A machinery company sells products to their users directly or via a dealer. When the product has an issue, they will ring up the machinery company. The serial number checking process is manual and not efficient. When a technician is sent on site, a work order/invoice require signature immediately. This is not possible at this moment.
Salesforce case module is customised to relate assets (serial number). From the asset warranty date, they can decide if this repair service should be covered under the warranty. During the site visit, the technician will bring a tablet and generate the work order/invoice on the spot. The customer can sign the work order/invoice on the spot using an electronic signature.
|Related Objects||Asset, Case|
|Components||SDoc, DocuSign, Apex Trigger|