Illustrative workflow

Keeping Homeowners Updated

Each verified milestone triggers an appropriate update to the homeowner. Delays trigger human-reviewed information, never an invented arrival time. Incoming replies route to the right person.

Starting event

A verified job milestone occurs: contract signed, materials scheduled, crew dispatched, or job complete.

How the workflow moves

1
System
Detects a verified milestone from the job record.
2
System
Sends the matching update to the homeowner.
3
Office
Reviews any delay flag before a delay message sends.
4
System
Routes incoming replies to the assigned contact.

Exception branch

If a milestone is delayed, the system does not send an arrival time from stale data. The office reviews the delay and sends an appropriate update with the corrected information.

Sample output

Update one: 'Your materials are scheduled for delivery on Thursday. We will confirm the crew start time tomorrow.' Update two: 'The crew is on site and starting your roof today.'

Illustrative sample. No real customer data or achieved metric.

Measurement definitions

Milestone coverage

Verified milestones that triggered an update.

Delivery issues

Updates that failed to deliver.

Owner response

Incoming replies that received a response.

Repeat status inquiries

Homeowners who asked for status more than once, indicating a gap.

Related service

Questions about this workflow

Contract, scheduling, delivery, crew arrival, and job completion. Each is verified before the update sends.

Apply this to your business

A strategy session identifies whether this workflow fits your operation and what to build first.

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