Service and property types
List representative jobs and the information needed to review them. Separate recurring work from one-off services and identify who approves the agreed tasks.
Resources / Scope and cost
Estimate the full office-to-crew workflow.
A useful scope describes the work and exceptions the software must support.
Schedules and crew roles
Describe how visits change, who sees private instructions and how work is reassigned. Include the mobile conditions and completion review.
Connections and record quality
Identify current customer, scheduling and workforce tools. Review supported interfaces and sample records before estimating migration or automation.
Choose a first release.
One service type can establish quote, visit and completion behavior. Include staff training, maintenance and exception handling in the estimate.