How one Employee Learns a Customer’s Business – NewsChannel, December 2015
Employee Spotlight
Meet Pasquale Magneri
Solutions Specialist on the Implementation Services Team
Pasquale Magneri is fairly new to the ServiceChannel. As he puts it, ”I have been with the company for an amazing one year and eight months.” His personality lights up a room as much as his smile. Pasquale is definitely a people person and his job is to work closely with ServiceChannel’s clients during the implementation process to get them up and running using the ServiceChannel platform. As Pasquale notes, ”I learn the client’s business process and rules and ensure that the service automation reflects their wants and needs.” But Pasquale is not alone in this endeavor. “I, of course, am nothing without my team. The implementation family, Shari Johnson, Michele Burke, Michael Rivisto, Carl Bubeck and Kaitlyn Amundseni. Every single one of them supports me, and I them, as we are working together with our clients.”
One of the best tips I could suggest to my clients is to dive into the system day one to become familiar with the software, and to take as many LearningChannel courses as possible. The ultimate goal of Implementation is for the client to leave the process self-reliant. It takes anywhere from 60 to 90 days to fully implement. The Implementation process consists of sitting with the client on a weekly basis and learning their current business structure and rules. I then take what I have learned and I work closely with the client to shape ServiceChannel to their needs. In the process we meet with various groups within the organization such as IT and Accounting to ensure we are staying within their guidelines. Once the business rules have been put into effect, we test the workflow to ensure WOs and Invoices follow protocol.
Helping people is in Pasquale’s nature. He loves getting clients to a point where they can provide a full demo without his assistance.
Paquale loves spending time with his family and manages to find time for work, family AND play. And, boy, does his play interests cover a wide territory. His enjoys exploring the mysteries of medieval history, working out at the gym, and running Spartan Races – the elite of obstacle course races that can range in distance from 3 to 12 miles with 20 to 30+ obstacles.
LearningChannel
Dec 2, 16 – Dashboard 101: How to Use the Service Request Dashboard
Dec 8 – Service Automation Reports and QuickView
Dec 9 – A Day in the Life of a Facility Manager: WO Creation & Mgmt
Dec 10 – PMs (Preventative Maintenance) Module: An Overview
Featured Products
Contractor Initiated Work Order (CIWO)
GPS Check-in App for Contractor Partners
ServiceChannel is pleased to announce the following updates to the GPS Check-In App for Contractor partners:
Multi-Tech Check-In – While checking in, a technician may indicate the count of additional technicians required during the repair service and this information will reflect in both the in-app work order summary and work order details.
Electronic Signature – This is an optional method for technicians to capture a digital signature from location staff upon checking out. Contractors should first confirm with their clients regarding the approved check-out signature procedure.
About the GPS Check-In App for Contractors:
The GPS Check-In App makes it easier for technicians to efficiently check in / out and update various work order details right from their mobile phone. This ensures the technicians focus and time is properly spent on the repair & completion of the work order. GPS Check-In App records a technician’s geolocation coordinates when they check in/out within a customer-defined radius of the location requesting service. This ultimately leads to an improved and efficient user experience for Contractors and their technicians.
GPS Check-In App Features Include:
- On-Site Photos
- Geolocation Check-In
- Resolution Notes
- Real-time Updates
- Electronic Signature – New
- Multi-Tech Check-In – New
Download Today!
Calendar: Upcoming Events
SAVE THE DATES!
ServiceChannel Restaurant User Group
Wednesday, March 16, 2016
Nashville, TN
*Date coincides with RFMA 2016
ServiceChannel Retail User Group
Sunday, April 24, 2016
Long Beach, CA
*Date coincides with PRSM 2016
Tip Of The Month
Trim Spaces for Microsoft Excel
Using Excel’s TRIM function to remove leading and trailing spaces may take repeated steps if you have a lot of data.
An alternative for PC users is Ablebits free Excel add-in that will remove those spaces in a button click. This feature can be especially useful when working with templates. Learn more.
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