Direct Access to the Activity History Pre-Sale and APV (support)


• Centralization of all the information of its stakeholders (suppliers, contractors, Customers, etc);

• Automatic association of e-mails to the respectives entities;

• Access to technical information specific to each customer;

• Document Archive (Contracts, guarantees, Datasheets , etc.);

• Planning interventions with warnings via e-mail , pop-ups or sms.

• Access to management reports with information about the pending proceedings;

• Registration and control of support activities and operations;





Do you lose track of the number of intervention processes pending?

With a minimum number of clicks, you can have a complete view of the open processes that awaits resolution or analysis. With the use of States and Substates of each type of Process, you can, with some urgency, manage all pending operations in each department and determine the urgency of each situation and timetable the respective intervention.


Do you struggle with the difficulty in efficiently managing your retainer contracts?

Record the daily work of the team by imputing it correctly to Retainer Contractwith their customers.
Impute and control the Hour limit or Incidents that characterizes each agreement.


Do you need to store and protect technical data of customers, especially for those who do technical assistance?
The ToBeFlow implements the concept of Attributes of the Entity: a set of Dynamic information (in this case technical), duly protected and accessible only to those who need them. The goal is to register data of the customer's system, essential for their technical teams to ensure the planned or requested interventions.


Is it difficult to demonstrate to your clients the time that, in fact, is invested in the resolution of their problems?

The ToBeFlow allows you access to detailed maps of their activities, where you can prove all the time invested in an Entity or subject. This information plays an important role when it comes to the viability of an Retainer Contract, or even demonstrate to your customer volume of interventions.


Quality Control in provided services

Regardless of the Technician, the subjects have a single follow-up.

The ToBeFlow allows you to pre-define ACTION PLANS model for each type of Process.

This plan is a set of Tasks, with according Dates and Deadlines and forms the starting point of the actions of the technician that will follow the process. It can always be later adjusted.
This initial calibration ensures uniformity of procedures.

Management of planned interventions

The planning of interventions is the only way to ensure fluidity in the resolution of pending cases.

The ToBeFlow allows you to regulate the activity of your teams, resulting in a more effective management of technical calendars.

The objectives are clear: lower the response time, determine the degree of priority of each request, distribute and monitor the workload by technical elements.

Optimize the movements of your Teams

The ToBeFlow offers an Agenda for each employee. The Resource Agenda (cars, rooms, etc. ) are unlimited.

What more do you need to optimize the movements of your teams on the ground?

This system of Schedules allows you to:

‣ Distinguish the various markings, by TYPE
‣ Determine the degree of Privacy of each agenda
‣ Manage resource allocation
‣ Program interventions on site, thus optimizing the movements
‣ View Public Holidays/non-working day
‣ View all Planned Tasks, by overlapping with the personal Schedule
‣ Control the Deadlines for each Task, in addition to the date of implementation planned
‣ Set Reminders of proximity warning of a marking

Access to all e-mails exchanged within the framework of a Assistance

Access to e-mail exchanged with a particular Entity is facilitated with the use of the ToBeFlow. Regardless of the employee or the email address used, the message is automatically copied to the Emails of the Entity.

Your customer has several contacts with several email addresses ? The messages are registered, in the same way!

This classification system has the following characteristics:

‣ Works transparently to users
‣ Is executed automatically and scheduled, privileging the hours less work with the platform
‣ Allows delete domains and addresses in this process, in order to ensure confidentiality

Drag, Sort, Store and then See

You can Drag'n Drop files directly to the platform

The ToBeFlow allows you to a Digital file and Organized documents, so you can see them in total mobility.

‣ Access to Technical Manuals and Warranty Certificates
‣ File a Licensing file, an Excel or a database
‣ Distribute Standards and Internal Procedures for your teams
‣ Control different file versions
‣ Set the privacy of each document, ensuring access to only certain departments or groups of users

Preserve the knowledge of your organization

When Faced with a problem, no need to start again.

The analysis of issues previously addressed by the team is a collection of unique knowledge to preserve at all costs in your organization.

The daily record of activities allows more than the allocation of hours to an Retainer Contract or customer. Allows first person reports of the steps taken for the resolution of a problem.

For research on the Subjects of each Process, we have access to all of the operations performed in this context, as well as the hole reports.

Efficient Management of Retainer Contract

Decide in an assertive manner the allocation of costs to customer?

Learn about the available Retainer Contract by each Customer, as well as their Balances, where these have Global or Monthly limits, Hours or Incidents, is an especially importante feature.

The terms and conditions of each agreement will be defined in each case and determine the behavior of the platform.

Register Technical information

In ToBeFlow, the set of technical attributes that classifies an Entity is variable.

The ToBeFlow implements the concept of Technical Attributes: a set of Dynamic information (in this case technical), duly protected and accessible only to those who need them.

The goal is to register data of the customer's system, essential for their technical teams to ensure the planned interventions or requested.

Remote Macros

Reconhecendo a importância de que o seu tempo deve ser investido em atividades prioritárias...

  • Com o JurisFlow poderá usufruir de um conjunto de funcionalidades que permitem automatizar tarefas rotineiras sobre plataformas externas (Citius, GPESE e Portal das Finanças)

Acesso Online

Sabendo que grande parte dos pedidos dos seus clientes se destinam a conhecer o ponto de situação de determinado processo...

  • Com o JurisFlow, através de um acesso online, o seu cliente poderá conhecer o estado atual dos seus processos, bem como, comunicar consigo, através de um canal específico