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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  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
    • Network installation
    • Repair or equipment exchange
    • Infrastructure maintenance
    • Cable replacement
    • Subscription plan change with equipment exchange
    • Bandwidth upgrade
    • Other
  8. Bandwidth (Mbps)
  9. Expected service date

Incoming orders

  1. Order analysis assignee
  2. Urgency level

Customer Agreement analysis

  1. Last payment date
  2. Are invoices up to date?
    • Yes
    • No
  3. Does the agreement establish any discount?
    • Yes
    • No
  4. Discount amount
  5. Attach the Customer Agreement
  6. Additional information

Availability check

  1. Can we solve this order in time?
    • Yes
    • No
  2. Is there available staff in the customer’s area?
    • Yes
    • No
  3. Assigned staff member

Outsorcing

  1. Company name
  2. Contact name
  3. Contact’s email

Service

  1. Service date
  2. Was the problem solved?
  3. Will a second visit or remote monitoring be necessary?
    • Yes
    • No
  4. Second visit date

Billing

  1. Service price
  2. Attach the invoice
  3. Was the invoice sent?
    • Yes
    • No
  4. Payment date

Finished Campaigns

Pending payment

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