Guided request flow
03 / 04Customer Portal
CLIENT TYPE / LOCAL SERVICE BUSINESS
A clearer way for customers to request service.
A focused customer intake experience that turns inconsistent enquiries into structured requests the business can act on.
Customer portalSmart formsWorkflow designCommunication
WORKFLOW VIEW
Designed around the operationService request
Customer needCaptured In workflow
Relevant detailsStructured In workflow
Operations handoffReady In workflow
How work movesSTATE
01RequestConnected
02DetailsConnected
03ConfirmationNext
- Client
- Local service business
- Need
- Requests arrived through phone calls and email with different levels of detail. Staff spent time filling gaps before work could be assessed or scheduled.
- What we built
- SolServe created a guided request experience with conditional questions, clear confirmation and structured information for operational follow-up.
KEY FUNCTIONALITYBuilt around the work
01 02 03 04
Built around the work
people need to complete.
Conditional form logic
Request confirmation
Structured operational intake
Begin with intent
The first step identifies what the customer needs before asking for supporting detail.
Ask what matters
Questions appear only when they help the team understand or prepare the request.
Hand off cleanly
Completed requests arrive in a consistent format for scheduling and follow-up.
OUTCOME
Customers can explain what they need with less effort, and the business receives consistent information ready for triage and scheduling.
Client identity and implementation details are withheld for confidentiality.
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