A service request passes through scheduling, a site visit, records, approvals and billing. We find where information is re-entered or waits for clarification.
TriggerRequest
StepAssignment
StepField record
Named personException or approval
ResultCloseoutReady for billing.
- A clear ownerOne person responsible at each step.
- Required detailsAgreed fields every record must contain.
- A way to handle gapsWhat happens when information is missing.
- An agreed final stateEveryone knows when a job is closed.
Before proposing a solution we check that the tools and connections are suitable.
Tell us what you need help with.
Describe one request from start to closeout.