Turn a customer request into work you can deliver.
A useful service workflow gives the customer a clear next step and gives the business the details needed to act. In SRVZr, the reusable flow defines that process; the work order holds the context of one job.
Begin with the decision you need to make.
Write down what changes the scope, price, or schedule. A cleaning service might ask about the property and rooms; a repair service might need photos and a description of the fault. Collect those inputs before the step that depends on them.
Collect the details before the next decision.
Build the questions around the information your team needs. This example request keeps the problem and access notes together.
SRVZr · Example dataChoose where your judgment belongs.
Use a defined price or calculation for a predictable offer. Use a quote step when the customer needs a reviewed price. A conditional path can route an unusual request differently, but the normal booking should stay simple.
Set the pricing approach you want to use.
Choose the available pricing options for the service. This example shows a fixed rate with a distance charge.
SRVZr · Example dataTest the handoff, not just the form.
Preview a normal request and an exception. Confirm that the answers reach the right place, the customer sees the expected amount and next action, and the business can find the resulting job and schedule. The detailed setup guide walks through the available nodes.
Give every job a clear handoff.
The work order brings the customer, appointment, agreed scope, and practical instructions into one view.
SRVZr · Example dataYour site. Your agents. Your way of working.
Build a service website whose quote and booking actions lead into the intake process you designed in Sites. Your site is yours to shape: customize the design, pages, and behavior by describing what you want to the AI. It works with real, editable code, so you don’t have to write it yourself. You can also inspect the files and download the project as a ZIP.
Give an agent a practical job: check each new work order for missing details and prepare a suggested customer reply. Start with a template or describe the task, then choose a schedule or supported trigger. It uses the connected business tools and records available to it, so the original request stays close to the next operational decision. Review the result and proposed changes, refine the instructions, or pause the agent whenever you need.
Use what real jobs teach you.
A completed job can reveal a missing intake question, a recurring add-on, or work that needs a different price tier. Service-insight agents can review completed work orders and draft new services or forms, or propose the questions to add, with evidence from the actual jobs.
Review those ideas before changing the process customers use. The longer-term goal is a business flow that reflects how you actually work, with repeated exceptions informing better questions and handoffs over time.
Put it together
Define the offer
Create one service with a clear scope, coverage, and customer-facing description.
Collect the inputs
Connect the intake form and any service choices the business needs.
Set the decision path
Configure calculations, quote review, scheduling, and checkout in the intended order.
Follow one request through
Check the customer preview, resulting work order, and the business's next action before publishing.
Common questions
Is a flow the same thing as a work order?
No. A flow defines a reusable customer and business process. A work order records the details of an individual job moving through that process.
Should I automate every exception immediately?
Start with the common path and keep a deliberate review for unusual work. Add rules after you understand the exception and can test its result.
Can SRVZr suggest improvements from completed work?
Yes. Service-insight agents can analyze completed work orders and draft service or form ideas backed by those jobs. Review the drafts and decide what to apply. Broader automatic adaptation of existing flows is a longer-term direction.
Start with your next piece of work.
Choose one offer, make the site your own, and give an agent one clear task. Use the guides below to connect the pieces around the way your business works.
Open SRVZr
