The work list and inspection

Why

A board shows where every item is but never which one to pick up next.

What

The Work view ranks every open item and puts the one action that moves it on the row.

How

Open /app/servicing, work down What needs doing and inspect from the item.

The Work view

How the ranking works

1. Past the date promised back, most overdue first.
2. Due within three days, soonest first.
3. Everything else, longest waiting first.

Inside a band, work nearest to going out ranks higher: finished but not sent back comes first. An item with no due date sits in the last band; a due date comes from the service's Turnaround when the item is booked in.

Inspect an item

1. 1
   Step 1.

   Choose Inspect on the row, then Record inspection.

2. 2
   Step 2.

   The form is pre filled from what was quoted. Correct it against the real item.

3. 3
   Step 3.

   Choose Recalculate. The service's own formula prices what was measured.

When the price moves

On a service marked Subject to inspection, a new price further from the quoted one than Inspection approval delta (%) in Settings then Organisation goes to Awaiting approval.

1. The customer contact is emailed a table of old against new, with a link to the quote portal.
2. They approve or decline there. Approve moves the item to In service; decline sends it back.
3. Copy the approval link resends it by hand.

Inside the threshold the new price stands and the item goes straight to In service.

Reject

Reject item takes a reason (Cracked, Undersize, Not economical or Other), a note and an optional photo. The customer is notified; the item's line on a draft quote is voided, and a line on a quote already sent is marked rejected.