Order Installation & Service

Workflow Template

Order Installation & Service

This workflow template illustrates the final confirmation and installation of customer orders, including install site inspection, procurement of parts/supplies and post-installation walkthrough. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, simply use it to better understand the Customer Order Installation & Service process.

Related KPIs : Percentage of Customer Orders with Correct Documentation, Unit Cost: Order Change, Unit Cost: Order Fulfillment

What is Order Installation & Service?

The Customer Order Installation & Service process involves coordination between order installation/scheduling staff members, technicians (i.e., the employees who actually install and fulfill the customer's order) and, in some cases, company suppliers/vendors to install and inspect customer orders. Once the order specifications and payment details have been confirmed, the order technician inspects the installation site to prepare for install. The technician must also confirm that all required parts/supplies are on hand before beginning. If they are not, they typically coordinate with other technicians and/or company suppliers to gather all of the required materials.

Download a Sample Order Installation & Service

Frequently Asked Questions

Q: How do you create your Workflow Templates?

A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.

Q: What can a Workflow Template do for me?

A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!

Q: What’s in the box when I buy one?

A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).

Q: Your download-able templates look great. But I need something custom. Can you help?

A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us (info@opsdog.com) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.

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