Unwrapping the best practices for the Zoho Desk mobile app: Part 1
In focus: Empowering the field and frontline customer support representatives
Imagine having to carry your computer everywhere to respond to customers, handle escalations, and update your process. This series presents you with efficient tips to handle your ticket operations at your fingertips. The Zoho Desk mobile app helps customer support representatives and managers in an organization make customer service a smooth experience.
Zoho Desk mobile app empowers your teams to manage tickets, provide resolutions, and service customers from anywhere. Let’s see how the Zoho Desk App empowered Omniserve, a field service management firm. Omniserve handles audits, field services, logistics, and customer support across regions. The Zoho Desk mobile app keeps everyone, from technicians to supervisors, synchronized and accountable. Let’s walk through a workday at Omniserve to see how mobile service plays out across different personas.
Omniserve on the move
Mornings at Omniserve feature requests from factory floors to delivery vans. Mobility, accountability, and automation matter the most for on-ground service reps, technicians, and delivery support. With the Zoho Desk mobile app, each agent carries the business in their pocket. Mobile workflows ensure every verification, inspection, and delivery query is completed, verified, and closed from where the action happens.
On-site repair verification
Ross, the field technician, uses the Zoho Desk mobile app to update photos of the repairs at a manufacturing unit to submit them as a repair verification ticket update.
In the Zoho Desk mobile app, you can attach photos before and after the repair, within the tickets, for better tracking. You can mandate this action by configuring mandatory attachment fields for ‘Repair Verification’ forms to ensure proof-based submissions.
In the Zoho Desk mobile app, you can attach photos before and after the repair, within the tickets, for better tracking. You can mandate this action by configuring mandatory attachment fields for ‘Repair Verification’ forms to ensure proof-based submissions.
Blueprint setting the process
In the audits section, Melissa, the Quality Supervisor, conducts factory audits with multiple checkpoints, including safety, cleanliness, and equipment functionality. The Blueprint feature enables multi-step business processes with mandatory transitions in the mobile app. Configure SLAs at each state to ensure each checkpoint is completed within timelines. Blueprint can be executed on the Zoho Desk mobile app, too.
Agent’s status change
Daniel, an on-site field representative, replies to a ticket and then manually changes the status to "Field Work". This repetitive action led to the chance of being missed while handling multiple field services. Zoho Desk's web portal provides an option to configure Reply + Status Change in the web version. This can be enabled in the Zoho Desk mobile app to ensure compliance in one tap.
IM utility templates
As the evening rush hits, Lily from Delivery Support juggles dozens of customer pings about package delays. She has to respond swiftly but keep replies accurate and calm. The IM Module in the Zoho Desk mobile app is enriched with WhatsApp utility templates. This speeds up response time without losing tone during high-volume hours.
Tips at a glance
Mobile workflows can help you offer efficient support to your customers as well as manage internal operations effectively with the Zoho Desk mobile app. Configure mandatory attachment fields for service verification forms to ensure proof-based submissions.Use a Blueprint to design multi-step audits with clear state transitions. Configure SLAs at each state to ensure each checkpoint is completed within timelines.Configure Reply + Status Change on the web and enable it in the Desk's mobile app to ensure compliance in one tap from your Zoho mobile app.Use the IM Module in the Zoho Desk mobile app. Speed up response time without losing tone during high-volume hours with the help of WhatsApp utility templates.Refer to our ATE 24 discussions on Zoho Desk's mobile experience
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Register for Zoho Desk Beta Community
With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our featuresShare your Zoho Desk story with us!
Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge.Tip #1: Learn to pick the right channels
Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal. When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues.Welcome to Zoho Desk Community - Say hello here!
Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined hereWebinar 1: Blueprint for Customer Service
With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing
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