each have dedicated management tools. Staff can search and filter records, update their status, and follow up with customers. Account access, email notifications, and protected contact information connect these activities to the wider system. Coverage maps show the service areas.
[ Delivered capability ]
Staff can work through service, delivery, partner, and training records inside the same platform used for customer and order administration.
[ Related services ]