Map the handovers
Identify who takes each next action and what information they need. A workflow should make responsibility clearer, not add unnecessary steps.
ServiceM8 Workflows
ServiceM8 workflows your team can follow
Reduce the uncertainty between enquiry, quote, scheduling, site work and invoicing with a workflow your team can follow.
PRACTICAL BY DESIGN
Built around the way you work.
Fit different types of work
An urgent repair may need a different path from a planned installation. We define useful variations while keeping shared steps consistent.
Use one example all the way through
Walk a sample job through the proposed process and check what the office, field worker and customer each receive.
FROM PLAN TO PRACTICE
A clear way forward.
- 01
Map your current job stages and friction points.
- 02
Agree responsibilities and required information.
- 03
Configure supported settings and job practices.
- 04
Test the handovers and document the working process.
BEFORE WE GET STARTED
Good questions.
Clear answers.
Can we keep parts of our current process?
Yes. Useful habits and successful steps should be retained. We focus on the gaps and duplicated effort.
Is every step automated?
No. Some decisions need a person. We distinguish reminders and supported automation from judgement, approval and customer conversations.
ONE CONNECTED PLAN
Find the handover that needs attention.
Walk us through one typical job and where it stalls. We will help separate the information, decisions and responsibilities needed to move it forward.