Case Study: Developing a Web-Based Form for a Call Centre

A client came to us with a complicated spreadsheet used to develop customer quotes.  It was difficult to understand, and their team had trouble developing solutions.  They wanted us to develop a form for their call centre to capture all the required information. 

We developed a Customized Web Form for their Call Centre.  The form was designed with the client.  It was designed in a logical sequence. 

After the information was captured, a recommended solution was delivered.  This solution was used to develop a quote for the client.  The quote was emailed to them.  The information was also sent to the Scheduling team.  They ordered the components and organized a delivery time.

An invoice was also generated after the system was installed.  It was sent to the client to ensure prompt payment. 

A Certificate of Compliance was automatically generated from the database.  This was sent to the client after the system was installed.

This system could benefit your business too:

  1. Providing an input form of the information required to get the job done.
  2. Collecting information digitally to process.
  3. Showing a list of jobs to be scheduled, sorted by Suburb.
  4. Developing an Invoice that is sent to the customer.  Or sending Invoice information to the Accounts department.
  5. Providing a Certificate of Compliance or similar document to email to the customer.

Contact Us Today to find out how we can automate your business processes.

YOUR APP DEVELOPED YOUR WAY