Support agent-level or job-level control over whether clients can create or collaborate on repair lists.
The team discussed a Top Choice agent who was upset that a client could build a repair list before the agent had spoken with them. Their previous workflow gave agents more control over when clients could see or act on repair-list functionality. The conversation explored a broader need for configurable permissions tied to an agent profile or, in some cases, a one-off job override. The desired outcome is to let agents control whether client collaboration on repair lists is enabled for their workflow rather than forcing a single default behavior for everyone. Ideally they want to surface this option for the agent in the Agent Assist app.
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Planned
Main App
19 days ago
Linear
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Planned
Main App
19 days ago
Linear
Get notified by email when there are changes.