Phase 1
Quote Process
Quoting within Attik
Sending quotes via action flows
Accepting quotes via Attik quote portal and creating jobs in Spectora
Initial Scheduling
Use the most recent scheduling form to create quotes OR jobs in spectora
Adding needed features to present correct slots - Inspector Levels
Payroll Calculation
Use payroll in its currently form to run payroll across SW companies
Task Check
Onboard task check in current form.
Add custom task check lists
Add quotes task check list
Radon Device Tracking
Onboard in current form
Dashboard
Import historical data
Onboard to current dashboard
Discuss needed features and implement mission critical items
Quote close % By Scheduler
Routing
Using routing tool to route jobs in its current form.
Discuss routing feature for Launchpad specific use cases.
Screen showing worst routes
Add more than 3 people at a time. At least 5 people. ***
Multi brand within a single company viable.
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Completed
New Features
10 months ago

Christopher Scott
Get notified by email when there are changes.
Completed
New Features
10 months ago

Christopher Scott
Get notified by email when there are changes.