πŸ“© Direct Requests Page

Fast-Track Critical Service or Scheduling Requests

🚨 URGENT Same-Day Service
⚑ FAST Response Times
πŸ“‹ DIRECT to Leadership
🎯 BYPASS Standard Queues

🧠 Page Purpose

This tool allows ISS team members to bypass standard queues and submit urgent, appointment-related requests directly to branch leadership, scheduling managers, or BOAs. It's designed for same-day needs, escalations, or anything that could impact scheduled service.

πŸ§‘β€πŸ’» Use only for time-sensitive, service-impacting issues.

⚠️ Critical Service Impact Tool

Only use for urgent issues that could impact scheduled appointments or customer satisfaction. Non-urgent requests should use standard channels.

βœ… Common Use Cases

When to use the Direct Request system for urgent, service-impacting situations

🚨 Same-Day Service

URGENT

Urgent pest problems, safety concerns, or critical service needs that cannot wait for standard scheduling.

Examples:

  • β€’ Wasp nest blocking main entrance
  • β€’ Rodent infestation affecting business
  • β€’ Safety hazard requiring immediate attention

πŸ” Reschedule Exception

HIGH

Customer requests reschedule but no available slots left in the system.

Examples:

  • β€’ All slots booked but customer has emergency
  • β€’ Weather cancellation needs priority rebooking
  • β€’ VIP customer requires special accommodation

🧭 Add Tech to Route

MEDIUM

New sale needs OSP/Tech added to existing route for same-day or next-day service.

Examples:

  • β€’ Fresh sale needs immediate start service
  • β€’ Route optimization for efficiency
  • β€’ Territory coverage adjustments

βš™οΈ Service Mismatch

MEDIUM

Appointment scheduled for wrong service type (e.g., Mosquito booked but needs Rodent service).

Examples:

  • β€’ Wrong pest type scheduled
  • β€’ Service upgrade needed urgently
  • β€’ Equipment mismatch discovered

🧾 Prep Sheet Issues

MEDIUM

Prep sheet request didn't send or customer didn't receive critical appointment information.

Examples:

  • β€’ Email delivery failure
  • β€’ Customer needs urgent prep instructions
  • β€’ System glitch in communication

πŸ—“οΈ Address Changes

HIGH

Customer changed address or entry instructions for today's appointment.

Examples:

  • β€’ Last-minute address correction
  • β€’ New gate codes or access instructions
  • β€’ Property access changes

πŸ’‘ When to Use Direct Requests

βœ… USE FOR:
  • β€’ Same-day service needs
  • β€’ Customer satisfaction at risk
  • β€’ Schedule conflicts requiring leadership input
  • β€’ Service delivery issues
  • β€’ Emergency situations
❌ DON'T USE FOR:
  • β€’ Routine scheduling requests
  • β€’ Non-urgent rescheduling
  • β€’ General customer questions
  • β€’ Future date appointments
  • β€’ Standard policy questions

πŸ“ Direct Request Form

ISS-Facing - Submit urgent service or scheduling requests directly to leadership

0/500 characters

Select one or more recipients for this request:

Images, prep notes, screenshots of customer messages (JPG, PNG, PDF, TXT)

πŸ“¬ Routing Behavior

Urgent Submissions:
  • β€’ πŸ“© Instant email alert sent to selected manager(s)
  • β€’ πŸ”΄ Alert bubble appears on their dashboard
  • β€’ Timestamped entry for tracking
Normal Submissions:
  • β€’ 🟑 Logged and queued in "Requests Inbox"
  • β€’ Response expected by end-of-day

πŸ›ŽοΈ Manager Dashboard View

Real-time request management interface with instant action capabilities

πŸ“Š Active Direct Requests

🚨 3 Urgent 🟑 5 Normal
#09243 🚨 URGENT
Date: Dec 7
ISS: Carla T.
Customer: J. Ramos
Type: Add Tech
Open
#09244 🟑 Normal
Date: Dec 7
ISS: Bryan F.
Customer: M. Lopez
Type: Reschedule
Closed

πŸ”” Alerts & Notifications

⚠️ Urgent Request Alerts

  • β€’ πŸ“© Instant email alert to selected manager(s)
  • β€’ πŸ”΄ Alert bubble on branch dashboard
  • β€’ πŸ“… Same-day issues highlighted on calendar
  • β€’ πŸ“± Push notification to mobile devices

πŸ” Manager Response Options

"Request Accepted"
"Action Taken β€” Check Job Notes"
"Reschedule Confirmed"
"Tech Added to Route"

πŸ“Š Response Tracking

Average Response Time 2.3 hours
Urgent Requests Today 3
Approval Rate 94%
SLA Compliance 98%

πŸ” Access & Permissions

Role Can Submit Can View All Requests Can Approve / Action
ISS
Inside Sales Specialist
Only Their Own
BOA
Branch Operations Admin
Branch Only
Scheduler
Scheduling Manager
Branch Manager
Leadership Team

πŸ“₯ Request Archive & Export

πŸ” Archive Features

  • β€’ All requests archived per ISS + per Customer
  • β€’ Searchable by account #, name, or date
  • β€’ Exportable PDF for compliance/audits

πŸ“ˆ Monthly Summary

  • β€’ Track who submits most requests
  • β€’ Request type trends analysis
  • β€’ Response time improvements

πŸ’¬ Final Word

The Direct Request Page ensures that critical, same-day, or high-impact service issues never get lost in the shuffle.

πŸŒ‰ It bridges the gap between the sales floor and operations so appointments run smoothly β€” and customers stay satisfied.

πŸ“© When it's urgent, use this.
Fast answers. Full visibility. No excuses.