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Interactive website journey · Complexity 1/4 · Field services

Structured intake for urgent field services

A mobile-first front door that turns an unstructured service request into clear work for the team behind it.

Open working demonstration Review a similar opportunity

Urgent requests often begin with a phone call or WhatsApp message containing too little context to quote, prioritise, or dispatch confidently.

TradesPro and the demonstration data are fictional.

Before

  1. 1Generic “call me” request
  2. 2Location and problem details gathered manually
  3. 3Information copied into another tool
  4. 4Customer phones again for status

Representative working flow

  1. 1Service and urgency selected
  2. 2Location and useful details captured once
  3. 3Structured hand-off to WhatsApp, dispatch, or CRM
  4. 4Clear acknowledgement and next step

One connected system

What the customer sees—and what the operation needs.

Customer-facing surface

  • Mobile-first service journey
  • Progressive quote request
  • Trust and service-area guidance
  • Explicit confirmation state

Operational surface

  • Structured request record
  • Priority and routing inputs
  • Integration-ready hand-off
  • Status and exception path

Safeguards and control

  • Human review before commitment
  • No sensitive data requested
  • Accessible form controls
  • Failure and recovery states

Designed outcome

Designed to shorten the distance between “I need help” and a request the right person can act on.

Baseline the constraint. Define the success measure. Instrument the workflow so operational value is visible.

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