Introduction to the Administrator Service
Once you’re live and you’re enjoying the benefits of your Workbooks CRM system, you may find that you would like to make further changes to the system, such as creating a new set of reports, or implementing a process button to automate a manual task.
Workbooks has been designed to be easy to customise, and with basic training many customers can carry out this kind of work themselves. However, if you feel that you will need additional support or assistance, the Workbooks Administrator Service allows customers to use the Workbooks support team to carry out system administration tasks which are not covered by the standard support offering. (The standard support offering is included as part of your Workbooks subscription.)
Whether you feel that the changes you’d like to make are too challenging or time-consuming for you to carry out internally, we offer the support and technical expertise to help you get the most of your Workbooks CRM system.
We offer the following CRM administration tasks, and more:
- Importing Data
- Adding Custom Fields
- Writing Reports
- Updating/Amending Templates
- Remote Training
Here's how it works...
In each of these cases, the Workbooks application has been designed to enable customers to perform these CRM administration tasks themselves. However by subscribing to the service, our support team will carry out those administration tasks for you, in exchange for Service Administration Credits.
Whether you find the task too complex, or you simply just don't have the time to complete it yourself, our support team would be more than happy to carry out such tasks for you. Our team does the necessary configuration or administrative work required and your business benefits directly as a result.
The number of credits required to complete each task will vary depending on the complexity and detailed requirements of that specific issue, but we will provide a quote for each service request based on your individual requirements.
Workbooks customers can raise a request a piece of work by visiting the Knowledge Base and filling out the request form.
|4 admin credits (2 hours)||£300|
|8 admin credits (0.5 days)||£500|
|16 admin credits (1 day)||£850|
|32 admin credits (2 days)||£1,700|
|48 admin credits (3 days)||£2,550|
|64 admin credits (4 days)||£3,400|
|80 admin credits (5 days)||£4,250|
Below is a guideline to the amount of credits that may be required for common tasks:
|Requirements||Credits Required (Example)|
|Add a custom field||1 credit|
|Add several custom fields||2 credits|
|Write a report||2 - 3 credits or more depending on scope|
|Update an existing PDF template||2 - 4 credits depending on scope|
|Produce a new PDF template||8 - 16 credits depending on complexity|
|Data import||10 - 20 credits or more depending on complexity|