One stop repair requests for distributors
Objective: To help reps of a distributor of heavy machinery submit repair requests faster and without errors. Submitting a repair request meant switching tabs, jumping across CRM modules, filtering data, copying serial numbers, manually checking warranty status on external sites, sending emails, creating related records, and hoping nothing was missed. With many new employees joining, things only got slower. They weren’t sure where to look, what steps to follow, or what to do next.
Let's package the entire repair request submission workflow into a single kiosk, so that UI, logic, and automation come together in one place.
Configuration
This kiosk is configured using the following:
- Screens that retrieve and show information to the user, along with buttons to make choices
- GetRecords components that retrieve data from modules in Zoho CRM like Dealers, Equipment Purchases, and Technicians
- A query that makes a REST API call to retrieve the warranty status from the manufacturer's system
- A decision component that automatically chooses paths based on the warranty status returned in the query
- Actions like create record, create tag, and send email notifications that automate as much of the work as possible in each path
In Zylker's case, a total of 28 components were used, along with four GetRecords components and a query.
Navigate to Setup > Customization > Kiosk Studio and click Create Kiosk. After this, you can check out the guide below and configure the kiosk.