How Service Ocean 360 works
A short guide to each part of the app: what it is for, its steps, and where to find it. The same guides are in the app, under Help and support.
Start
Your first steps
What to set up before the first case opens.
Build
Build a journey
A journey is the path a service takes: its stages, who acts at each, and what happens between them.
Forms and their questions
Forms ask the client or your team what a case needs to know.
Actions that run by themselves
An action hears something happen on a case and takes the next step for you.
Documents to collect and issue
What each client sends you, and the documents you issue to them.
Services and public requests
A service is what clients can ask you for, from your public page.
Work
A case, from start to end
A case is one client's request, moving through its journey.
My work and team work
What is yours to do today, and what waits for your team.
Messages to clients
Clients hear from you on WhatsApp, SMS, email or Telegram.
Money on a case
Prices, payments, invoices and refunds, kept with each case.
Meetings and the calendar
Meetings booked on cases, by your team or by clients.
Insights
Measures and reports
Figures of your work, kept each night and read at any time.
The company
People and roles
Who works here, and what each person may do.
Settings
How your company works in the app, for its admins.