People and records
- Who receives, reviews and schedules the inquiry?
- Which system owns the property, estimate and visit?
- What information does the crew need on its device?
- Who can approve scope or schedule changes?
Resources / Project checklist
Choose one handoff the team can demonstrate.
Use these questions to prepare a limited first improvement.
Exceptions
- What happens outside the service area?
- How are missing access details or measurements reviewed?
- Who handles weather delays, crew changes and return visits?
- What happens if a photo or status update does not transfer?
Test and handoff
Use safe sample records to follow the inquiry through a completed visit and an exception. Agree the production change, recovery path and maintenance owner. Keep trade, pricing and treatment decisions with the business and qualified advisers.