The whole CRM back-office for contractors evolves around statuses to keep track of and to know where the homeowner is in the process. However, updating those statuses manually and adding the relevant information to the platform can be tedious and cumbersome.
Impact Us Today needs this data, but also wants to save time and effort for contractors in the smallest actions and details. So we spent a lot of time brainstorming how we could simplify the experience of changing status and the information that goes with it.
Through multiple iterations, we were able to automate some status changes based on the information input. And vice versa, prompt for necessary information when there is a manual status change. This way allows flexibility in the flow while making sure we have all the information needed.