Our client is the leading provider of contract services for new home building, home additions, kitchens, bathrooms, basements, renovations, remodeling, windows, siding, and any other type of construction or carpentry work. Their skilled team works to understand the dreams of their clients and turn them into reality.
The client was looking for automation of business processes to streamline operations, creation of a self-service portal for customers to enhance their experience and integration of solutions for live project updates and cost transparency. They also wanted to incorporate improved appointment booking convenience for field agents.
We helped our client with all of their challenges and integrated customized solutions to help them carry out their business in an improved manner.
The client was relying on a manual process for selecting designs for their projects and getting it approved by their customers. They were also communicating manually with the vendors for cost estimation.
Inconvenience faced by the customers since they were not getting live updates on the status of the projects.
There was no self service portal for the customers which led to delays and long procedures. The customers were unable to book appointments with the field agents directly.
- Integrated Hover API with the Salesforce org. With this, their customers could directly take pictures of the projects and see the dimensions and create a 3D model with all the designs and specifications themselves.
- Created a LWC app with customized fields like available time slots of the agents, their location, etc. and configured it with the community portal.
- Customized an appointment form for the client’s customers and integrated it with the community portal.
- Created work orders through FSL and created a form using the LWC component on the client’s community portal to create jobs on Hover API.
- Created a service appointment against each work order on the basis of locations of the field agents to assign them tasks accordingly.
- Configured a functionality to assign work to the agents on the basis of their location. The concerned agent from a particular location on the basis of the pin code was assigned a task of that location.
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Improved customer experience: The integration of Hover API and the creation of a self service portal for the customers led to a more convenient and efficient process for booking appointments with the field agents.
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Enhanced operational efficiency: By automating appointment scheduling and task assignment based on agent locations, our client experienced increased operational efficiency.
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Streamline work orders: The creation of work orders through Field Service Lightning (FSL) and the integration of a form in the community portal to generate jobs on Hover API resulted in a more streamlined process for managing construction projects.
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Cost savings: With increased operational efficiency, reduced manual data handling, and optimized task assignments, the client experienced cost savings and improved cost-effectiveness in their construction projects.
