Redesigned Job Page
The goal of this project was to launch a new feature called “Appointments.” This functionality enables customers to create a schedule of visits for a single job and provides the flexibility to assign different technicians at various times. Many of our Residential and Commercial clients generate significant revenue from replacement jobs (also known as installs), which frequently require several days or multiple visits to complete. Before the introduction of Appointments, customers relied on makeshift solutions to organize and track these jobs. With Appointments, we address this persistent challenge by streamlining the process for managing multi-day jobs and boosting overall efficiency.
In addition to rolling out this feature, we took the opportunity to redesign the job page, giving it a more modern look while enhancing usability, information architecture, and accessibility.
Before
New Appointments
The task is to develop a feature that enables our office users to create and manage appointments—referred to as “children”—within the context of a single job, which serves as the “parent.” This enhancement introduces a new layer of scheduling flexibility, allowing users to associate multiple appointments with a single job and assign different technicians or resources to each appointment as needed. By implementing this feature, we are making significant changes to the existing Job page, a core part of our system that customers have relied on for a long time. As a result, this update not only adds valuable new functionality but also impacts the familiar workflows and interface elements that our users are accustomed to.
The Old Way
Our users had to repeatedly reschedule the same job to simulate a multi-day project. This workaround was both time-consuming and inefficient, especially for lengthy jobs. For example, if a construction project lasted 50 days, users were required to manually reschedule the job 50 separate times just to keep track of each day’s work. This process not only increased administrative burden but also made it difficult to maintain clear records and manage them effectively.
RITE Test Direct Quotes
Bad:
“There will be a risk of combining legacy code with react”
“The table format is robust and familiar but due to its column structures it can be hard to fit all necessary informations”
“I like this format , the table format can fit many information but how does truncation work when details gets long?”
“How would the tags be displayed? I also think job number can be smaller because what matters most is the title of the job”
“How do I add and edit new appointment details at once? Any bulk action?”
“Visit informations are a little difficult to read and it feels very cramped”
“There is not clear hierarchy on this page, card on top and card in the middle. Maybe grouping them better would help?”
“Top job detail section is looking really congested if the campaign ame or business unit gets long”
“The job level actions is getting pushed down because of job detail wrapping around”
Good:
“ The job level status and actions are grouped with time sheets on the right hand side of the panel which is much cleaner compared to what we have now”
“I like that the job level information is still at the top and it is easier to read than what we have now, also loving the colors on the job information icons!”
“I like the colored icons, grabs my attention”
”Much more organized compared to the current job page”
“I like that estimate and time sheet is on the right panel, unlike what we have now which is burried all the way to the bottom of the page”
“Bulk edit and add is super helpful!”
“Scheduled appointment section is starting to take shape, I like that the appointment informations are all in the white space and bottom is kept just for technician names and status”
“It is extremely easy to scan this page now. All job level information is grouped on the top along with job level actions”
“Your eyes no longed move from middle to far right since all the information is centered”
“The whole center area has generous spacing that allows us to read informations on the cards and identify different sections with ease”
“The quick add design is incredible, I can add more than 1 appointment at once!?”
Quick Add
The Quick Add feature significantly enhances the user experience for customers who schedule and manage multi-day jobs by streamlining the process and reducing the time and effort required to organize multiple appointments under a single job. This improvement directly addresses and helps resolve many of the downstream issues caused by previous workarounds, which often involved repetitive and inefficient rescheduling practices. By simplifying appointment creation and management, Quick Add not only boosts productivity but also minimizes the risk of scheduling errors, ultimately leading to a smoother, more intuitive workflow for users handling complex, multi-day projects.
Add/Edit Drawer
This add and edit flyout feature is designed to empower users by enabling them to quickly add or edit multiple appointment details in one streamlined interface. Instead of handling appointments individually, users can now efficiently manage several appointments at once, saving valuable time and reducing the complexity often involved in scheduling multi-day jobs. This enhancement significantly improves the overall user experience by simplifying the process and minimizing the risk of errors during appointment creation or modification1.
When editing existing appointments, users gain additional visibility by being able to see all technicians assigned to each appointment, as well as the current status of those appointments. This consolidated view provides a comprehensive snapshot of the job’s progress, allowing users to quickly assess how each appointment is proceeding and identify any potential issues. By offering this real-time insight within the flyout itself, users can make more informed decisions, coordinate resources more effectively, and maintain better control over the entire job schedule. This approach aligns with our focus on designing user interfaces that communicate clear and helpful information, ultimately supporting smoother workflows for managing both work-related and personal events
Success Metrics
Total tenants using appointment feature.
There is an average of 36 appointment per job.
Reducing clicks. Increasing efficiency.
Unlocking new verticals.