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Configure & Customize

Configure, Customize, and Perfect The Ideal Solution For Your Organization

Configure, Customize, and Perfect

Your customer support software needs to meet the demands of your customers. It needs to be versatile, changeable, and functional, all at the same time to optimize customer management. With PhaseWare you have the ability to configure, customize and even perfect the product to suit your needs exactly.

CONFIGURE IT
CUSTOMIZE IT
PERFECT IT
Configure the Terminology

Terminology

Tracker can be configured to use your terminology to reflect terms used in your your business (Tickets, Agents, etc.)

Business Rules

Business Rules

Configure the Event Engine and match your business rules to how you do business. Notify and escalate based on those rules.

Configure WorkFlows

Workflow

The flow of information can be configured into the PhaseWare system so that it is unique to your operation.

Deployment Types

PhaseWare Cloud vs. On-Site Deployment

Unlike the competition, we do not force our customer to use one deployment method over the other. Every business has unique installation and data management needs. PhaseWare will help meet those needs by installing on your own servers or allow you to use our secure servers to run your system. With PhaseWare the choice is yours.


Learn More ›
Desktop, Tablet, and Mobile Support

Desktop, Tablet and Mobile

Whether you are at your desk or on the move, PhseWare will deliver a powerful solution for every scenario. Tracker Beyond works seamlessly on both Mac and PC as well as iPad. Our new iOS and Android versions of Tracker and SSC will keep your team and customers notified wherever they go.

Customize Screens and Panels

Screens and Panels

Modify multiple screens and on-screen panels to include the information you team needs on a daily basis.

Customize Field Labels and Colors

Field Labels and Colors

Configure the fields you want, use the labels you want, and use the colors that make sense to you.

User and Contact Security

User and Contact Security

Full control over the security settings for your users and contacts. Keep everything under control.

Screen Customization

Screen Customization

With PhaseWare you will have access to Screen Designer - a built-in feature that allows you to edit the various screens inside of Tracker to meet your requirements. Screen Designer uses drag-and-drop functionality which is easy to use and will have the software looking how you want it in no time.

SSC Customization

SSC Customization

Like with PhaseWare's Tracker, the Self Service Center can also be customized to meet your customer's self-service needs. You can add and remove menu items, customize the home page, colors, banner, and much more. Brand your SSC to match your organization.


Learn More ›
Favorite Searches, Dashboards

Favorite Searches, Dashboards

Add, edit, and remove Favorite Searches. You can use your favorite searches to quickly bring up tickets based on saved search criteria. With PhaseWare you can also put together custom dashboards with your choice of widgets and various layouts.

Advanced customization to achieve the perfect solution for your business/organization.

Perfect your Solution

Perfect your Solution

When you are done configuring and customizing your PhaseWare product using our various easy-to-use tools, you can determine if custom programming is needed to further perfect your solution. Our highly skilled development team can take your customer service solution to the next level. Feel free to contact us to learn more about our advanced customization options.


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Learn more about PhaseWare

If you think PhaseWare would be a good fit for your company or organization, please feel free to contact us. A friendly member of our team is only a click away.

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FEATURES
FEATURES
  • Customize & Configure
  • Advanced Reporting
  • Live Chat
  • Visual WorkFlows
  • Customer Management
  • SLA Management
SOLUTIONS
SOLUTIONS
  • Customer Service & Support
  • Complaint Management
  • Knowledge Management
  • Help Desk Management
  • Issue Tracking
  • Mortgage Solution
PRODUCTS
PRODUCTS
  • Tracker Beyond
  • Tracker Desktop
  • Tracker Mobile
  • Self Service Center
  • SSC Mobile
  • Event Engine
Start My Free Trial

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Support: 866-838-4789
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