Project Details

Key Sections and Features of the Admin Panel

1. Dashboard

• Overview Statistics: Shows total number of clients, products sold, active warranties, service requests, and any overdue or upcoming renewals.
• Alerts & Notifications: Displays key alerts, such as upcoming warranty expirations, pending service requests, and products that may need renewal.
• Quick Actions: Shortcuts for adding new clients, initiating a service request, updating warranty status, etc.

2. Client Management

• Client Profiles: Create and manage individual client profiles with details like contact information, product(s) owned, purchase date, and service history.
• Service History: Log and view each service provided to the client, including service dates, technician notes, parts replaced, etc.
• Communication: Integrate email and SMS notifications for sending reminders about upcoming service, warranty expirations, or promotional offers.
• Notes Section: Enables admin to add personalized notes or comments on client preferences or past issues.

3. Product & Inventory Management

• Product Database: List of all available RO models with specifications, installation guidelines, and unique product IDs for easy tracking.
• Stock & Inventory: Track the current inventory levels for each model and associated spare parts, including filters, membranes, and pumps.
• Batch Management: Track batches of products sold, associated warranties, and performance metrics to monitor product lifecycle and batch quality.
• Installation Tracking: Log the installation date for each product to ensure accurate warranty management and service scheduling.

4. Warranty & Guarantee Management

• Warranty Details: Track warranties for each product, including start date, expiration date, and coverage specifics (e.g., parts, labor, filters).
• Renewals & Extensions: Allow admins to process warranty extensions or upgrades for clients who want continued coverage.
• Automatic Alerts: Generate alerts for warranty expirations and send reminders to clients for renewals or upgrades.
• Claims Management: Log any warranty or guarantee claims, including the issue details, claim status, and resolution history.

5. Service Management

• Service Requests: Create, view, and manage service requests from clients, including issues, required parts, and resolution actions.
• Technician Assignment: Assign technicians to specific service requests based on location, availability, and expertise.
• Service Scheduling: Schedule and manage service appointments, including upcoming maintenance dates based on client and product needs.
• Service Reports: Record details of each service visit, such as parts replaced, time spent, costs, and client feedback.

6. Parts & Maintenance Management

• Spare Parts Database: Manage spare parts, with details such as part number, compatibility, stock levels, and reorder alerts.
• Maintenance Reminders: Generate reminders for filter replacements, membrane checks, or other routine maintenance activities.
• Maintenance Schedules: Set up recurring maintenance schedules for products to help ensure optimal performance and client satisfaction.
• Service Log for Parts: Track how often certain parts are replaced, to monitor product performance and identify recurring issues.

7. Billing & Payments

• Invoice Management: Generate invoices for purchases, services, warranty extensions, and replacements, with customizable templates.
• Payment Tracking: Monitor payments received, outstanding balances, and payment history for each client.
• Billing Alerts: Send automated alerts for pending payments, due invoices, and renewal costs to clients.
• Discount & Promotions Management: Apply and manage discounts or promotional codes for specific clients or products.

8. Reporting & Analytics

• Client Retention Reports: Analyze client retention metrics, such as warranty renewals, service satisfaction, and repeat purchases.
• Product Performance: Generate performance reports based on product models, warranty claims, service frequency, and client feedback.
• Sales Reports: Analyze sales data, such as total units sold, warranty upgrades, and regional demand patterns.
• Service Efficiency: Monitor technician performance, response times, average resolution times, and service feedback to improve client satisfaction.

9. Admin & Access Control

• User Roles: Define and assign user roles (e.g., Admin, Technician, Customer Support) with different access levels to ensure data security.
• Activity Log: Record all actions taken within the system to monitor usage patterns, identify potential security issues, and track accountability.
• Settings & Customization: Customize the platform for regional offices, language preferences, branding, and other specific company requirements.