Customer-facing surface
- Mobile-first service journey
- Progressive quote request
- Trust and service-area guidance
- Explicit confirmation state
All work
Structured service journey · Interactive workflow · Field services · Journey depth 1/4
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.
Urgent requests often begin with a phone call or WhatsApp message containing too little context to quote, prioritise, or dispatch confidently.
Safe to explore: TradesPro is a representative business and every record is sample data.
Before
- 1Generic “call me” request
- 2Location and problem details gathered manually
- 3Information copied into another tool
- 4Customer phones again for status
Representative working flow
- 1Service and urgency selected
- 2Location and useful details captured once
- 3Structured hand-off to WhatsApp, dispatch, or CRM
- 4Clear acknowledgement and next step
One connected system
What people experience—and what the operation needs.
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
What this could change
Designed to shorten the distance between “I need help” and a request the right person can act on.
Your version would begin with the current baseline, an agreed success measure, and visibility into what changed.
Show us your constraint