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.

Please authenticate to join the conversation.

Upvoters
Status

Planned

Board
πŸ’‘

New Features

Date

25 days ago

Author

Linear

Subscribe to post

Get notified by email when there are changes.