Lifecycle
Request → dispatch → truck → invoice-ready
- 1. Request. A site contact files a service request with priority, site, and asset.
- 2. Triage. Dispatch reviews, converts to a work order, and lands it on the board.
- 3. Assign. A technician and window are saved. Overlaps require an explicit acknowledgment.
- 4. In the field. Start Travel, Arrived, Start Work. Checklists, labor, parts, and photos attach to the same WO.
- 5. Sign-off. The customer signs. Complete stamps the job and marks it invoice-ready when there are billable lines.
- 6. Follow-through. Operations sees the timeline, inventory movement, and GST-inclusive totals. PM due can spawn the next WO.