This session explored how to manage service operations seamlessly using Avanue's web-based All-in-One platform. The webinar provided a practical walkthrough of the service module, demonstrating how teams can gain a complete, real-time view of service activity and technician performance from a single dashboard.
Service dashboard overview
The service dashboard provides a complete view of service call statuses and technician-wise breakdowns in real time - giving service managers instant visibility into open, in-progress, and completed calls across the entire team.
Efficient call management
The module enables searching, filtering, editing, and tracking service calls with speed and precision. Teams can quickly locate specific calls by customer, technician, equipment, or status - without navigating multiple screens.
- Search and filter calls by any field
- Edit call details and update status in real time
- Track call progress from creation to closure
- Access complete call history for any customer or equipment
Create and update service calls
The session demonstrated how to instantly create new service requests and update existing ones - including assigning technicians, linking equipment, setting priority levels, and adding notes - all within the All-in-One interface.
Audit logs and timeline tracking
Every action taken on a service call is recorded with detailed logs, including timestamps and activity history. This provides full auditability for compliance, dispute resolution, and performance review purposes.
Bulk actions and export options
Teams can export service data or release multiple calls simultaneously - enabling efficient reporting and batch operations without manual repetition. Export options support downstream reporting workflows and customer communications.
Hold and release management
The module supports flexible management of credit hold and parts hold calls - allowing teams to pause and resume service workflows based on billing status, parts availability, or customer authorisation without losing call context.
Technician management
Service managers can add and update technician profiles, assign skill sets, and - with geolocation enabled - track real-time technician locations for optimised dispatch and field coordination.
- Navigate the Service Dashboard confidently
- Manage and update service calls efficiently
- Optimise technician workflows and assignments
- Apply best practices for tracking and reporting service activities