Pipefy’s Order handling for Telecom template helps you manage all of your customers’ orders. From the arrival of the request to the actual invoice receiving, it will also help you in deciding if there is a need to outsource the service.
See how this template is structured. As this is just an example, you can customize it.
1. Company name
2. Contact name
3. Contact's email
4. Contact's phone
5. Service location address
6. Customer account number
7. Required service
8. Bandwidth (Mbps)
9. Expected service date
1. Order analysis assignee
2. Urgency level
1. Last payment date
2. Are invoices up to date?
3. Does the agreement establish any discount?
4. Discount amount
5. Attach the Customer Agreement
6. dditional information
1. Can we solve this order in time?
2. Is there available staff in the customer's area?
3. Assigned staff member
1. Company name
2. Contact name
3. Contact's email
1. Service date
2. Was the problem solved?
3. Will a second visit or remote monitoring be necessary?
4. Second visit date
1. Service price
2. Attach the invoice
3. Was the invoice sent?
4. Payment date