How to Accept Online Order Requests 24/7 with Rapid Service Request – Rapid Works Knowledge Center

One of the most significant ways to improve your customer service is to give your customers a self-service ordering portal where they can place and review service requests online, whenever they want.

Offering an online ordering portal makes it easier for contractors to request your services and check on in progress or past jobs, helping you become their vendor of choice.

Plus, accepting order requests online makes life easier for your dispatchers, who can spend less time on the phone taking orders and more time building relationships with your customers. And with 24/7 ordering, you never have to worry about losing out on new jobs just because your office is closed.

In this post we’ll show you how to use Rapid Service Request to accept online order requests from your customers. The best part? It’s included at no additional cost with RapidERP, and takes just a few minutes to get set up. Let’s take a look!

In this guide:

What is Rapid Service Request?
How to get started with Rapid Service Request
How to process order requests from Rapid Service Request

What Is Rapid Service Request?

Rapid Service Request is a mobile app that offers your customers a self-service, online ordering portal where they can request your services 24/7.

Orders requested via Rapid Service Request go straight to your Dispatching Dashboard in RapidERP, where your team can accept and schedule jobs with just a few clicks. (Learn more about using the Dispatching Dashboard here.)

Back in the Rapid Service Request mobile app your customers can confirm jobs with just a tap, and they’ll get live status updates on all their active jobs from kickoff to completion. Once a job is finished, they can review their order history before placing new requests, all in one place.

Note: Rapid Service Request currently only supports requests for concrete pumping services. Interested in using Rapid Service Request for hydrovac or crane rental services? Get in touch and let our team know.

How to Get Started With Rapid Service Request

Rapid Service Request is available to all RapidERP users at no additional cost, and it’s super easy to set up. Simply invite your customers to download the Rapid Service Request mobile app for iOS or Android, send them their unique activation code from RapidERP, and start collecting orders! Getting started is as easy as 1-2-3:

Set your invitation message (optional). When you invite your customers to use Rapid Service Request, RapidERP will send a basic message to your customers that includes their activation code for Rapid Service Request. This is best if you have already discussed Rapid Service Request with them and they are expecting an activation code from your team.

If you’d like to provide more information, you can customize the message to include an invitation to download the Rapid Service Request mobile app. (Check out our sample invitation kit here, and learn how to edit the invitation message in our startup guide here.)

Select your customer contact. In RapidERP, go to Sales > Customer, select the contractor you’d like to invite, and find the invitation section at the bottom left.
Send the invitation. Drag the contact's phone number or email from the bottom right Contacts area to the Rapid Service Request Invitations area. This will automatically send the invitation message and activation code, allowing them to activate their account in the Rapid Service Request mobile app.

Note: Your Equipment Sizes must be configured in RapidERP before you can receive online order requests. For more information on configuring order sizes, plus detailed instructions for inviting your customers to use Rapid Service Request, check out our startup guide here.

How to Process Order Requests From Rapid Service Request

Once your customers have downloaded Rapid Service Request and entered their activation code, they will be able to send new job requests directly to your dispatching team. To learn more about how contractors place order requests with Rapid Service Request, check out our application guide here.

Your dispatchers will find new job requests in the “Waiting List” in their Dispatching Dashboard. Job requests include all the details dispatchers would expect to see from any other job booked in RapidERP, such as pump size, estimated volume, jobsite, etc.
Dispatchers can then add the job to the schedule, or send a confirmation request back to the customer, who will be promoted to confirm the job details right from the Rapid Service Request app.
As your team updates the job status throughout the job, from Ordered to Confirmed, and eventually In Route and Completed, your customers will be able to see those updates in real-time in Rapid Service Request, so they always know what’s happening with their job.