Requests are a great way for new work to enter your pipeline. A Nubilo user can link your business to their Property, Asset or Schedule and request your services. Its important to respond quickly to ensure that customers get a good first experience of your business.
Requests are shown in various places throughout the Nubilo Business portal.
- Customer Dashboard : New and Open Requests are displayed at the top of the customer dashboard page so they are very visible
- Customer Detail page : New and Open requests are shown at the top of the customer details page.
- Requests page : See a summary of all your current requests.
Features of a Service Request Sliders
- Requests Status
- Request ID
- Request Date
- Customer Name
- Customer Address
Clicking on the Service requests takes you to the Service Request Detail page. In this details page you can send messages to your customer and discuss the work and arrange convenient dates.
Features of Service Request Detail
- Status
- View Customer
- View Asset/Schedule
- About Your Customer
- What To Service
- Messages
- Actions
- Customer Management
Status
Requests have several status’ that indicate whether they are awaiting input from the Customer or the Service Provider. These Status’ are also colour coded to make it more obvious if actions are awaiting your input.
Possible status options are:
- New – New requests are awaiting the Service Provider to respond to the initial request and contact the Customer with any questions or date suggestions for performing the maintenance.
- Open – An Open status is awaiting a response from a Service Provider.
- Pending – A Pending Status is awaiting a response from the customer
- Complete – A Complete status closes the request and it will be archived after a few weeks.
View Customer
The View Customer button takes you to the Customer Detail page for the customer that has raised this service request.
View Asset/Schedule
Each Service request is associated with a property Asset or Schedule. Click through to the details of the Asset or Schedule to view information about it, including location/Address and details such as the type of asset of schedule.
About Your Customer
The “About Your Customer” section contains an overview of your customers information. Including Name, Address and location map.
What to Service
The “What to Service” Section describes the Type of activity that’s expected. The Type of Asset or Schedule and its Name.
Messages
In the “Messages” Section you can exchange messages with your customer in relation to the Service Request. Get additional details and arrange a time. All messages are also in your Message Centre so you wont loose the conversation.
Actions
The “Actions” Section contains buttons to change the status of the Service Request. If you are expecting the customer to respond, set the status to “Pending”, Or If the Request has been fulfilled you can set the status to Completed. Or you can cancel the request. Customers will receive a notification of the change in status.
Customer Management
In the “Customer Management” Section, tools are provided to extract more information about this customer and make it easily available. If your customer is already in your customer database, then this will be shown here, or you can add this customer to your database with a single click.
More features are being developed to optimise your experience.
What to do when you get a service request
When you get a service request, you should:
- Respond to the customer and ask any questions
- If you are awaiting a customer response set the request as pending
- Arrange a time to visit the customer or agree the scope of work by exchanging messages.
- Set the request as complete once the work has been carried out.