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
- Client’s information
- Name
- Phone number
- Address
- Service
- Select a date
- Requested service
- Installation
- Repair
- Maintenance
- Other
- Specify
Requests
- Have we already received the payment?
- Yes
- No
- Staff members needed
- Needed resources
- Will the service be charged?
- Yes
- No
Resources
- Are all resources available?
- Yes
- No
- Missing resources
- Service date
- Location
- Service price
Pending approval
- Client approval
- Approved
- Not approved
Scheduled
- Was the service completed?
- Yes
- No
- Did the client pay the fee?
- Yes
- No
Customer service
- Did we receive any feedback?
- Yes
- No
- How was the feedback?
Done
Rejected
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