售后宝帮助中心
在此页面上
  The workbench is the entry point where each user can quickly reach the business in the system. Unlike the functional navigation bar, the workbench can present important information such as data, approval, to-do, reports, and schedules that each user is concerned about.<br />      The role of the general use of the system have corporate executives, business executives, ordinary employees :
  • For senior managers, the main purpose of their work is to "control the company's business development direction and adjust strategies in a timely manner". They are more concerned about the overall presentation of business data and view changing trends;
  • For business leaders, the main purpose of work is to "rationally allocate team tasks and grasp the current business progress", they are more concerned about team efficiency;
  • For ordinary employees or lower-level executives, the main purpose of work is to "quickly understand the tasks to be handled and improve personal performance."

1. Page Layout ​

Different display content can be configured according to each person's work needs. image.png

1.1 Fast business entrance ​

Click "+" to quickly create a new work oder, new customer, new event, new product, new Knowledge , new schedule,new information announcement. (If you do not have new permissions, there is no entry for creating this module) image.png

1.2 Beginner Guide Instructions ​

The novice guide is divided into three modules: 1.Get aboat ServiceMobile; 2.Learn More; 3. Experience the work order process image.png Step1：Get about ServiceMobile Click to view the function introduction of ServiceMobile . ServiceMobil：A New All-in-one Customer Service Management System。 image.png Step2：Learn More Click to view how to configure account permissions, forms, and business rules. image.png Step3：Experience the work order process image.png

2. Workbench configuration ​

2.1 Instructions for each module ​

Each user can customize the card content of the workbench image.pngimage.png Add different types of components to the workbench by clicking or dragging。 image.png The button in the upper right corner of each component allow you to zoom in and out of components to adjust the overall layout. image.png

**Component content order adjustment: **Metrics statistics, to-do components, content cards support custom sorting. image.png **Indicator statistics: **Support display service events, work oder, spare parts three modules of data, you can customize the content to be displayed, you can add up to 10 indicators and statistics components. image.png

**To do list: **Support display service events, work oder, spare parts three modules of data, you can customize the content to be displayed, You can add up to 10 to-do components. image.png **Pending approval: **Support the display of pending approval content. After the addition is completed, view the content of "Started by me", "approved by me" 。click to enter the approval details page。 image.pngimage.png **My schedule: **Support View daily service schedules for each engineer here image.png **Data reports: Only support the display system built-in reports **, you can customize the content cards you need to view here, and you can add up to 10 data report components. image.png

2.2 IData and Permission Description ​

IIf you do not have viewing permission, the results of the data are not displayed here。Example: If the engineer does not have permission to view service events, the data indicators of "Unfinished Event" . image.png