Helpdesk Software

Description

SUPPORT MANAGEMENT The system allows creating and tracking support tickets. Each ticket has a priority, status (open, in progress, closed), and a message history between the technician and the customer. It is also possible to attach files and configure recurring tickets. FINANCIAL MODULE It goes beyond support and includes Accounts Payable and Receivable management. Company expenses and customer revenues can be registered. When a quote is approved within the system, it automatically generates an account receivable. TECHNICAL VISIT SCHEDULING Includes an interactive calendar for scheduling customer visits. The distinguishing feature is that, upon scheduling a visit, the system automatically creates a support ticket linked to that customer, enabling the technician to immediately record the service. QUOTATIONS Allows creation of detailed proposals with items and values. These quotations can be shared with the customer via a link, enabling direct approval or rejection through the platform. REPORTS AND DASHBOARD The administrator has a visual dashboard with charts showing team performance, customers generating the highest support demand, and cash flow health (forecasted and actual balance). ACCESS LEVELS The system defines user permissions: the Administrator controls everything; the User (technician) focuses on support activities; and the Customer can only open and track their own tickets and quotations.