Claims & Service Management
How to convert an estimate into an invoice?
Once an estimate is approved by the highest authority, it signifies that the proposed costs and details are accepted. After approval, the estimate can be converted into an invoice to finalize the process. Step-by-Step Guide to convert an Estimate ...
How to generate estimate on a claim and send for approval?
This guide provides a simple and clear process for generating an estimate on a claim using the Dyrect Client Portal. It covers the necessary steps to create, save, and submit estimates for approval, ensuring a smooth and efficient workflow for claim ...
What is Estimate?
An estimate is a document that outlines the expected costs, quantities, and timelines associated with a claim. It helps provide clarity to the customer about the resources and expenses involved in addressing their claim. Components of an Estimate ...
How to Respond to a Customer’s Claim?
Responding to a customer involves providing updates on their inquiry or concern, reassuring them of the progress regarding their claim, and offering assurance about its resolution. Clear communication fosters trust and satisfaction. Step-by-Step ...
How to create a Warranty Claim?
A warranty claim is a formal request to address and resolve issues with a product covered under warranty. Customers can either submit the request directly or have it handled by the client through the back-office system. This guide explains the ...

API Documentation

Access comprehensive Developer API documentation at https://api.dyrect.co to integrate and enhance your applications with our platform.

Popular Articles
How to generate Serialized Codes?
In Dyrect, serialized codes are unique identifiers such as numbers or QR codes assigned to each product. These codes enable tracking and managing product details. Customers can scan QR codes to verify product authenticity, earn loyalty points, and ...
How to Edit/Update Privacy Policy?
The Privacy Policy explains how user data is collected, used, shared, and protected. It includes details about the information gathered and how it is secured. Keeping the Privacy Policy updated is essential to ensure transparency and compliance with ...
How to change Profile Password?
This document provides a step-by-step guide on how to change your profile password in the Dyrect portal. The profile password is a key security feature that ensures only authorized users can access their accounts and the functionalities of the Dyrect ...
How to Add a Single Product?
Products are the items or catalogs that will be displayed to the customers. Each product typically has its own detailed page or listing where customers can view information such as descriptions, images, and specifications. These pages are designed to ...
How to Add New Customers?
The customer is the individual who is registered in the client's portal as a user. Customer can be added by the clients themselves by using their portal. They can add a customer and can also edit them if they want. Step-by-step guide on How to add ...

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