Structured wrap process with prompts, defect-driven items, and client vs agent paths

Users want a clear framework and supportive interactive prompts for inspectors to follow during wrap so the process is consistent and easy to follow. They also want a standardized set of wrap items that automatically appear when related defects are in the report (e.g. a roof defect in the report adds the corresponding roof wrap item), and a clear separation between client-facing and agent-facing information so the inspector can choose the right wrap journey depending on who is present at the inspection.

Why it matters: Inspectors need a repeatable, defect-aware wrap flow and the ability to tailor the conversation for the client, the agent, or both.

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Upvoters
Status

Planned

Board
🏠

Main App

Date

4 months ago

Author

Linear

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