What good looks like
A tested booking flow with clear services, coverage, availability, expectations, and office review.
Have these details ready
- Services suitable for online request
- Coverage, hours, lead time, and capacity rules
- The employee reviewing requests
Run the workflow
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Choose services
Offer services a customer can identify without diagnosis. Define description, duration, price presentation, questions, and when to call.
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Set availability
Configure area, hours, notice, blackout dates, capacity, and approval requirements.
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Collect useful information
Require contact, location, problem, equipment, access, and consent fields needed for review.
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Set intake ownership
Decide whether requests are confirmed or reviewed and assign the queue owner.
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Test like a customer
Submit mobile and desktop tests for in-area, out-of-area, and unavailable cases. Verify wording and created records.
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Publish and monitor
Share the supported link and review no-match, duplicate, and abandoned requests during rollout.
Check your work
Do not call the workflow complete until these statements are true.
- A mobile customer can submit valid work
- Unsupported requests are handled clearly
- Each request reaches a named queue
If something does not look right
Customers choose the wrong service
Rewrite choices in homeowner language and narrow overlaps.
Times exceed capacity
Tighten lead time, duration, crew, or approval rules and retest.