RM Web

Communicating with your team

Setting actions:
When you're out of the office or wandering around the depot, you still want to deliver a high standard of customer service by ensuring tasks are completed on time. With the action management system in RM Web, you can assign tasks to colleagues on the fly when responding to poor customer feedback, to prevent delays in resolving their issues due to not being near to your desktop PC. These actions might include:

• Following up equipment breakdowns 
• Chasing payments
• Performing background checks

Handling customer queries

Whilst on a customer site, you will be able to serve your customers better by being able to answer questions that usually you would only be able to answer on return to the office. With RM Web, you can be more professional and equipped to deal with ad-hoc queries instantly by being able to:

• Search for quotes and contracts by job number, PO, company or depot.
• See more detailed contract information including invoices and hire rates.
• See customer notes and preferences.
• View outstanding balance with credit check status, aged debt and transaction details.
• Create a follow up action.

On site, you may also be asked about equipment availability. Using RM Web you will instantly be able to:

• Search by item with options to filter by sub category, itemised and non-itemised items and consumables.
• View equipment subgroup images, accessories, specifications, availability statistics and standard hire rates along with a dropdown for customer specific pricing.
• See equipment by its current and future availability status.

Invoice queries

Handle any invoice queries with ease. With RM Web you can:

• Lookup the exact invoice value, see invoice calculations, check due dates and obtain ‘copy invoices’ to resend to customers by email.
• Search for invoices by contract, job number, purchase order number, customer or depot.
• Create a follow up action.

Workshop Status

Both your depot and workshop managers need to keep a close eye on workshop productivity and efficiency. With RM Web, not only can you see an overall picture of your workshop activity, you can also:

• Search for specific jobs by works order number, works order type and depot
• Filter these by created, approved, awaiting parts delivery, stock available and works order status.
• Create a follow up action.

View company information

Your depot managers may also want to be able to walk around the depot and still be able to answer calls and handle outstanding jobs and queries. With RM Web they can view:

• A dashboard of live and booked contracts
• Open and accepted quotes
• CRM categories and business classes
• Downloadable PDF quotes
• Hire prices, discounts, company VAT and registration numbers
• Financial status & details
• Invoices
• Purchase Orders

Managing your suppliers

Keeping on top of purchase orders is key to improving your supply chain. From workshop spares and consumables, to the original asset purchase, you need to make sure that the requested parts will arrive on time and the movement of equipment from the workshop to inventory is as efficient as possible. In RM Web, selected users can authorise a Purchase Order on their mobile device for faster processing of POs. You can also filter your POs by:

• Created
• Authorised
• Current Status