Service Manager - Setup Example
Overview
An example of an ideal setup of the Service Manager for a Printing Company.
Categories
Description > Type > Default Response
- Accounts > Customer (Account) > Note
- Customer Query > Customer > Note
- Printing Enquiry > Sales > Printing Enquiry
- Sales > Sales > New Prospect
- Production > Internal > Quotation Accepted
Statuses
Description > Group > Notification
- New > Pending > None
- Prospect > Pending > None
- Re-Order > Pending > None
- Quote Accepted > Pending > None
- Quote Complete > Pending > None
- Awaiting Raws > Pending > None
- Awaiting Customer > Active > Internal
- Awaiting Review > Active > Internal
- Awaiting Us > Active > Internal
- Accounts > Active > Internal
- Qualified > Active > None
- Complete > Complete > All
- Closed (No Response) > Complete > All
- Closed (Not Qualified) > Complete > None
- Cancelled > Cancelled > None
Responses
| Caption | Input | Type | Set Status | Assign To | Transaction | Trans Status |
|---|---|---|---|---|---|---|
| Call | None | All | Unchanged | n/a | n/a | n/a |
| Discovery | None | Sale | Qualified | n/a | n/a | n/a |
| Printing Enquiry | Printing | Sale | Awaiting U | n/a | n/a | n/a |
| Follow Up | None | All | Unchanged | n/a | n/a | n/a |
| Internal Review | None | Internal | Awaiting Review | n/a | n/a | n/a |
| Meeting | None | Sale | Unchanged | n/a | n/a | n/a |
| Message | None | All | Awaiting Customer | n/a | n/a | n/a |
| New Prospect | None | Sale | Prospect | n/a | n/a | n/a |
| No Responses in 72 Hour | None | All | Closed (No Response) | n/a | n/a | n/a |
| Note | None | All | Unchanged | n/a | n/a | n/a |
| Quotation Complete | None | Sale | Awaiting Customer | n/a | Quotation | Sent |
| Quotation Accepted | None | All | n/a | n/a | Quotation | Accepted |
| Review Quotation | None | All | Unchanged | Estimator | n/a | n/a |
| Re-open Ticket | None | All | Awaiting U | n/a | n/a | n/a |
| Resolved | None | All | Complete | n/a | n/a | n/a |
| Re-Order | None | All | Unchanged | n/a | n/a | n/a |
Lookup List Examples
References
- Digital
- Litho
- Large Format
- Labels
- Prospect Referral
- New Sales Enquiry
Lead Sources
- Referrals
- Website
- Mailers
- Advert
- Cold Calling
Printing Size
- A0 (1188x840mm) Portrait
- A1 (594x841mm) Portrait
- A1 (841x594mm) Landscape
- A2 (420x594mm) Portrait
- A2 (594x420mm) Landscape
- A3 (297x420mm) Portrait
- A3 (420x297mm) Landscape
- A4 (210x297mm) Portrait
- A4 (297x210mm) Landscape
- A5 (148x210mm) Portrait
- A5 (210x148mm) Landscape
- A6 (105x148mm) Portrait
- A6 (148x105mm) Landscape
- DL (99x210mm) Portrait
- DL (210x99mm) Landscape
- A3 folded to DL
- A4 folded to DL
- 845 x 2100mm
- 305x215mm (Max flat size = 400x600mm)
- 90x50mm
- 85x55mm
- 203x240mm
Printing Parts
- Magazine Cover
- Magazine Text
- Leaflets
- Business Cards
- Posters
Printing Ink
- CMYK
- 1 Spot
- 2 Spots
- 3 Spots
Printing Substrate
- Bond, White, 80gsm
- Bond, White, 90gsm
- Bond, Tinted, 80gsm
- Coated Gloss Paper, 115gsm
- Coated Gloss Paper, 135gsm
- Coated Gloss Paper, 150gsm
- Coated Gloss Board, 170gsm
- Coated Gloss Board, 200gsm
- Coated Gloss Board, 250gsm
- Coated Gloss Board, 300gsm
- Coated Gloss Board, 350gsm
- Coated Matt Paper, 115gsm
- Coated Matt Paper, 135gsm
- Coated Matt Paper, 150gsm
- Coated Matt Board, 170gsm
- Coated Matt Board, 200gsm
- Coated Matt Board, 250gsm
- Coated Matt Board, 300gsm
- Coated Matt Board, 350gsm
- NCR, CB, White
- NCR, CFB, White
- NCR, CF, White
- NCR, CB, Tinted
- NCR, CFB, Tinted
- NCR, CF, Tinted
Printing Finishing
- Trim to Size
- Roll Fold
- Saddle Stitch
- Perfect Bind