Describe the repeated question.
What does the office, inspector or client have to ask again? Note where the information should have come from, who currently finds it and how often the task occurs.
Project checklist
Prepare the booking task before choosing a software solution.
A short walkthrough of an appointment often explains the need better than a long list of features. Use these questions to prepare a discussion with Faith Forge Labs.
List the current platforms.
Include the website, booking system, inspection software, document and payment tools. Identify who manages each account and any vendor limits you already know about. Send names and workflow descriptions, not credentials.
Choose a normal and a changed appointment.
- A request with enough information to arrange the visit.
- A booking that still needs office review.
- A date change after confirmation.
- A report handoff that requires staff attention.
Prepare anonymized examples of what staff should see in each case.
Agree on what to verify.
Describe how a staff member will complete the task in a test environment using fictional records. Check recipients, current instructions and repeated updates as well as the ordinary booking.
Plan who maintains the change.
Assign responsibility for service content, preparation wording and incomplete system updates. Discuss training, handover documentation and any ongoing support separately from the first release.
Send the short version first.
Describe the task, tools and intended result. Leave out customer details and property access information; a suitable way to share a redacted example can be agreed later.