Quick answer
Quick answer
Workflow overview
Soft closes create downstream chaos: billing disputes, repeat visits, and blind PM planning.
Define completion by job type; audit samples weekly.
Visual workflow steps
Ordered phases your team can operationalize as SOPs, dispatch rules, and automation triggers.
Step 1
Field evidence capture
Photos, readings, serials.
Block submit when mandatory fields missing.
Step 2
Customer acknowledgment
Signature or portal confirm when policy requires.
Store with references.
Step 3
Structured notes
Findings, next actions, risks.
Avoid narrative-only closes.
Step 4
PM trigger evaluation
Auto-schedule rules by asset class.
Human override with reason codes.
Step 5
QA sample
Random audits for high-risk types.
Coach individuals; fix templates globally.
Operational objectives
- Fewer silent failures
- Better PM forecasting
Recommended KPIs
Rework within 14 days
By technician cohort.
Role responsibilities
Technician
Owns evidence and honest scope notes.
Automation opportunities
- Auto-open follow-ups from risk flags in notes.
- Template enforcement by asset class.
Common failure points
Narrative-only closes
Unsearchable and unautomatable.
Related Equipify features
Related SOPs (Help Center)
Implementation checklist
- Mandatory fields matrixPer job type; publish to mobile.
FAQ
- Signatures always required?
- Policy-driven—some internal PM closes may not need customer sign-off.