Launch Phase 1

Phase 1

  1. Quote Process

    1. Quoting within Attik

    2. Sending quotes via action flows

    3. Accepting quotes via Attik quote portal and creating jobs in Spectora

  2. Initial Scheduling

    1. Use the most recent scheduling form to create quotes OR jobs in spectora

    2. Adding needed features to present correct slots - Inspector Levels

  3. Payroll Calculation

    1. Use payroll in its currently form to run payroll across SW companies

  4. Task Check

    1. Onboard task check in current form.

    2. Add custom task check lists

    3. Add quotes task check list

  5. Radon Device Tracking

    1. Onboard in current form

  6. Dashboard

    1. Import historical data

    2. Onboard to current dashboard

    3. Discuss needed features and implement mission critical items

    4. Quote close % By Scheduler

  7. Routing

    1. Using routing tool to route jobs in its current form.

    2. Discuss routing feature for Launchpad specific use cases.

    3. Screen showing worst routes

    4. Add more than 3 people at a time. At least 5 people. ***

  8. Multi brand within a single company viable.

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Upvoters
Status

Completed

Board
πŸ’‘

New Features

Date

10 months ago

Author

Christopher Scott

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