Installation service


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


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


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

Assign a team

  1. Assign a team.


  1. Installation date
  2. Attachment
  3. Details



Welcome aboard

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