01Map the Repair Journey and Approval PointsDocument how requests enter the business, who confirms appointments, how parts are authorized and when jobs become billable. Define mandatory human review for safety concerns, diagnosis, repair recommendations, warranty decisions and financial exceptions.
→
02Define Job Fields and Data ConnectionsAgree the required fields for customer contacts, service addresses, appliance identifiers, access restrictions, fault descriptions and consent records. Assess available exports, APIs or other supported connection methods before committing to any system connection.
→
03Test Realistic Service ExceptionsPilot workflows using scenarios such as unreadable model labels, unavailable tenants, delayed control boards and repeat faults. Check duplicate handling, notification permissions, escalation ownership and what happens when a connected data source is unavailable.
→
04Launch with Review Queues and Performance TrackingStart with a defined service area or job type, retain approval queues and record workflow actions. Monitor missing intake fields, unconfirmed appointments, parts-related postponements and unresolved follow-ups, then adjust rules with your operations team.