Step 3
What would help your team move smoother?
Select the module that should connect site service request to site service board, readiness (asset, contract, and vendor readiness), proof (asset proof), and the handoff between office team, field team, and customer so handoffs stop depending on memory.
Team SignalPM visits, asset hold, asset proof review, exceptions, and the next move in one team handoff so leadership can decide what changes today.Site Service Request Handoff QueueSite service request from PM to site service board, with rtu-14 pm, site downtime, readiness, and handoff ownership clear before time or capacity is promised.Site and Asset AccountSite and asset account with the right contact, context, plan rules, history, open items, and follow-up so approvals, payment, access, and updates do not drift.Site AssetSite asset with packet context, checklist steps, options, closeout notes, and asset proof so the work starts with a usable record and proof path.Asset, Contract, and Vendor ReadinessAsset, contract, and vendor readiness with resources, staging, outside dependencies, holds, and release status so vendor needs and blockers are visible before the site service request promise locks.Service Technician Assignment MatchService technician fit, site service board, timing, readiness, assignment reason, and customer update so the handoff is explainable before the promise locks.Service Technician Team Start PlanCustomer, office team, and service technician aligned on prep, brief, timing, proof plan, and start accountability before the field team begins.