1. Capture the request
A customer submits an issue through an approved intake channel. The work record holds contact details, service address, issue description, and requested timing. Routing rules determine whether it enters today's queue, a scheduled list, or after-hours review. The office can see how it arrived.
2. Assign the next action
Dispatch identifies the owner of the call and its priority. The technician sees the information needed for that job. An accepted assignment updates the shared status, while unassigned or held work remains visible to the office. Repeated taps should not create duplicate assignments.
3. Record progress in the field
The technician records travel, arrival, and the work performed through the agreed mobile flow. Photos and notes stay on the job record. Customer messages follow the configured event and consent rules. An unexpected condition can create an exception for the office instead of forcing the technician to guess.
4. Review the closeout
Completed field work enters the appropriate review state. The office checks required information, identifies follow-up work, and prepares the next billing action. The example does not assume every completed job should automatically create or charge an invoice.
5. Update management reporting
The dashboard reflects the recorded status and the daily summary uses the agreed completion rules. Managers can open unresolved exceptions and see which work still needs attention. This is the point of connecting the workflow: fewer people need to copy and explain the same update.
Design your version
Bring a recurring job type and an example of what goes wrong today. We map its roles, data, statuses, customer messages, and review requirements. The final design depends on your tools and operating rules. Explore the interactive sample on the homepage or book a demo to discuss your workflow.