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

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