QR Code Scanning

QR Code Scanning

Scan the QR Code of device to extract its complete information

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Reports Generation

Reports Generation

Monitor the progress of jobs via business reports

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Automatic Invoice Generation

Automatic Invoice Generation

Generate invoices of all jobs once they are completed or closed off

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House rounds

House rounds

House rounds are use to organise work for homes.

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Key Features


  • Platform Independence

    JMS for Engineers and Surveyors offers all standard features as mentioned under the CRM Section

  • Central Business Management

    Schedule and store multiple jobs in one place. Select the parts used in each job and cost the job accordingly, reflect the parts cost within the customer invoice based in the part’s cost

  • Manage Records with QR Code Scan

    Print labels from Mobile/Tablet device through battery powered portable Bluetooth printer with QR code printed with your company’s name. This QR code can then be scanned by the same App next time the test is carried out which will bring back all the details of that equipment/device including previously saved test history

  • Group Jobs in Categories

    Group different types of jobs in categories, generate reports and allocate certain categories to certain staff members. Create recurring instances of same job e.g. weekly/daily/monthly/yearly of checks and maintenance and let the system remind you when the next test/check is due

  • Resource Allocation and Job Grouping

    Allocate vans/vehicles, lifts, equipment, maintenance material and relevant staff to relevant jobs. Group jobs together and create a daily work round and assign the grouped jobs to your work teams and even to individuals

  • Capture Images from Handheld Devices

    Allow the site engineers to capture images from Mobile/Tablet app and save them with the job, this will be synchronised with the Cloud system and be available for view/edit/delete later on

  • Monitor your staff and check task status

    Monitor your staff’s performance and the job status- give your customers quick update status of the jobs. Also track your staff’s performance and the job status and give your customers quick update status of the jobs

CRM Applications


  • Complete JMS Features on Mobile App

    The Cloud based JMS for Engineers and Surveyors comes with a tablet/mobile app that enables any business that carries out regular checks/maintenance/on-site support/repairs for their clients

  • Complete Business Assistance for Site Engineers

    Site Engineers and Surveyors have to visit the site to either carry out the job or to provide estimates/quotations and be able to save it in Cloud for future access

  • Keeping record of Equipment Details

    The ability of this system to save the equipment details through the Mobile/Tablet app and then be able to print a QR code through portable Bluetooth Printer means this system can also be used for Asset Management and Asset Tracking purposes

  • Monitoring Business Activities

    The business owners, office staff and field staff can all be informed of the business activities as a whole and also the clients can be kept up to date with the progress of the jobs

  • Comprehensive Solution for Wide Range of Engineering Firms

    Some examples of Applications include but not limited to:

    • Refrigeration, Air Conditioning and Cooling Systems Maintenance companies
    • Heating, Boilers, Dampers Maintenance companies
    • Fire Alarm, Burglar Alarm, Fire Extinguisher checking, Call Point checking companies
    • Dampers testing and certification companies
    • Portable Appliance Test (PAT) companies
    • IT Support companies that support fleet of PC’s, Servers, Network Devices at multiple sites
    • Electrical Equipment maintenance companies
    • Industrial equipment maintenance companies

Do you need help finding the right CRM Solution for your business?

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CRM Development Process


Step 1

NDA

Discuss ideas securely, with peace of mind.

Step 2

Tuning

Requirement gathering and fine tuning your idea.

Step 3

Feasibility

Competitor analysis, to devise a fine business plan.

Step 4

Finalising

Discussion on deliverables, costs and milestones.

Step 5

Feedback

Eloquent communication on regular basis during development

Step 6

Launching

Taking CRM live, after prior approval.

Step 7

Support

Technical support service after release.

Why SenServe for CRM Solutions


    • At SenServe Limited, we have the experienced Development team that has delivered some consumer and large corporate business CRM.
    • We always like a new challenge where our customers present us a business challenge that we can solve using mobile technology.
    • Our CRM building process and the designs are tailored for you so it reflects your business and addresses the challenges your business face.
    • With our in-depth knowledge, experience and hunger to take on a new challenge will help you build and release the CRM you really want.

  • Sign confidentiality agreement (NDA) to protect your idea

    This allows you to discuss your idea openly and gives you confidence that your idea is secure and we will not copy it for your peace of mind.

  • Initial idea discussion & Requirement Gathering

    We understand the need for a CRM give you feedback during the discussion of how to further fine tune your idea. At this stage we also do a detailed requirement gathering and your vision for the CRM life cycle. This helps us in the later stages of proposal, costings, timelines and scope of works.

  • Create CRM Success Feasibility Report

    Based on the discussions during the Requirement Gathering stage, we do a competitor analysis and also if required help you understand better the potential success of the CRM.

    This could also mean we help you put together a business plan, costs and income forecasts where required.

  • Finalise features, deliverable, timescales and costs

    Based on the previous discussed stages, by this point you should have a clear idea whether the CRM idea that you have is potentially a success. We discuss the features, deliverables and provide you the costs, milestones and timescales.

  • Work on the CRM with regular updates & gain your feedback

    If all the above sounds good, we get to work on your CRM. During the CRM build process we communicate with you on regular basis. We gather your feedback and incorporate the changes until you are entirely satisfied.

  • Launch CRM Live

    Once you have seen and approve the final build of the CRM we will make it live based on your preference.

  • Support, Help and Guidance after the CRM Release

    We help and provide support wherever we can to make your CRM a success. We also offer technical support service after the CRM is released and also help you wherever we can to promote the CRM further.

  • Sign confidentiality agreement (NDA) to protect your idea

    This allows you to discuss your idea openly and gives you confidence that your idea is secure and we will not copy it for your peace of mind.

  • Initial idea discussion & Requirement Gathering

    We understand the need for a CRM give you feedback during the discussion of how to further fine tune your idea. At this stage we also do a detailed requirement gathering and your vision for the CRM life cycle. This helps us in the later stages of proposal, costings, timelines and scope of works.

  • Create CRM Success Feasibility Report

    Based on the discussions during the Requirement Gathering stage, we do a competitor analysis and also if required help you understand better the potential success of the CRM.

    This could also mean we help you put together a business plan, costs and income forecasts where required.

  • Finalise features, deliverable, timescales and costs

    Based on the previous discussed stages, by this point you should have a clear idea whether the CRM idea that you have is potentially a success. We discuss the features, deliverables and provide you the costs, milestones and timescales.

  • Work on the CRM with regular updates & gain your feedback

    If all the above sounds good, we get to work on your CRM. During the CRM build process we communicate with you on regular basis. We gather your feedback and incorporate the changes until you are entirely satisfied.

  • Launch CRM Live

    Once you have seen and approve the final build of the CRM we will make it live based on your preference.

  • Support, Help and Guidance after the CRM Release

    We help and provide support wherever we can to make your CRM a success. We also offer technical support service after the CRM is released and also help you wherever we can to promote the CRM further.

CRM Integration


thunderbird
xero
Textanywhere
Quickbooks
plivo
docuSign
zapier
clickatell
asterisk
tally
mailchip
paypal
mozillafirefox
dropbox
authorizednet
msoffice
Magento
Twilio
google
Exchange
gmail
Outlook
Googledrive

Our Clients


Weightmans
Raheela Beauty Parlor
Bahar Masala
JD Phones
Midland Furniture Company
Man vs Food Grill House
Gyro King
Aneesa’s Buffet Newcastle
Hazel Access
Cabling Technology
Ideal Properties
C & D Hair and Beauty
Leon Wright
CEIA
Studio44 North
I-Netco Ltd
Perspective Consett
North East Care Homes
Rosewood Care Home
Your Canvas Image
Cormeton Electronics
HM Residential
Persistence Fitness
EJ Nelson Engineering
Ace Car and Van Hire
Low Cost Minibus Hire
Flannagans Accountants
Orange Yoga
CA
Hazel
Dixy
UK Law

Testimonials


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