1. Review the job.
Identify dispatchers, technicians and office staff. Note required information, devices, connection limits and current workarounds.
Process
Follow one visit from assignment to completion.
Use a real workflow with safe sample records to define the first release.
2. Define status and evidence.
Agree what each status means, who can change it and what material is needed to close the job.
3. Build the first handoff.
Connect assignment, mobile updates and the office view in a suitable test environment. Keep useful existing tools where they fit.
4. Test field conditions.
Use sample jobs to check interruption, photo upload, a changed assignment and any agreed offline behavior. Confirm the office sees the intended final record.
5. Release and hand over.
Agree migration, recovery and support responsibilities. Document what staff do when an update remains pending or a record needs correction.