Request-to-schedule workflow
04 / 04Internal Platform
CLIENT TYPE / SERVICE OPERATION
Connecting service requests, scheduling and customer records.
An operations platform that connects incoming work with scheduling, pricing, customer context and job status.
OperationsSchedulingCustomer managementConnected workflows
WORKFLOW VIEW
Designed around the operationService operations
RequestConnected In workflow
ScheduleShared In workflow
Customer contextAvailable In workflow
How work movesSTATE
01IntakeConnected
02ScheduleConnected
03Job recordNext
- Client
- Service operation
- Need
- Scheduling, customer requests, pricing and field work were managed as separate processes. A change in one place did not reliably reach everyone affected by it.
- What we built
- SolServe brought requests, schedules, job details and customer records into a shared operational workflow.
KEY FUNCTIONALITYBuilt around the work
01 02 03 04
Built around the work
people need to complete.
Shared job status
Customer and job records
Pricing and payment context
Connect the request
Incoming work moves into planning without being re-entered between tools.
Coordinate the day
The schedule shows the operational state of each job, not only its place on a calendar.
Keep the record together
Customer, job, pricing and payment context stay linked throughout the workflow.
OUTCOME
The business gains a common view of upcoming work, job status and customer context from request through completion.
Client identity and implementation details are withheld for confidentiality.
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