Overview - Chapter Three

Once you’ve created a company profile and connected a mobile device, you are ready to use ServiceBridge to complete a company workflow. This chapter will show you how to:

  • Create a customer
  • Create an estimate and assign it to a field worker
  • View an estimate on a iOS (apple) and Android mobile app
  • Create a work order and assign it to a field worker
  • View an estimate on a iOS (apple) and Android mobile app

A typical workflow

 

To show how ServiceBridge works in action, this chapter will walk readers through a standard, which you can seen in the chart above. This workflow has four steps:

  1. A new customer calls the office and requests your company to complete a job for them
  2. Your customer service representative creates a customer record for your new customer; then, your CSR creates job and dispatches it to one of your field worker(s)
  3. Your field worker receives the job on his/her mobile device, completes the work, and updates the job record on his/her mobile device
  4. Your customer service representative invoices the work order

Although this model is too general to match all workflows, it is a helpful example for walking new ServiceBridge users through its functionalities.

To this end, this chapter will cover the first three steps outlined above. The fourth step will be covered in the next chapter, accounting. 

Read on to learn how to create a customer

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