Customer service roles, hierarchy and territory management in Service CRM
Grow effortlessly
Enterprise class customer service management software for smallest to the largest size of teams
Free for 15 days. No credit card needed.
Saleswah expands as your business does
Saleswah will fit you whatever the size of your service operations, team or the geographical spread.
Flat or pyramid- Saleswah handles all team structures. It can also let you define roles like service executive, service manager, warehouse etc for every user.
Roles and hierarchy help define the data access privilege and the functions the users are able to perform.
Field service > Hierarchy, Roles, Territory
Assign roles, levels, functions: create teams that work together and with each other
Managing service team hierarchy
No matter how large is your field service team or how many levels or reporting you have, Saleswah has you covered.
Start small and then watch Saleswah keep pace as you grow. Amazingly flexible to handle various team configurations, levels and roles within each team.
Free for 15 days. No credit card needed.
Service roles: for all use cases
Standard service user roles are provided out of the box. These are service executive, manager, technician. There are also roles for approvals like managers who approve refueling or preventive maintenance schedules.
Service executive, technician and manager roles have field service responsibility and are assigned territories in a hierarchy. A service executive may have technicians reporting to him; a service manager may have other service managers, executives or technicians reporting to him.
A service manager sees the data from the sites for which he has direct responsibility and also the data from the sites for which his reportees have responsibility for.
