Home Services

Every service request reaches a scheduled visit and a responsible person.

Repair, installation and maintenance businesses receive requests while technicians are on the road. UFRONT records each request, collects the job details, books the visit and makes sure the follow-up has an owner.

How the workflow runs

An example flow. Every step is adapted to your process and rules.

  1. Service request

    A call, form or message is recorded with contact details and a description of the job.

    Communication Front
  2. Job details and urgency

    Address area, type of work and urgency are collected; urgent cases are handed to a person according to your rules.

    Sales Front
  3. Visit booking

    A visit is booked against the technician calendar, without overlapping appointments.

    Sales Front
  4. Quote documents

    Details from text PDF or DOCX documents are extracted and reviewed by a person before use.

    Document Front
  5. Follow-up

    A follow-up task is created for the responsible person after the visit.

    Sales Front
  6. Open work overview

    Managers see open requests, visits and tasks from real records.

    Command Front

Good to know

  • Urgent situations are handed to a person according to your handover rules.
  • Final prices and quotes are confirmed by your team.

Does this look like your process?

Tell us how the work moves in your business today. We will discuss where a first step would help most.

Home Services Workflow: Requests, Visits and Follow-up | UFRONT