Custom Entry Point

• A dedicated action button was added to the Quote interface, allowing users to launch an interactive service management panel. This panel could open as a modal or a full-screen view, depending on the user context.

Service Overview Display

• Upon initialization, the interface retrieved all service records associated with the current quote. These were grouped logically by service location and presented in an expandable, nested layout — enabling users to view and manage services by site.

Service Lifecycle Capabilities

• Users could initiate new service requests via an inline form triggered by an “Add” action.
• Editable fields within the UI enabled updates to key service details such as start/end dates, service frequency, and product selection.
• Both draft and saved entries could be removed with user confirmation, ensuring controlled data management.

Support for Multiple Order Types

• Each service entry included a selectable order type, defaulting to “One-Time.”
  • For One-Time services, validations ensured the duration remained within acceptable limits (e.g., not exceeding 31 days).
  • For Recurring services, configurable scheduling options (e.g., daily, weekly) were provided, enabling flexible service planning.

Grouped View

UI groups services by site address for clarity.

Full CRUD

LWC enables create, read, update, and delete for services.

Accordion Table

Accordion and table layout for organized, expandable data.

Single Screen

No need to switch screens; all actions in one interface.

Order Flexibility

Order type can be changed per service entry.