Peak Helpdesk / For operations
Some requests can only be solved on site.Then planning is what counts.
Between ticket and appointment there are calls, spreadsheets and a look into the stockroom. Peak Helpdesk plans the visit straight into the technician's own Peak Calendar, shows the day route with a Google Maps link and keeps the van as a stock location with a refill list.
Put the goal into words. Add perspectives and timing right below.
Try it on a local sample visit.
Ticket / visit / report
What happens between ticket and solution.
- Plan
- Visit in the technician's Peak Calendar, linked to the ticket.
- Drive
- Day route with all visits and a Google Maps link.
- Report
- Visit report on the ticket, material from the van stock.
Your small visit plan
From three answers to a visit with a date.
Describe the request, who goes and what has to come along. The preview shows the path and stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three questions. One planned visit.
Draft · not yet put together
- The visit
- Still open
- The technician
- Still open
- The material
- Still open
From ticket to a completed visit
One ticket. With a plan.
The visit stays part of the ticket: whoever opens it sees appointment, report and material. Calendar entries stay private in the technician's calendar.
- 01Plan
Schedule the visit.
PlanVisit in the technician's Peak Calendar, linked to the ticket.
From the ticket you plan an appointment in the responsible person's Peak Calendar. You see conflicts in the day plan beforehand.
Ticket → visit on Tuesday (sample) - 02Drive
Route and material.
DriveDay route with all visits and a Google Maps link.
The day route orders the visits with a travel buffer. The van stock shows what is on board and what needs refilling.
Route → Google Maps · refill list - 03Zamknij
Report and solved ticket.
ReportVisit report on the ticket, material from the van stock.
The visit report is attached to the ticket. Then the team sets the status to “Solved”. In the example this becomes a visit note.
Sample artifact → visit note
The next proof is the product
Plan the next visit from the ticket.
In Peak Helpdesk under “Visits” you see planned appointments, the day route and the van stock. Calls via sipgate can be taken over as phone tickets.
Start Peak HelpdeskPeak Helpdesk / Your next step
A visit only needs a person, a date and the right part.
Try the flow on your example. Then plan the next real visit from Peak Helpdesk.
See the ops flow
One visit. One report. One solved ticket.
Visit report on the ticket, material from the van stock.
Frequently asked questions
Where does a planned visit go?
In the technician's own Peak Calendar, linked to the ticket. Calendar entries stay private.
Does Peak Helpdesk order spare parts?
No. The van stock shows inventory and a refill list. You do the ordering yourselves.
Can I turn calls into tickets?
Yes, via sipgate. An answered or missed call can be taken over as a phone ticket. Automatic intake via webhook is planned.