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
- Customer’s name
- Start date
- Deadline
- Installation address
- Service description
Backlog
- Assignee
- Urgency
- Select all required equipment
- Cable
- Wire
- Hammer
- Screwdriver
- Electrical tape
- Ladder
- Equipment specifications
- Final cost
Confirmation
- Call registration
- Is the visit confirmed?
- Yes
- Rescheduled
- Canceled
- Rescheduled
Assign a team
- Assign a team.
Istallation
- Installation date
- Attachment
- Details
Done
Caceled
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