Dispatch and change
Ask how a job is assigned, updated and reassigned. Check how the technician notices a change and what the office sees before it is acknowledged.
Resources / Choosing help
Ask to see the same job from all three sides.
Use one safe sample job to compare the dispatcher, technician and office experience.
Work on the intended device
Demonstrate notes, photos and completion on a device representative of field use. Review a connection interruption and the difference between local and synchronized work.
Complete the office task
Show how staff review evidence, resolve a missing item and move approved work toward invoicing or another system.
Review ownership
Ask who maintains accounts, job types, integrations and exports. A useful proposal includes exception handling and staff handoff as well as mobile screens.