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Frequently asked questions
Can I also use Insezo on my mobile phone?
How can you schedule an assignment if the telephone number or e-mail is missing?
How can I register components?
Where can I see if components have been ordered and whether they have been sent?
Where are the outstanding questions and how do I answer them?
Where can I find the answers to my questions?
What is the difference between an admin operator and an operatoruser account?
Selecting a browser
Changing the password
Changing the language
Finding outstanding or completed assignments
Viewing details per company or per brand
Downloading data in CSV and Excel format
Configuring the dashboard
Viewing the latest status of every assignment (Total overview)
Removing ‘Asked questions’ from the dashboard
Creating an assignment
Communication per assignment (chat)
Send an SMS message to the customer or the technician (via the communication section in Insezo)
Using an SMS message to notify customers that the technician is on his way
Assigning assignments to your service partner
Assigning an assignment to one of your technicians
Viewing all completed assignments, including documentation
Orders and packing slips
Overview of technician stocks
Total stock value
Viewing stock history per component
Product and components
Adding a product
Adding a product group
Product information overview
Changing a product
Viewing or coupling components linked to the product
Adding documentation (Documents / exploded view)
Removing a product
Adding a component
Changing a component
Viewing all outstanding assignments in a folder
Checking the agenda featuring all scheduled service assignments
Team members and clients
Viewing, adding, changing or marking team members as non-active
Viewing and adding technicians, and changing their details
Selecting clients for whom work is carried out by technicians (including the fee received by the technician)
Selecting the region for each client where the technician works
Adding technician photo
Entering a period of absence
Viewing, adding or changing clients
Settings and financial
Changing a password
Setting the number of days after which highlighted assignments will be overdue
Changing company details
Viewing, creating or changing error codes
Modifying customer communication messages (SMS and e-mail)
Viewing an invoice overview
Registering products, overview and statistics
Registering complaints, overview and statistics
Downloading the Insezo app on your tablet
Running the wizard off-site
My tablet does not work
Setting up a hotspot
Are you a technician working with Insezo?
Visit Google Play and download the accompanying Insezo app for your tablet free of charge.
This will allow you to use your tablet to complete service assignments at the customer’s home.
Not able to find the answer to your question?
We will be pleased to offer further assistance. Just send your question via e-mail.
We will then try to respond as soon as possible: firstname.lastname@example.org
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