Choose a partner.
Compare dispatch, field and office tasks in a representative demonstration.
Read the partner questionsPlanning resources
Plan around the visit people actually perform.
Use these guides for your own notes. They do not collect job records.
Trace a missing update.
Follow the technician action through saving, synchronization and the office view.
Use the status diagnosticPrepare the scope.
Consider devices, evidence capture, offline needs and connected systems.
Review scope and cost driversCan existing office systems stay?
Review supported connections and ownership first. One focused field workflow can often be evaluated before deciding on a wider replacement.
Is offline operation automatic?
No. Define the tasks that must work without a connection and the behavior when updates conflict or cannot synchronize. Those requirements need explicit scope and testing.