Installation service

Template

Manage implementation flow for services receive standardized requests, confirm the visit day for implementation and assign a team. In the end, follow up the completed implementations by sending an automatic satisfaction survey.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

1. Customer's name
2. Email
3. Start date
4. Deadline
5. Installation address
6. Service description

Backlog

1. Assignee
2. Urgency
3. Select all required equipment
- Cable
- Wire
- Hammer
- Screwdriver
- Electrical tape
- Ladder
4. Equipment specifications
5. Final cost

Confirmation

1. Call registration
2. Is the visit confirmed?
- Yes
- Rescheduled
- Canceled
3. Rescheduled

Assign a team

1. Assign a team.

Installation

1. Installation date
2. Attachment
3. Details

Done

Canceled

Welcome aboard

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