02
Arrive on site
↓
Take arrival photo (proof of presence)
Auto-tagged: timestamp + GPS + project ID
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Greet crew & review on-site permit/plans
03
Efficiency This gate avoids double-entry on the ~80%+ of projects where PSoW matches ABSoW.
System presents PSoW:
“This project has: UND-PUSH (12 piers), ANC-WALL (8 anchors). Is this what was installed?”
↓
Does PSoW match what’s installed?
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Yes (~80% of jobs)
PSoW = ABSoW confirmed
Hardcoded values auto-populate
↓
System prompts only for field-observation data (depths, locations, rod lengths, photos)
No — Changes
Report what changed:
Product removed · Qty change · Product swap · Product added
↓
System records delta → becomes ABSoW
↓
Walk through revised product list
04
For each product in confirmed/revised SOW:
↓
Upload photos specific to this product
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Enter ABSoW data points (varies by product — see sidebar reference)
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For qualifying products: “How many production days?”
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Note any discrepancies between permitted scope and installed work
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Repeat for each product in SOW
05
Are ALL SOW items for this appointment accounted for?
↓
Yes — All Complete
Outstanding items? (drive logs, photos)
↓
None
Inspection closes
Project → Ready for Review
↓
Enters Jacob’s review queue
Items Needed
Auto-RFI to Scheduler
(drive logs, photos)
↓
Inspection closes
SLA starts on fulfillment
No — Partial SOW
Follow-up already scheduled?
↓
Yes
Next inspection picks up remaining SOW
No
Auto-RFI to Scheduler: schedule follow-up
06
UND product requires drive log data
↓
Can you get the drive log on-site?
↓
Yes (photo of handwritten log)
Upload photo via WhatsApp
↓
System OCR/parses → data to SmartSuite
No (crew not finished)
Auto-RFI to Scheduler:
“Upload drive log for Project X, UND-PUSH”
↓
RFI escalates daily if unfulfilled
07
Hybrid approach: Quick capture in the field as you inspect each product, then structured review/confirm at the car before closing out the appointment.
During inspection: capture photos per product
Tagged: project ID + product code + timestamp
↓
At car: system prompts structured review
“Confirm all photos for UND-PUSH uploaded?”
↓
Close out appointment
08
Route change alert via WhatsApp
↓
Updated schedule with new address/time
↓
Navigate to new appointment
Arrive on site — no crew / no access
↓
Report missed appointment via WhatsApp
↓
System auto-tags → trip charge fee applied
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Jacob & Dustin notified
Goal state: By the time you pull out of the driveway, the system has everything needed to draft a cert and invoice — photos, SOW confirmation, field measurements, production days. Any gaps trigger automatic RFIs to the client’s Scheduler.