Maintenance Request
Tenant-reported issue with photos and access times.
WhatsApp automation for Field & Professional Services
Book jobs, dispatch technicians and capture sign-off on site.
Field & Professional Services
Book jobs, dispatch technicians and capture sign-off on site.
Typical customer journey
- Customer requests a service
- Job details form sent
- Technician scheduled
- Site inspection completed
- Customer signs off
Relevant forms
- Maintenance Request
- Site Inspection
- Job Completion Sign-off
Automations
- Technician assignment by area
- Arrival notifications
- Invoice follow-up
Benefits
- Job details before arrival
- Signed completion on record
- Scheduling visible to the whole team
Templates to start from
Site Inspection
Checklist with pass/fail items, photos and sign-off.