NVC360 › Onboarding Questionnaire

Workflow Template Design Questionnaire

Client Onboarding & Discovery Document — This questionnaire helps us design a custom workflow template that transforms your field service operations.

Completion Time: 25–35 minutes | Your insights power your automation

BusinessWorkflowToolsDataPricingAdv. PricingTechniciansComms

Step 1 of 8

Business Fundamentals

Tell us about your company and how you deliver services.

1.1 Company Overview

Company Name *

Contact Person *

Email Address *

Phone Number *

Industry / Service Type *

Primary Service Description

Average Jobs Per Month *

Field Technicians / Agents *

1.2 Service Delivery Model

How do you currently receive/create jobs? Select all that apply

Phone calls Online booking / portal Email requests Walk-ins Recurring / scheduled Third-party platforms

Do you serve residential, commercial, or both? Select one

Residential Commercial Both

Do you have different service tiers or priority levels? Select one

Yes No

If yes, describe your service tiers:

Additional Comments

Current Workflow Process

Walk us through a typical job from start to finish.

2.1 Task Lifecycle Mapping

Step 1 — Job Creation

How are new jobs entered into your system? Who creates them?

Step 2 — Assignment

How are jobs assigned to technicians? Manual, auto-dispatch, or skill-based?

Step 3 — Pre-Job Phase

What happens between assignment and arrival? Parts ordering, route planning, client confirmation?

Step 4 — On-Site Execution

What does the technician do on-site? Checklists, photos, time tracking?

Step 5 — Job Completion

How are jobs marked complete? Signatures, approvals, payment collection?

Step 6 — Post-Job

Invoicing, follow-up, quality assurance, warranty tracking?

2.2 Current Pain Points

What are your biggest workflow frustrations? Select all that apply

Scheduling conflicts / double-booking Poor communication with field staff Missed appointments / no-shows Paperwork / documentation bottleneck No real-time visibility into field ops Client complaints about service windows Rework from miscommunication Invoicing / payment delays

Describe any other pain points:

Tools & Systems

What technology are you currently using?

3.1 Current Technology Stack

What software / tools do you currently use for field operations? Select all that apply

ServiceTitan Jobber Housecall Pro QuickBooks Salesforce Google Workspace Spreadsheets Paper-based Custom / proprietary system

Other tools not listed above:

What do you like about your current tools?

What do you dislike or wish was better?

3.2 Integration Requirements

Which systems must NVC360 integrate with?

Are there any systems you'd like to replace with NVC360?

Additional Comments

Data Collection Requirements

What information do you need to capture at each stage?

4.1 Pre-Job Information Needs

What information MUST you collect BEFORE starting work?

Required pre-job data: Select all that apply

Client contact information Service address / location Job description / scope of work Equipment / model information Access instructions / gate codes Parts / materials needed Priority / urgency level Estimated cost / quote

Other pre-job data not listed:

4.2 On-Site Data Collection

What MUST technicians document while working?

Required on-site documentation: Select all that apply

Before / after photos Time tracking (arrival, departure) Safety / quality checklists Materials / parts used Client signatures / approvals Measurements / readings Notes / observations GPS location verification

Other on-site data requirements:

4.3 Post-Job Reporting Requirements

What reports or data do you need after job completion?

Additional Comments

Pricing & Revenue Model

Help us understand how you charge for services.

5.1 Current Pricing Structure

How do you price your services? Select all that apply

Flat rate per job Hourly rate Per-unit / per-item Subscription / retainer Quote-based / custom estimates Cost-plus (materials + markup)

Describe your typical pricing (rates, ranges, etc.):

5.2 Pricing Complexity & Variables

Do prices vary based on any of the following? Select all that apply

Time of day (after-hours, weekends) Job type / category Location / travel distance Urgency / priority level Client type (residential vs commercial) Season / time of year

Describe your pricing variations:

5.3 Materials & Add-Ons

Do you charge separately for materials / parts? Select one

Yes, with markup Yes, at cost Included in flat rate Varies by job

What add-on charges apply?

Additional Comments

Advanced Pricing Capabilities

NVC360 supports dynamic and sophisticated pricing models. Let us know what applies.

6.1 Surge Pricing (Dynamic Pricing)

Are you interested in surge / dynamic pricing? Select one

Yes, already use it Yes, interested No / not applicable

If yes, describe your surge pricing rules:

6.2 Included Time / Distance Pricing (Hybrid Thresholds)

Do you include a base amount of time or distance in your pricing? Select one

Yes No

If yes, describe:

6.3 Waiting Time Charges

Do you charge for waiting / idle time? Select one

Yes No Considering it

If yes, describe:

6.4 Minimum Job Guarantees

Do you have minimum job charges or guarantees? Select one

Yes No

If yes, describe your minimums:

Additional Comments

Technician Earnings & Incentives

How do you compensate and motivate your field team?

7.1 Current Compensation Model

How are technicians compensated? Select all that apply

Hourly wage Salary Per-job commission Percentage of revenue Subcontractor / 1099 Hybrid (base + commission)

Describe your pay structure:

7.2 Deductions & Expenses

What deductions or expenses apply to technicians?

7.3 Performance Incentives

Do you offer performance bonuses or incentives? Select one

Yes No Planning to implement

If yes, describe your incentive programs:

7.4 Handling Failed Jobs

How do you handle failed, incomplete, or cancelled jobs?

Additional Comments

Customer Communication

How do you communicate with clients before, during, and after jobs?

What automated notifications would you like? Select all that apply

Booking confirmation Technician assigned notice On-the-way ETA alert Live tracking link Job started notification Job completed summary Invoice / receipt delivery Follow-up / review request Appointment reminder Reschedule / delay notice

Preferred notification channels: Select all that apply

SMS / Text Email In-app push notifications Phone call (for urgent)

Do you want to include technician profiles in client notifications? Select one

Name, photo, rating, bio — like an Uber-style experience.

Yes No Interested, let's discuss

Would you like a client portal / self-service features? Select all that apply

View job history Schedule / request appointments View / pay invoices Live technician tracking Rate service / leave reviews Direct message technician

Do you want personalized messaging (using client name, tech name, etc.)? Select one

Yes No

Anything else about customer communication?

You've completed all 8 sections. Ready to submit?

Our team will review your answers and schedule a setup call within 1 business day.

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Questionnaire Received!

Thank you for completing the NVC360 Workflow Template Design Questionnaire. Our onboarding team will review your responses and reach out within 1 business day to schedule your setup call.

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