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Technical-service operations automation

:::info Flagship thesis (hypothesis) A larger direction that individual validated ideas can roll up into. Still a hypothesis — start with the named first wedge, not the whole platform. :::

Best-fit businesses​

HVAC, electrical, solar, machinery service, facility maintenance, vehicle workshops, technical suppliers, and installers.

Proposed workflow
Text alternative (accessible description)
  1. Structure requirements leads to Retrieve similar jobs.
  2. Retrieve similar jobs leads to Draft quotation.
  3. Draft quotation leads to Qualified approval.
  4. Qualified approval leads to Schedule and perform work.
  5. Schedule and perform work leads to Voice note and photos.
  6. Voice note and photos leads to Service report.
  7. Voice note and photos leads to Invoice input.
  8. Voice note and photos leads to Maintenance history.
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  1. Structure requirements leads to Retrieve similar jobs.
  2. Retrieve similar jobs leads to Draft quotation.
  3. Draft quotation leads to Qualified approval.
  4. Qualified approval leads to Schedule and perform work.
  5. Schedule and perform work leads to Voice note and photos.
  6. Voice note and photos leads to Service report.
  7. Voice note and photos leads to Invoice input.
  8. Voice note and photos leads to Maintenance history.

Step 1: Structure requirements leads to Retrieve similar jobs.

First wedge​

Choose either quotation preparation or voice-to-report, not both. Measure minutes saved, turnaround, correction rate, and acceptance.