Service requests
Track this workflow with controlled records, ownership, status changes and reporting.
All solutions
Service Business CRM CRM
CRM for service requests, appointments, technician jobs, work orders, recurring service and warranties.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Job cards
Track this workflow with controlled records, ownership, status changes and reporting.
Technician assignment
Track this workflow with controlled records, ownership, status changes and reporting.
Recurring service
Track this workflow with controlled records, ownership, status changes and reporting.
Before after photos
Track this workflow with controlled records, ownership, status changes and reporting.
Warranty tracking
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.