Customer portal & appointment requests

Turn customer requests directly into planned jobs

With Ordinavo Connect, customers, partners or internal locations can submit appointment requests and service needs digitally. The request becomes a structured case that can be reviewed, scheduled, routed and completed by a mobile team.

Operational problem

Appointment requests arrive in too many places

Many appointment requests arrive by phone, email, contact form or separate business system. Before they become planned work, information is copied manually, questions are clarified and responsibilities are assigned.

Connect is the controlled entry point

External input does not bypass operations. It becomes a structured request that can be reviewed, planned and documented inside Ordinavo.

Ordinavo solution

Structured appointment intake for dispatch

Ordinavo Connect captures location, contact, preferred time window, request details and priority in a structured way. Dispatch reviews the request and turns it into a planned job.

Ordinavo Connect Scheduling Routing Smart Routing AI Mobile Execution Status & History

From intake to execution

The same operating model keeps the process understandable for dispatch, management and mobile teams.

1

Capture input

A request, order or service need enters through Ordinavo Connect or internal planning.

2

Review details

Location, contact, time window, priority and context become visible for dispatch.

3

Plan the job

The accepted request becomes a planned job with responsibility and timing.

4

Build the route

Planned work can be combined with other stops into a clear route.

5

Use Smart Routing AI

Smart Routing AI can support route suggestions, priorities and explainable exclusions.

6

Execute on mobile

Employees see the work on mobile and document status, comments and results on site.

7

Return status

Dispatch, management or connected systems receive traceable status information.

8

Keep history

The path from request to completion remains visible for follow-up and reporting.

Business value

Less phone coordination

A concrete improvement for daily operations.

Less duplicate entry

A concrete improvement for daily operations.

Faster request handling

A concrete improvement for daily operations.

Clear internal status

A concrete improvement for daily operations.

Better field-service planning

A concrete improvement for daily operations.

More professional customer process

A concrete improvement for daily operations.

Example process

Customer portal service request

A customer reports a maintenance need through a portal. Ordinavo receives the location, contact person, preferred time window and description. Dispatch plans a job, Smart Routing AI supports route planning and the technician documents completion on mobile.

Who this is for

Service companies Technical field teams Facility teams Maintenance providers Teams reducing phone and email requests

FAQ

Can Ordinavo connect an existing customer portal?

Yes. External portals or systems can submit structured requests to Ordinavo Connect.

Does every request get scheduled automatically?

No. Requests can be reviewed and approved before they become planned jobs.

Can customers receive status feedback?

Depending on the integration, status can be returned through API or webhooks.

Is this only for maintenance?

No. The workflow fits service, inspections, site visits and other operational appointments.

Turn customer requests directly into planned jobs

Test this workflow in the trial or discuss your concrete process in a demo.