Overview
Service Requests allow customers to schedule service online from available time slots on their local technician's calendar.
Backed by Clypboard's ability to geo-fence technician route boundaries:
And appropriately "lock" orders upon request via the customer or automatically when Service Reminder notifications are sent.
Buy Now
Service Requests are of two types:
- Buy Now
- Callback
Buy Now integrates with your company website such that prospective customers (not already in Clypboard) can purchase the time slot, which automatically creates:
- location
- work order
- payment
Here's the complete Buy Now customer work flow:
You control which Pests/Services are eligible:
Provide minimal information, but enough to create location and verify pest issue:
Company-specific service expectations for customer; customer describes their issue:
Customer selects a window that fits into their schedule, which often is not ASAP.
Visibility
Because no humans were involved in the scheduling, Clypboard distinguishes Service Request orders throughout:
The same calls' dotted-line styling is displayed on the technician's Calls page (Note: technician can also receive calls outside of Clypboard via text or email).
CSRs see the dotted line order on the left, the $89 down payment Service Request confirmation on the right:
Upon completing the order, the technician sees the customer's initial 'Pre-Payment' and collects for the difference and/or writes a proposal:
The Service Request dashboard allows you to track individual requests and analyze the overall effectiveness:
Track how many customers make it through Checkout, or where they bail in the process:
Track how many Service Requests your are receiving and completing, by day:
Callbacks
Customers request Callback Service Requests through their portal:
They can choose their preferred method of Click, Call, or Email.
Choosing Click brings them into the Service Request work flow (without a checkout/payment step):
