Keep the request with the customer
Save the request against the right customer and location. Add photos and earlier appointments so the technician knows what is happening.
All examples
For installation, maintenance and service
Turn a customer request into a scheduled job.
Keep work orders, customer locations and appointments together. See what needs doing and who is working on it.
See your SideIQ exampleAn example based on your business. You then decide whether to continue.
On site
Agencies and consulting
Property and rentals
Teams
Kernpunt Technical ServicesExample setup · Installation and service
CollectionsWork ordersSanne VosSV
Choose your perspective
Collections
Work orders
5 records · Kernpunt Technical Services
| Work order | Status | Technician | Appointment |
|---|---|---|---|
| Scheduled | SVSanne Vos | 10 Sept · 10:00 | |
| Completed | SVSanne Vos | 10 Sept · 08:30 | |
| Scheduled | SVSanne Vos | 10 Sept · 11:30 | |
| In progress | SVSanne Vos | 10 Sept · 13:00 | |
| Reported | SVSanne Vos | 10 Sept · 15:00 |
Sound familiar?You want to get on with your work.
You want to get on with your work.
With all the information you need.
A customer calls about a fault. The address is in your CRM, the schedule is in the calendar and the photos are in a message. You need that information when you plan the job.
Prepare the job
Choose the technician and time. Give the work order the fields you need, such as equipment type, work to carry out and materials used.
Complete and follow up
Update the status and record what was done. The work order and customer details remain available for the invoice or a follow-up visit.
Your setup · interactive AI example
Turn your work into an initial setup.
Try a proposal, edit it and see the result in this demo. This example uses preset proposals for each workflow. Later, you can work with Rio on a personal example for your business.
Changes apply only to this demo and are cleared when you reload or switch industries. We discuss availability and the setup of your own workspace with you personally.
Explore the platform
The features behind this example.
These modules support work orders and scheduling. See what they do and what is available.
Practical questions
How does this fit installation and service?
Can the office use what the technician records?
Open the same record in the field and at the office. Agreements, status and feedback stay with the customer and job. The example also lets you prepare an internal request.
Can we use an arrival window?
An exact appointment and an arrival window need different customer messages. Include this choice during setup so scheduling and confirmations agree.
Is this a complete industry package?
You are looking at a possible setup with fictional data. During personal onboarding, we discuss your process, available features and what is still in development. Start with the work you want to improve now.
Explore SideIQ with Rio
What would your SideIQ look like?
Tell Rio about your business and what you want to improve. Together you create an example with suitable workflows and your company details. You can then choose to join the waitlist.
Start with an example, without a subscription. You join the waitlist only if you choose to. Prefer a form? That option is available in the next step too.
Start with your business Explore without commitment Set things up together later