CRM KIA

Service Management System

Service Management handles everything after product delivery. The unique ‘Happy Code’ verification system ensures that tickets are only closed when the customer confirms resolution.

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Ticket closed
SERVICE TICKET#SRV-2025-0312
Visit Scheduled
ProductProduct A
Serial No.SN-0045821
TechnicianS. Rao
CreatedAssignedScheduledIn ProgressVerified
Customer-reported issueUnit not powering on after installation
In warranty (free)Visit: 12 Nov, 11:00 AM
Happy Code• • • •
Not yet verified
PartsNotes
Enter Happy Code
8Ticket Lifecycle Stages
10Key Fields Per Ticket
11Steps in the Service Flow
85%+First-visit Resolution of World-class Teams
11.1 Ticket Lifecycle

Service Ticket Lifecycle

Every complaint moves through eight clear stages — and only a customer-confirmed Happy Code can take it to Verified.

Created
STEP 1
Assigned
STEP 2
Visit Scheduled
STEP 3
Inspection
STEP 4
Parts Required
STEP 5
In Progress
STEP 6
Completed
STEP 7
Verified
STEP 8
11.2 Key Fields

Service Ticket Key Fields

Everything about the complaint, the product, the visit and the resolution — in one ticket.

Service Ticket#SRV-2025-0312
Service Ticket ID

Unique tracking number for the complaint

Customer Details

Name, contact, address

Product Information

Which product, batch/serial number

Issue Description

Customer-reported problem

Assigned Technician

Who is handling this service call

Warranty Status

In warranty (free) vs out of warranty (chargeable)

In warranty • Free Out of warranty • Chargeable

Visit Schedule

Date and time of technician visit

Parts Replaced

Spare parts used — linked to inventory

Happy Code

Customer verification code for closure

Closes the ticket
Service Summary

Actions taken, resolution notes

11.3 Service Flowchart

Complete Service Flowchart

From the customer’s complaint to a ticket closed with the Happy Code — eleven steps. Hover a step to see the detail.

The Happy Code prevents technicians from closing tickets without actually resolving the issue. Track first-visit resolution rate — world-class service teams achieve above 85%.

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