Organizations follow the Service Scheduling process to ensure that their services and resources are scheduled as optimally and efficiently as possible.
Pipefy´s Service Scheduling Template will help keep track of the process and due dates. It´ll also send automatic emails to the clients with order and shipment information.
See how this template is structured. As this is just an example, you can customize it.
1. Client's information
2. Name
3. Email
4. Phone number
5. Address
6. Service
7. Select a date
8. Requested service
9. Specify
1. Have we already received the payment?
2. Staff members needed
3. Needed resources
4. Will the service be charged?
1. Are all resources available?
2. Missing resources
3. Service date
4. Location
5. Service price
1. Client approval
1. Was the service completed?
2. Did the client pay the fee?
1. Did we receive any feedback?
2. How was the feedback?