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.
See how this template is structured. As this is just an example, you can customize it.
1. Customer's name
2. Email
3. Start date
4. Deadline
5. Installation address
6. Service description
1. Assignee
2. Urgency
3. Select all required equipment
4. Equipment specifications
5. Final cost
1. Call registration
2. Is the visit confirmed?
3. Rescheduled
1. Assign a team.
1. Installation date
2. Attachment
3. Details