We do many field service tasks for our customer and we want our customer to be able to create a ticket and pick their preferred time using the website form, and for us to plan the field interventions and bill the hours spent by the field technician.
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This is an example of this workflow:
1. The customer goes to the website and creates a field technician ticket using the form that was built and customized:
2. The Field Technician team will receive a new ticket, they will go over the information details and then determine how to proceed:
3. The Field Technician team can check the SO reference number, check the invoice, email, delivery, and determine the warranty status of the product.
4. The Field Technician team would ask the customer on a preferred time or suggest one:
5. Then the team will start a Plan Intervention which will create a task in a field service project:
6. Th team will then plan the task and assign the technician:
7. The technician will log their time, add any product they have used and then mark the task as done when they're finished:
8. A sales order will be created automatically:
9. The team then can create the invoice from the Task or the Sales Order.
10. The ticket will be marked as Solved an an automated customer rating email will be sent to the client:
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