InsightLoop Use Cases

Customer Summary

InsightLoop’s Customer Summary feature provides a comprehensive overview of each customer’s service history, preferences, and current priorities. By consolidating critical information into an easy-to-read format, this feature equips service managers and technicians with everything they need to deliver personalized, efficient support.

Customer Summary is ideal for: 
IL-Technician
Technician
IL-ServiceCenter
Service Agent
IL-ServiceManager
Service Manager

Service History Overview
Quickly review total service jobs, closure rates, and trends compared to global averages to understand the customer’s unique service profile.

Service Level Agreements (SLAs)
Access SLA documentation and ensure all commitments are met, with flags for unresolved or violated SLAs.

Proactive Planning
Identify upcoming maintenance schedules or potential risks, enabling proactive service delivery.