Jobs and responsibilities
List representative visit types, assignments and approval steps. Identify the information technicians need and the evidence the office requires.
Resources / Scope and cost
Estimate the complete visit and its handoffs.
The number of screens alone does not describe the work needed for a dependable field workflow.
Devices and connection conditions
Describe supported devices and the specific tasks needing offline behavior. Include synchronization, conflict handling and large photo uploads in the discussion.
Connected systems
Identify CRM, inventory, accounting and notification connections. Confirm supported APIs, ownership and the desired final records before estimating integration work.
Choose a first workflow.
One job type can establish dispatch, mobile capture and office review. Include migration samples, training and ongoing ownership in the scope.