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First for personal, repair & community services

Build local-service apps around customer intake, appointments, repair estimates and completion follow-up.

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What you can build

From customer request to agreed service

Bookings, customer requirements and the work promised at handoff are spread across calendars and messages.

  • Appointment change requests
    Booking
    Saturday repair slot
    Requested time
    14:00
    Confirmation
    Pending

    Appointment change requests.

    Keep the original appointment and proposed replacement visible until both sides agree.

  • CRM
    Enquiry
    Bike tune-up
    Received
    Tuesday
    Next action
    Send estimate

    CRM.

    Keep contacts, sales conversations and promised next steps in one CRM.

  • Community membership manager
    Membership
    Community workshop pass
    Renewal
    December
    Status
    Reminder due

    Community membership manager.

    Keep member records, renewal periods and event requests in one place.

Follow one appointment through the handoff.

Neighbour Services · Service desk is a fictional example. Follow Appointment SRV-027 through the decisions and exception that the team needs to resolve.

Neighbour Services · Service deskAppointment SRV-027

Service: Equipment collection enquiry

Service
Equipment collection enquiry
Appointment
Tuesday afternoon

Current stage · Service business owner

Coordinator records the booking

Coordinator records the booking.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as appointment change requests. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for appointment change requests.

    Appointment SRV-027
    Service
    Equipment collection enquiry
    Appointment
    Tuesday afternoon

    Describe the app you need.

    Start with one workflow, such as appointment change requests. Describe the record and what your team needs to track.

  • Add a field for requirements.

    Appointment SRV-027
    Requirements
    Access details confirmed
    Owner
    Service coordinator

    Refine it around your team.

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

  • Appointment SRV-027
    Next contact
    Coordinator
    Status
    Awaiting customer confirmation
    Handled by
    Service business owner

    Review, then publish.

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

Workflows for personal, repair & community services

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

Make this workflow yours.

Start with the booking or repair handoff your team handles most often. Payments, delivery services and specialist decisions require separate setup.

Questions about building for personal, repair & community services

Build an app for personal, repair & community services.

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