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.

Start Form

  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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