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Service Autopilot

Make invoice payments effortless

Make paying bills easy

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The problem

User can not select all

Users need the ability to view service date and due date

View more button extends the card down the page endlessly

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Card says past due even if some invoices are not past due

Methods: Surveys, User interviews, Usability Testing, Wireframes, Prototyping

Tools: Figma, Pendo, Optimal Workshop, Teams Meetings, Monday.com.

Solution

Users are now able to select all invoices, view past due invoices, view all invoices on full page, view date of service and due date. Filtering is mvp. 

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User research

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Usability testing

By conducting usability tests, I was able to refine what users were finding useful and change what they did not react well too. The users were asked general questions. This included, if users were able to select the past due invoice, read the due dates and dates of services, view all invoices, pay all, and select all invoices.

To note: I made notes of the positive and negative feedback. This way I knew what areas to keep expanding and what users were resonating with.

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© 2024 Caitlin Ballone

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