Client Management and CRM

Q: Can customers view and manage their tasks in SendWork?

A: Yes, customers can view and manage their tasks, including their request history and completed tasks, in the Task Management section of the SendWork platform.

Q: How can customers sort their tasks?

A: Customers can sort their tasks by date (Newest/Oldest) or by status, such as Accepted, Awaits Payment, Paid, In Progress, Done, Dismissed, and Refunded.

Q: How do customers submit support tickets for jobs?

A: Customers can submit support tickets for jobs through the Tickets tab in SendWork. They can view active tickets as well as their ticket history.

Q: Can managers assign tasks to staff members and set prices for them?

A: Yes, managers can assign tasks to staff members and set prices for them in the Task Management section. After setting a price, the task is returned to the customer for payment and then automatically sent to the assigned staff member for fulfillment.

Q: What options do staff members have for managing their tasks in SendWork?

A: Staff members can manage their tasks by completing tasks in progress, starting new jobs for paid tasks, and resubmitting rejected tasks. They can also leave comments on tasks visible only to their manager.

Q: Can staff members view their task deadlines on a calendar?

A: Yes, staff members can view their task deadlines on a calendar in SendWork, helping them with personal time management.

Q: How does SendWork’s CRM system help with client management?

A: SendWork’s CRM system streamlines client management by providing tools for customers to submit and manage requests, managers to assign and price tasks, and staff members to track and complete their tasks. This integrated system ensures efficient communication and collaboration among all parties involved in the service process.