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SERVICEDESK

SERVICEDESK shows how a roofing enquiry can be captured, acknowledged and passed to your team the moment it comes in.

The Problem

Service requests can arrive with missing details, and photos and notes end up scattered. Customers wait for a reply while the team works out who owns the job and what happens next.

The Solution

SERVICEDESK gathers each request in one structured form, including the type of work, location, urgency, preferred contact method and optional photos, then keeps everyone informed. Inspections and quotes stay with your team.

  1. The customer submits a request on the website and can upload photos.
  2. They receive an acknowledgement email with a reference number, and a team member follows up by email to arrange the next step.
  3. Your team gets an instant Telegram alert showing the job, location, urgency, owner and next step.
  4. The request is saved in Airtable, alongside tables for inspections, quotes and activity, so progress is easy to track.
  5. A separate error workflow records any problem and sends an alert.

Watch the walkthrough

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