Job Tracking & CRM System

UX / UI / Icon Design / User and Customer Profiling / Touchpoint Audit / Customer Journey Mapping / Prototyping / User Testing / Visualisation / Development

Cloud-based, multi-device, job-tracking and CRM system for admin staff, in-the-field engineers, and customers. A bespoke system designed and built with simplicity at its core for PL Taylor, an electrical service company.

Admin Staff

Office admin using the desktop display version of the system. Managing the job from initial customer contact, to engineer assignment, invoicing and customer follow-ups.

PLT__Location, users and device profiles

Location, users, and device profiles.

PLT-on the road

Engineer receives job alert, details and customer location.

Customer-doorstep-arrival

Engineer arrives at the customer’s location.

PLT-doorstep-arrival

Engineer checks with the customer that the job details are correct, and changes the status of the tracking system.

PLT-at-work

Engineer completes the specified job.

Customer-Feedback

The customer is offered the chance to give instant feedback on the services received.

workflow-workshops

We worked extensively with the client and staff to create a proven successful strategy and digital workflow for all users.

Periscope is always at the forefront of their field and consistently deliver us solutions that surpass our expectations. They are friendly professionals and we affectionately class them as part of our team.

Steve Cargill, Director, PL Talor.

PLT_service_flow

Service flow visualisation diagram.

PLT_CRM_job_tracking_systemFS

Section C of the system’s flowchart.

PERISCOPE

Periscope is a creative agency that uses strategic thinking and good design to strengthen our clients’ brands by improving their communications and enhancing their customers’ experiences. Our clients range from globally recognised brands to innovative start-ups, and include The National Trust, British Library, BBC Active, Pearson, Friends of the Earth, Cambridge University Press, HSBC, and many more.

CONTACT US

+44 (0)8456 446 681
hello@periscope.co.uk

Essex studio +44 (0)1375 415703
Dorset studio +44 (0)1202 568585