B2B Service and work order without asset and adding the asset details back process
Summary:
Greetings,
We seek the best practice or process solution for the following scenario:
When the call center service team receives a call from a customer requesting machine service but the customer does not have the asset or serial number details, the call center representative creates a Service Request without asset details and an OFSC Work Order without asset details, using a one-time address for dispatch.
The technician then goes to the client's site, completes the activity with a debrief, collects the asset and serial number details, and shares this information with the call center team via notes to update the records.
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