Frequently Asked

Browse our most frequently asked questions and understand how GoodBooks CRM Service fits your service workflow

What is GoodBooks CRM Service used for?

GoodBooks CRM Service helps companies manage complaints, service calls, warranties, AMC contracts, field technicians, and spare parts- all in one platform. It streamlines after-sales operations end-to-end for faster and more consistent service delivery.

How does GoodBooks CRM Service handle service request and complaint management?

Tickets are logged with predefined categories, priorities, and workflows for consistent handling. The system auto-assigns requests based on skill, location, and SLA rules, ensuring faster resolution and complete visibility.

Does GoodBooks CRM Service offer a knowledge base or solutions repository for support agents?

Absolutely- you can create a centralized knowledge base to store common fixes, FAQs, and troubleshooting guides that agents or technicians can access instantly while resolving service issues.

Can we track and manage warranty / AMC / contract coverage for service calls?

Yes- GoodBooks allows you to define warranty or AMC entitlements, validate coverage when a ticket is created, and enforce service eligibility as per contract terms to avoid manual mistakes or misuse.

How does CRM Service manage spare parts for field service?

Technicians can view available spares, record what they consume, and request parts directly from the app. Stock levels update in real time to avoid shortages, improve planning, and support first-time fix rates.

Can customers track their ticket or service request status online?

Yes- GoodBooks includes a customer portal where customers can view service history, ticket status, technician ETA, and more. This reduces inbound support calls and improves transparency.

Does our CRM Service support RMA, repair, or replacement workflows (for returns, warranty claims)?

Yes- GoodBooks handles RMA/returns through defined workflows: from request to pickup, repair/inspection, replacement or return — with each stage tracked and audited.

What kind of reports does GoodBooks CRM Service offer for service teams?

You get dashboards for SLA compliance, technician productivity, ticket load, first-time fix, spare consumption, and contract performance. These insights help teams improve efficiency and decision-making.