Dynamic Flex ServiceScheduler for Managing Site-Based Service Requests
INTRODUCTION
The Flex Service with dynamic UI empowered the client’s staff to efficiently manage services per site from a single interface. This led to:
- Faster quote finalization
- More accurate service scheduling
- Improved user satisfaction and operational agility
PROBLEM
UI Limitation
Existing UI didn’t allow inline management of service schedules.
Order Rigidity
Order Type was rigid and managed outside the service scheduling interface.
Data Integrity
Changes should not affect already finalized or historical requests.
Real-Time Data
Site-specific service data had to be dynamically fetched and updated in real-time.
SOLUTION
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.
BUSINESS OUTCOME
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.
TOOLS & TECHNOLOGIES USED
Client
Testimonials
Explore Our Success Stories
Rental
Leading Portable toilet and temporary fence rental services
This case study examines how a utility rental company shifted from a call-centric high touch model to a high-tech online portal, solving understaffed call center issues.The new system improved operations and customer experience, attracting 800-850 new users to the site and pleasing both management and sales teams.
Rental
Utility Rental Company based in North America
This is the largest Utility Rental Company based in North America. Renting porta potties,fences and sanitation utilities.Salesforce CPQ was to be implemented. In addition a customer portal was to be built which could enable users to request for quotes, place orders and manage orders.The Source of Truth was to be in Salesforce.