Field service request

This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.

This process is ideal for companies that offer a service. By giving customers access to a portal, they can request services at their convenience. This process allows efficient handling of new requests by the company, while giving the customer access to various service options.

For example:

  • A staffing company that has customers requesting employees for services.
  • A lawn care company that has requests for employees to work on different properties.
  • A housekeeper company with customers requesting various cleaning services.

Assign workers form

Service request form

Field service request process

Download the Process