Parts, Assets, and Inventory Management – Quick Quote Conversion to Helpdesk Ticket

Once a Quick Quote is approved by the client, that Quick Quote can then be converted to a helpdesk ticket. Then, the parts or equipment would be ordered, and the helpdesk ticket would be assigned to an employee for installation. This Business Manager 365 workflow ensures that all the history of the Quick Quote, the ordering processes, and the helpdesk or project ticket to install is tied together for accounting and billing.

Parts, Assets, and Inventory Module

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Service technician using Business Manager 365 on a tablet