Order Handling for Telecom
Template
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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Company name
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2. Contact name
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3. Contact's email
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4. Contact's phone
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5. Service location address
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6. Customer account number
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7. Required service
- Network installation
- Repair or equipment exchange
- Infrastructure maintenance
- Cable replacement
- Subscription plan change with equipment exchange
- Bandwidth upgrade
- Other
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8. Bandwidth (Mbps)
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9. Expected service date
Incoming orders
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1. Order analysis assignee
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2. Urgency level
Customer Agreement analysis
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1. Last payment date
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2. Are invoices up to date?
- Yes
- No
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3. Does the agreement establish any discount?
- Yes
- No
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4. Discount amount
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5. Attach the Customer Agreement
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6. dditional information
Availability check
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1. Can we solve this order in time?
- Yes
- No
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2. Is there available staff in the customer's area?
- Yes
- No
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3. Assigned staff member
Outsourcing
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1. Company name
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2. Contact name
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3. Contact's email
Service
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1. Service date
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2. Was the problem solved?
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3. Will a second visit or remote monitoring be necessary?
- Yes
- No
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4. Second visit date
Billing
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1. Service price
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2. Attach the invoice
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3. Was the invoice sent?
- Yes
- No
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4. Payment date