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First for business & environmental services

Build service-operation apps around contracts, site assignments, work records and client acceptance.

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What you can build

From client request to accepted service

A client request, staff assignment and proof of completed work are tracked separately.

  • Field service management app
    Site
    East depot
    Job
    Drainage inspection
    Assigned crew
    Team B

    Field service management app.

    Connect incoming service requests to technician assignments and job follow-up.

  • Timesheet tracker
    Contract
    Grounds maintenance
    Hours submitted
    7.5
    Supervisor review
    Pending

    Timesheet tracker.

    Keep time entries attached to the person, date, project and review decision.

  • Client portal
    Client
    Harbour Business Park
    Shared item
    Monthly site report
    Status
    Ready for review

    Client portal.

    Give clients one place to review work, ask questions and see the next step.

Follow one service through the handoff.

Meadow Services · Contract desk is a fictional example. Follow Service job BUS-033 through the decisions and exception that the team needs to resolve.

Meadow Services · Contract deskService job BUS-033

Site: West office

Site
West office
Contract task
Scheduled grounds visit

Current stage · Service coordinator

Coordinator captures a contracted job

Coordinator captures a contracted job.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as field service management app. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for field service management app.

    Service job BUS-033
    Site
    West office
    Contract task
    Scheduled grounds visit

    Describe the app you need.

    Start with one workflow, such as field service management app. Describe the record and what your team needs to track.

  • Add a field for assigned team.

    Service job BUS-033
    Assigned team
    Crew B
    Requirement
    Access time confirmed

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Service job BUS-033
    Client update
    Follow-up agreed
    Owner
    Contract manager
    Handled by
    Service coordinator

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for business & environmental services

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Use separate fields for cleaning, collection or specialist site work. Specialist reports and regulated determinations remain with the qualified provider.

Questions about building for business & environmental services

Build an app for business & environmental services.

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