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Created by Guest
Created on Aug 10, 2023

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Digital Cart for Field Services

Today we can sell services in the home, but it is scrappy and requires the customer to manually enter in their information and then after the fact we try to match it up with what technician was in the home. This doesn't always match up today.

  • We need the customer and technician details to systematically flow through via an API to dotcom so no manual input is needed.

  • We need a new shipping type that reflects when sold in the home.

  • Q1 we plan to start to sell non warranty SPOT kit parts in the home. Today these parts are paid for at the store or a call into CRC but are given away by the tech when we are already in the home.

Requested Go-Live Date Jan 2, 2024
If date provided, please include any activations/initiatives/milestones associated with launch No set date - we will align with team on when it will be available.
Opportunity / Problem

Provide a more seamless and reliable customer and technician experience when selling in the home.
Performance Goals & Measurements

Goal is to increase revenue of services and products sold in the home by our technicians.

Success is an increase of in-home revenue. This will be tracked by the skus sold.

Other benefits are:

  1. Reliable method to track additional services/parts sold to the customer record. If the customer calls in later, it is easy to find.

  2. Correct reporting of which technician sold the service/part. The technician incentive plan is positively impacted when skus are sold in the home. We need to make sure they are accurately accounted for. Today about 75% of customers enter in the same email address so it can be tied back.
Strategic Imperatives Key Enablers Foundational
Quarterly Focus Other / Backlog
Business Impact Med Impact = >$100K
Estimated Dev Effort Medium
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