Service cases
Create and track a clear service record with issue, priority, ownership, status, and history context.
Current product interface
See Service with its complete working sidebar
These privacy-reviewed captures come from the original web app, use safe demonstration data, and keep the platform navigation in view so the surrounding workflow remains clear.
Tour all 17 modulesCaptioned walkthrough assembled from reviewed Service module captures.
Original Plus mobile app
Switch platform without leaving the app
Switcher-only evidenceThe reviewed Plus session exposes Service in the native platform switcher; a Service module screen was not captured.
Open the Plus app tour
Platform overview
What Service brings together
Service gives operational teams a structured path from intake to resolution while keeping the surrounding customer, product, employee, document, and sales context available. It supports visibility without separating service delivery from the rest of the business relationship.
Core capabilities
The operating areas inside Service
Start with the modules your workflow needs and keep the surrounding business context connected as the platform expands.
Customer and product context
Keep the affected customer, product, asset, and prior activity connected to the case.
Technician workflow
Assign work, coordinate employees or technicians, and make responsibility visible through the lifecycle.
Documents, notes, and sales
Retain supporting files, internal notes, quotations, and related commercial activity with the service record.
Typical workflow
How Service work moves from start to follow-through
- 1
Capture the request
Record the customer, product or asset, issue, urgency, and supporting information.
- 2
Assign and assess
Route the case to the appropriate team member and review the required work.
- 3
Perform and document
Update progress, notes, parts or products, documents, and related commercial actions.
- 4
Resolve and retain history
Close the case with a durable status and keep the complete service context available.
Shared suite foundation
Context that can move with the work
CustomersProducts and inventoryEmployees and rolesSales, notes, and documents
Exact module availability, configuration, and data scope are confirmed for each implementation.
Go deeper
Review the workflow before rollout
Use the product tour for a broader suite walkthrough or continue to the closest focused product or solution page.
Connected platforms
Extend Service without rebuilding the foundation
Sales
Run structured B2B selling and direct B2C transactions with shared customers, products, inventory, documents, suppliers, and reporting.
View SalesHRM
Manage employee records, access roles, attendance, leave, schedules, timesheets, payroll context, onboarding, and workforce documents.
View HRMConnectCRM
Bring leads, customer history, follow-ups, communications, quotations, campaigns, and decision-support context into one connected CRM workflow.
View ConnectCRMSee how Service fits your current workflow
Tell us which teams, locations, modules, and customer journeys you need to connect. We will shape the demo around that operating context.