Service Scheduling

Template

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.

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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. Client's information

  • 2. Name

  • 3. Email

  • 4. Phone number

  • 5. Address

  • 6. Service

  • 7. Select a date

  • 8. Requested service

    • Installation
    • Repair
    • Maintenance
    • Other
  • 9. Specify

Requests

  • 1. Have we already received the payment?

    • Yes
    • No
  • 2. Staff members needed

  • 3. Needed resources

  • 4. Will the service be charged?

    • Yes
    • No

Resources

  • 1. Are all resources available?

    • Yes
    • No
  • 2. Missing resources

  • 3. Service date

  • 4. Location

  • 5. Service price

Pending approval

  • 1. Client approval

    • Approved
    • Not approved

Scheduled

  • 1. Was the service completed?

    • Yes
    • No
  • 2. Did the client pay the fee?

    • Yes
    • No

Customer service

  • 1. Did we receive any feedback?

    • Yes
    • No
  • 2. How was the feedback?

Done

Rejected

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