EcofyxOperational area
Home services and installations
Ready-to-use application by segment
Home services and installations
Manage customers and properties, requests, visits, estimates, service orders, materials, acceptance and payments.
What this template is designed to organize
Manage customers and properties, requests, visits, estimates, service orders, materials, acceptance and payments.
Connected structure
6 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application by segment
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Customer and property registration
Key fields:
- Customer name
- Phone/WhatsApp
- Service address
- Property type
- Access instructions and on-site contact
- Notes
Home service request
Key fields:
- Customer/property
- Service type
- Problem or service need description
- Priority
- Preferred date
- Available time window
- Initial photo
Home service visit and estimate
Key fields:
- Customer/property
- Ticket/estimate
- Diagnosis and scope
- Planned materials
- Estimated materials cost
- Estimated labor cost
- Responsible professional
Home service work order
Key fields:
- Customer/property
- Authorized service
- Professional/team
- Materials used
- Materials cost
- Final service amount
- Completion deadline
Home service completion and acceptance
Key fields:
- Customer/property
- Final check
- Customer accepted the work?
- Follow-up/warranty date
- Instructions and notes
- Final photo
Home service payment
Key fields:
- Customer/property
- Estimate/work order
- Expected amount
- Due date
- Payment method
- Notes
How this template organizes the routine
Manage customers and properties, requests, visits, estimates, service orders, materials, acceptance and payments. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Home services and installations
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusWork orderPerson responsible
Visible dashboard columns
- Work order
- Client / property
- Service
- Date
- Status
- Person responsible
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Today's service jobs
In progress
Quotes awaiting approval
Overdue service jobs
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- New service request
- Register client and property
- Carry out site visit and prepare quote
- Open work order
- Record completion and customer acceptance
- Record payment
- Update client and property
- Update service request
- Record site visit and quote
- Update work order
Attention points
Check these alerts to identify records that may need follow-up.
- Emergency request
- Quote not yet approved
- Overdue payment
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Home service workflow
Available statuses
ReceivedTriageSite visit scheduledDraftingAwaiting approvalApprovedScheduledEn routeOn siteIn progressCompletedAwaiting customer acceptanceCompletedPaid
- Start triageReceived → Triage
- Schedule site visitTriage → Site visit scheduled
- Record site visit and quoteSite visit scheduled → Drafting
- Schedule serviceApproved → Scheduled
- Start journey to siteScheduled → En route
- Complete workIn progress → Completed
- Request customer acceptanceCompleted → Awaiting customer acceptance
- Record customer acceptanceAwaiting customer acceptance → Completed
- Send quoteDrafting → Awaiting approval
- Record approvalAwaiting approval → Approved
- Start serviceOn site → In progress
- Record paymentCompleted → Paid
- Record arrivalEn route → On site
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Home services and installations template for?
Manage customers and properties, requests, visits, estimates, service orders, materials, acceptance and payments.
Which forms are included in this template?
Customer and property registration, Home service request, Home service visit and estimate, Home service work order, Home service completion and acceptance, Home service payment.
How are records organized in Ecofyx?
Data is organized in the Home services and installations dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page is included and required to start the external process. The entry form is “Home service request”. Visitors can track the request by protocol when that feature is enabled.
Can I customize this template for my organization?
Yes. Install the template in your operation, then adjust the available fields, options and settings to suit your routine.
Start with Home services and installations
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.