Explore the ActivateOS providers dashboard, designed for easy access to opportunities, assigned work, equipment status, and customer updates.
Explore the ActivateOS providers dashboard, designed for easy access to opportunities, assigned work, equipment status, and customer updates.
Parts and Service Pipeline
Step 1: Start with a quick overview of the dashboard. Notice the open items at a specific customer in the top left of the parts and service pipeline.
Step 2: Open items include equipment issues and any maintenance ready to schedule. These are broken down into all open items, new today, this week, or older ones. Click on any of these to view the items. For instance, click on open items.
Step 3: Navigate to the opportunities for all open items. Click on any of these to take action as the provider.
Step 4: Back on the dashboard, other sections in the pipeline include awaiting approval, ready to be assigned, work in progress, and recently completed. Items in awaiting approval represent proposed service work awaiting customer sign off. Click on any section to see included items and their status.
Equipment Map
Step 1: In the bottom left corner, there's a map of all known asset locations. Prioritize equipment that is down to best support customers. Click on down equipment to see just the Down assets. Click on the row again to reset the filter.
Step 2: Below, view total assets with a known location. Assets with open issues have a yellow marker, and those that are down are marked in red. To take the map full screen, click here.
Step 3: Zoom in on areas of interest. Click on any item with a number to zoom into that area.
Step 4: Click on any of the pins to view the asset, some basic details, and select this icon to see asset on the equipment page.
Customer Updates
Step 1: On the dashboard, find customer updates at the bottom right corner. This list includes all new updates from the customer, broken down into requests. For instance, view a service request from Richard Owens for a specific unit.
Step 2: Click on any item to take action. Note that only unread items are shown. Clicking on an item marks it as read. To see all items, including read ones, click this toggle switch.
Step 3: Customer approvals. For instance, see that Richard Owens approved the service for a specific unit, ready for assignment and action.
Step 4: Access customer communications made through the service summary feature on the communication tab. Click on any item in this section for immediate access.
Step 5: To focus on customer updates, select this icon to occupy most of your screen with the updates.
The new provider dashboard is centered around a parts and service pipeline. It starts with open items representing opportunities, tracks progress from assignment to completion, provides a map view of assets and their issues, and brings customer updates to the forefront.