Job Center Training Series Volume 20: Boost Customer Service with Job Center's Notes Field

You work so hard to win new customer and retain those you have. Today, great customer service is not only expected, it's required. The moment of truth is each contact a customer has with your company – phone or in person and with any department. 

Each interaction is critical because as you've heard before – one bad experience is worth 10 good ones. That bad experience can result in lost revenue, margin and even reputation.

Simple things matter

Have you ever had a customer call about an old order and you couldn't find the information they wanted? You can't keep all customer information in your head – and you don't have to. Here's a simple tip to boost customer service: Use Job Center's notes to capture and retrieve customer information fast.

You can capture notes for an Account, Project, and Orders.
Here's the difference of each:

Notes

 

Description

 

Example of Use

Account Applies to the account and notes will automatically appear for all future orders 

PO is required for all orders, Account is on Credit Hold, Special pricing for certain sizes of sheets, etc.

Project Applies to all orders associated with a specific project Email and Call Bob R & Jane P for all completed orders.
Order Applies to this order only Contact Nancy A to validate Pantone color values.

 

Is Job Center right for you?

Job Center is available as a stand-alone product and is provided free for PlotWorks Pro customers on a maintenance contract. It's not just for AEC jobs. Many companies find Job Center invaluable for tracking Graphic and Service orders. Learn more about Job Center and how it can simplify your work orders.

If you have any further questions/comments, please contact OpCenter's technical support team at the below contact information.



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2300 Clarendon Boulevard

Suite 250, Box 29
Arlington, VA 22201-3367 USA

Sales
+1.703.740.8909 x3
+1.800.444.7568 x3

Support
+1.703.740.8909 x2
+1.800.444.7568 x2

Main
+1.703.740.8909
+1.800.444.7568

+1.703.995.4398 (fax)

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