How Extra Products Work
How Extra Products Work
The "extra products" are additional services to the product that are eventually proposed to the customer by the agency where the need arises.
Usually an extra product is proposed to the customer when, for various reasons, the investigations are prolonged compared to the time set, therefore examples of extra products could be additional km than those included in the service, or a full day of 8 hours more of survey activity, or a half day of 4 hours.
The agency can propose the extra product by entering, from the Case Management panel, into the case in question, going to the Story Line tab and clicking the orange button at the bottom right (under the storyline map) "Offer an extra service to the customer".
The customer will receive both an email and a notification containing all the details of the extra product, including the reason for the purchase proposal. By clicking on the blue "Purchase Proposal" button, the customer will be redirected within the platform and, after logging in, can decide to accept the extra product proceeding with the purchase, or reject it.
In case of acceptance of the purchase proposal, we will proceed with the checkout, which in this case provides as payment method only credit card since, being an investigation already in progress, it is not possible to wait 5 days for the validation of the payment by bank transfer.
If the purchase proposal is rejected, the agency can choose between the suspension of the case and the closure of the case, which however will contain only the information collected until that time.