Service Work Orders

Role: UX Lead | Time: ‘24 to ‘25 | Team: CX Service | Tools: Figma

Developed a service work order management feature, that streamlined how agents scheduled appointments, ordered necessary parts, uploaded problem and repair attachments, and reviewed related work orders and activities. The solution improved efficiency, and gave agents better context to deliver faster, more consistent customer service.

Work Order Details

Details about the work order include service appointment information, shipping and billing information.

Activities

Related activities associated with the selected work order.

Parts

Selected parts for work order.

Attachments

Videos, images, or files associated with the service request from customers or field technicians.

Related Work Orders

Diagram canvas that shows dependent and sequenced work orders.

Part Catalog

Recommended parts related to scope of the work order and ability to select additional parts.

Part Detail

Details about the selected part or bundle, with configuration options.