Products : MoveTrak
The VanS MoveTrak system provides a means to schedule, document, and follow up on key tasks which should be performed during the course of a move. It helps clients monitor the customer service side of their business more effectively.
Base Dates
- Use various order dates in VanS (pack, load, deliver, registration date and others) as "base dates" to define and schedule the tasks that are necessary to complete a move.
- Assign each task a base date and a range of days before and after. The date range assures the tasks are completed on schedule by providing ample lead time.
- Include recurring responsibilities such as daily customer contact, calls to other agents involved in the move, pack day progress, etc.
- Include calls triggered by the lack of a date, or calls triggered by the completion of other calls.
- User-defined actions not associated with order dates may also be defined.
Categories
- Define separate categories for the sales, dispatch, and customer service departments. MoveTrak prompts each of these departments to perform jobs relevant to that particular move.
- Assign primary responsibility for a move to a specific department coordinator.
- Delegate tasks to individuals within a department.
Action Report
- Select tasks scheduled for action within a specific range of dates.
- Display an "action list" or print orders that require processing and immediate action.
- Complete tasks by entering the date and contact.
- Create memos automatically for completed tasks.
- Use the Memo System to log important conversations for future reference.
Missed Action Report
- Show which tasks were not completed by the scheduled date.
- Use as a management tool to monitor and follow up on incomplete tasks.
- Designed to help managers improve efficiency.