Status-driven work order flow, customized by product category and retailer needs
Ensures a consistent job process for contractors and a consistent experience for customers
Detailed cycle time tracking for each step in the process
Contractor Dashboard lists all active work orders
Dashboard Alerts notify Contractor when action needs to be taken to ensure timely completion
Role-based access controls to protect sensitive information
Work Order View provides a single location for all work order related information and functionality
Update Project Status
Create, revise, copy estimates
Schedule appointments (estimate and installation)
Create customer Follow Ups
Store project related documents
Track payments
Manage Service Issues
Electronic review and signing of all required paperwork
State-specific Sale Contracts (50 versions for each product category)
HelloSign integration for electronic signature
QR code reader to validate manually prepared and submitted paperwork
Purchase Orders & Delivery module to track Purchase Orders and delivery
Automated Notifications (Emails/Texts/Auto-dialers)
Customers receive automated emails/texts triggered by status, cycle time or other factors
Ensures consistent customer messaging and follow up
All touches provide link to Customer Portal
Manage Service Issues
Status-driven service issue tracking, tied to original work order and estimate
Electronic review and signing of service-related paperwork, incorporated into Customer Portal
Dedicated Customer Solutions Team to coordinate resolution with customer and contractor