Email to service order

This workflow shows how a request received by email becomes a service order, without re-entering data.

Customer email ─▶ Mailbox ─▶ Service order creation ─▶ Scheduling

Steps

1. Reception — the customer email arrives in the Digitalnatie Mailbox.

2. Qualification — the manager reads the request and identifies the customer / asset.

3. Order creation — from the email, create a service order; the customer information is carried over.

4. Linking — the email stays linked to the order and to the customer record to keep the history.

5. Scheduling — assign a technician + date on the planning.

Benefits

Benefit	Detail
No re-entry	Customer data is carried over
Traceability	The original email stays linked
Responsiveness	From the request to scheduling seamlessly

Tip

See the Digitalnatie Mailbox to manage incoming emails and turn them into service orders.