Integrated Customer Profiling, Service Provider Matching and Smart Order, Creation System and Method

• US 20140172479A1
• Filed: 12/14/2012
• Published: 06/19/2014
• Est. Priority Date: 12/14/2012
• Status: Abandoned Application

• Current Assignee: John W. Vanzandt, Lisa A. Gallagher
• Original Assignee: John W. Vanzandt, Lisa A. Gallagher
• Inventors: Gallagher, Lisa A., VanZandt, John W.
• Application Number:
  US13/716,020
• Publication Number:
  US 20140172479A1
• Time in Patent Office: Days
• US Class Current: 705/7.15
• CPC Class Codes: G06Q 10/063114 Status monitoring or status determination for a person or group

Abstract

A computer-implemented home maintenance and service system and method provide automated, integrated user profiling, service provider matching, and work order creation. The system and method facilitate the computer-implemented, automatic creation of service transactions, in the form of actionable work orders that can be utilized by service providers. These service transactions are established in a vendor-provided transaction brokering system that includes a home profile database, a service request match processor, and a service order processor. The system also houses and uses a comprehensive database repository for all home related information.

Claims

1. A computer-implemented home maintenance and service system comprising:

a) a customer portal interface, a service provider portal interface, and a system provider interface, each portal interface configured to input data and receive data via keyboard, mouse, touch screen or voice processor;

b) a home profile database storing customer information and a home profile of all home related information;

c) a service provider database storing service provider information;

d) a service request match computer processor in communication with the home profile database, the service provider database, and a service order processor, the service request match processor programmed;

to receive a service request for a home from a customer through a customer portal interface and obtain a home profile from the home profile database, to compare the service request and home profile to the service provider database and select at least one best fit match of a service provider for the service request, and to communicate service request and service provider information with the service order processor; and

e) the service order processor in communication with the home profile database, the service provider database, and the service request processor, the service order processor programmed;

to communicate service request and service provider information with the service match processor, to prepare, change, and close out a work order for the service request, and to communicate work order information with a customer and a service provider.

2. The system of claim 1, wherein the home profile database includes purchase, maintenance, repair, improvement, infrastructure, appliances, decorative appointments, exterior, interior design, home network, and safety devices information;

diagrams, as-built drawings, plan drawings, appliance manuals, user manuals, photographs, warranty documents, home system characteristics, requiring maintenance, home appliance characteristics, updates, history of service requests, in-process work orders, or completed work orders or combinations thereof.

3. The system of claim 2, wherein updates include an update of the home profile database with completed work order information provided by a service provider upon completion and close out of a work order for a service request.

4. The system of claim 2, wherein the system accepts data feeds from home devices and home appliances.

5. The system of claim 1, wherein the service provider database includes service provider contact and profile data, skill sets, geographical proximity, licensing, insurance, references, ratings, or historical information of customer satisfaction with past performance or combinations thereof.

6. The system of claim 1, wherein the customer information includes user name, contact information, address, and payment method.

7. The system of claim 1, wherein the system outputs through the customer portal interface a list of service options to the customer and allows the customer to provide input for a service request through the customer portal in response to the service options.

8. The system of claim 1, wherein the home profile database provides a query and reporting function the user may access through a user portal.

9. The system of claim 8, wherein the reporting function outputs at least one type of report that describes maintenance, repairs, and improvements to a home.

10. The service request match processor of claim 1, wherein the service request match processor is programmed to select at least one best fit match of a service provider based on variables including dates and times selected by the user, total number of visits required to complete the service request, quality rating of the service provider, geographic location of the user, service provider availability, or user criteria ranking or combinations thereof.

11. The service order service order processor of claim 1, wherein the service order processor is programmed to interact with the service request match processor to create a work order based on best fit matching information determined by the service request match processor, and presents the work order to the service request match processor for subsequent presentation to the service provider through a service provider portal.

12. The system of claim 1, wherein the system further comprises a database server cluster of database servers;

and a logic and processor cluster of servers for the service request match and service order processors, and application system code and logic used therein.

13. A computer-implemented home maintenance and service method comprising:

a) requesting a service request for a home by a customer through a portal interface of a computer-implemented home maintenance and service system, the portal interface configured for data input and data output by keyboard, touch screen and mouse;

b) receiving the service request through a match computer processor, the match processor programmed to combine the service request with customer information and a home profile obtained from a home profile database, the home profile database storing customer information and a home profile of all home related information;

c) comparing the service request and home profile to a service provider database through a matching program executed by the match processor, the service provider database containing service provider profiles;

d) selecting at least one best fit service provider by the matching program;

e) creating an initial work order through the matching program in communication with a service order program executed by a service order processor, the service order program generating the initial work order by combining the service request, home profile and a service provider profile received from the matching program;

f) sending the initial work order from the matching program to at least one selected service provider, wherein a service provider receives the initial work order through a service provider portal interface or electronic mail or combination thereof;

g) receiving an acceptance of the initial work order from an available service provider, the acceptance being sent through a service provider portal to the matching program;

h) selecting at least one best fit, available service provider as a final service provider through an analysis of one or more available service providers, the analysis performed by the matching program;

i) sending information for the final service provider from the matching program to the service order program;

j) creating a final work order through the final service provider information, service request, customer information, and home profile;

k) sending the final work order from the service order program to the final service provider through a service provider portal, electronic mail, or combination thereof;

k) receiving the final work order by the final service provider;

l) completing the final work order by the final service provider;

m) submitting a completed final work order by the final service provider through a service provider portal to the service order processor; and

n) updating the home profile database through the service order processor with information of the completed work order.

14. The method of claim 13, wherein the home profile of step b) comprises purchase, maintenance, repair, improvement, infrastructure, appliances, decorative appointments, exterior, interior design, home network, and safety devices information;

diagrams, as-built drawings, plan drawings, appliance manuals, user manuals, photographs, warranty documents, home system characteristics, requiring maintenance, home appliance characteristics, updates, history of service requests, in-process work orders, completed work orders or combinations thereof.

15. The method of claim 13, wherein the service provider database of step c) comprises service provider contact and profile data, skill sets, geographical proximity, licensing, insurance, references, ratings, historical information of customer satisfaction with past performance or combinations thereof.

16. The method of claim 13, wherein the customer information of step b) provides for input of user name, contact information, address, and payment method.

17. The matching program of the method of claim 13, wherein the matching program selects at least one best fit match based on variables including dates and times selected by the user, total number of visits required to complete the service request, quality rating of the service provider, geographic location of the user, service provider availability, or user criteria ranking or combinations thereof.

18. A computer-implemented home maintenance and service method for facilitating computer-implemented, automatic creation of a home service transaction, the method comprising:

a) receiving a service request for maintenance and service of a home sent from a customer through a customer component of a computer-implemented brokering system;

b) creating a work order through computer processor components of the brokering system, the brokering system components matching the service request to at least one best fit service provider; and

c) providing the work order from the computer-implemented brokering system to the best fit service provider through a service provider component of the computer-implemented brokering system.

19. The method of claim 18, wherein creating a work order in the computer-implemented brokering system in step b) further comprises:

i) receiving the service request in a service request receiver processor of the brokering system;

ii) sending the service request from the service request receiver processor to a service request match processor;

iii) analyzing the service request by a matching program executed by the service request match processor, wherein the matching program;

compares the service request with service provider profile information, generates a list of at least one potential service provider best suited to the service request, and generates a potential work order;

iv) sending the list of at least one potential service provider and the potential work order to a broadcaster processor programmed to dispatch the potential work order to the list of at least one potential service provider through an electronic mail broadcaster or a service provider component broadcaster or a combination thereof;

v) dispatching the potential work order from the broadcaster processor to at least one potential service provider through electronic mail, a service provider component, or a combination thereof;

vi) receiving a response from the potential service provider sent from a service provider component to a candidate service provider processor;

vii) generating a list of at least one candidate service contractors by the candidate service provider processor from one or more responses received;

viii) sending the list of at least one candidate service contractor from the candidate service provider processor to the service request match processor;

ix) analyzing the list of at least one candidate service provider by a work order assignment coordinator program executed by the service request match processor;

wherein the work order assignment coordinator program generates a work order that is assigned to at least one best fit service provider;

x) sending the work order from the service request match processor to the customer component for confirmation of the work order by the customer;

xi) confirming of the work order by the customer through sending the work order from the customer component to a work order dispatch processor; and

xii) providing the work order to the at least one best fit service provider by dispatching the work order from the work order dispatch processor to a contractor component.

20. The method of claim 19, wherein the work order assignment coordinator in step ix) assigns the work order to at least one best fit service provider by a decision making program that analyzes candidate service provider variables including dates and times requested by the customer for the service request, total number of visits required to complete the service request, quality rating of the service provider, geographic location of the user, service provider availability, or user criteria ranking or combinations thereof.