Show the office task.
How are missing quote details reviewed? Who approves the work and recurring schedule? Ask what happens when a customer changes the request.
Resources / Choosing help
Ask to see a changed job, not only a new booking.
Use a representative safe sample when comparing proposals.
Show the crew task.
Review the intended device, required instructions and completion steps. Check an unfinished task or inaccessible area rather than demonstrating only a perfect visit.
Explain connected systems.
Identify which tool owns the customer, service agreement and visit. Review supported integrations and the fallback when an update fails.
Plan the handoff.
Ask who maintains checklists, permissions and recurring rules. A useful proposal includes staff exception handling and record exports as well as screens.