Helpdesk for NDT Inspection Companies — Atlantis NDT Inspection Software

Client enquiries and service requests handled through CRM, email and the website

Overview

The Atlantis NDT ERP does not include a dedicated helpdesk ticketing app as standard. Client communication for an NDT company is handled through the apps it does include. Website enquiry forms feed the CRM directly, so a request for an urgent callout or a new scope lands as a lead with service type, industry sector and site country. Existing clients' messages are handled through email and Discuss, with Calendar and To-do for follow-ups. Report queries are answered from NDT Reports, where each report shows its status, references and signatures, and a reissued PDF can be produced from the stored report. Surveys collect client feedback after a job. If you need formal ticketing with categories and response targets, that is configured during implementation as part of the agreed scope.

Why inspection and testing businesses run it differently

Most client queries to an NDT company are about a specific report or a request for more work. Because reports are stored with their workflow status, references and signatures, the answer to a report query is usually a lookup. New work requests entered through the website become CRM leads with the details operations needs to judge crew and timing.

Capabilities

Website enquiry forms feeding the CRM
Leads with service type, industry sector, site country and estimated technicians and days
Email and Discuss for client and internal communication
Calendar and To-do for follow-ups
NDT Reports lookup for report status, references and signatures
Surveys for client feedback
Contacts for client and site contact records
Formal ticketing configured during implementation where required

How the workflow runs

A client submits a request through the website or by email. New work, such as an urgent callout, becomes a CRM lead with service type and site country, and follows the normal quotation path so operations can check crew availability in Team Assignments before committing. Questions about an existing report are answered by opening the report in NDT Reports, where its status, references and signatures are visible, and, if needed, producing the PDF again. Internal discussion happens in Discuss, and follow-ups are tracked with To-do and Calendar so nothing depends on one person's memory. After a job, a Surveys form asks the client for feedback.

Standards and compliance covered

ISO 9001:2015 customer communication and feedback
Client report retention requirements met through stored reports
Data protection requirements configured per region
Client contract terms recorded on projects
Formal complaints handling configured during implementation where required

Integrations

Open REST API — SAP, Maximo, NetSuite and any other system that accepts API connections
CRM
Website (enquiry forms)
NDT Reports
Surveys
Discuss, Calendar and To-do

Measured impact

Enquiries stop getting lost in personal inboxes because web requests land in the CRM. Report queries are answered quickly from stored reports. Client feedback is collected consistently rather than informally.

Frequently Asked Questions

Is there a ticketing system?

Not as a standard app. Client requests are handled through CRM, website forms, email and Discuss, and formal ticketing is configured during implementation if you need it.

Can we resend a report the client has lost?

Yes. Reports are stored in NDT Reports with their status and signatures, and the PDF can be produced again.

Can we collect client feedback after a job?

Yes. Surveys can be sent to clients after a job is closed.

Compare the platform before you shortlist

Most companies arrive at a city page and actually want one of three things. If you are evaluating systems, start with NDT inspection software — what inspection companies actually need. If report turnaround is the pain, go to NDT reporting software compared. If the question is whether a generic system could work, read why generic ERP breaks on inspection work and the NetSuite comparison.

Request a demo or a tailored quote — tell us methods, levels, headcount and timing, and a consultant calls you back prepared.

Also useful: inspection management software for companies inspecting other people's assets, the full business management platform, and the evaluation checklist to run vendors against before you demo anything.