All manufacturing examples
Install closeout for field technicians
Turns a technician's install notes and photos into closeout records and a customer recap, and asks the tech for any missing readings or photos.
The operation
After a factory install, turn the technician's notes, photos, and customer context into the closeout updates, missing-info requests, and customer recap.
Built it in 6 steps. The field tech fills in missing readings or photos in Teams, and Malleable handles the rest.
Starts when
Technician deployment notes or completed install ticket
Trigger
Capture Notes
Collect install notes, photos, serials, customer, site, and equipment context.
ServiceNow
Captures install notes, photos, serials, and site context.
Validate Setup
Check required sensor configuration, missing photos, and closeout checklist.
ServiceNow
Checks the work order for required readings, photos, and closeout fields.
Notion
Compares the setup against the required sensor checklist.
Request Missing Details
Needs input
Ask field tech for missing readings, photos, or customer details.
Microsoft Teams
Requests missing readings, photos, or customer details from the field tech.
Validate Resubmission
Check the technician's new readings, photos, and closeout details.
ServiceNow
Rechecks the resubmitted readings, photos, and closeout details.
Update Records
Log corrected configuration, customer notes, and follow-up tasks.
ServiceNow
Logs the corrected configuration and follow-up tasks.
Send Recap
Send customer recap after the missing setup evidence is complete.
Salesforce
Adds the completed setup evidence to the customer recap.
Reading install notes, photos, and site context...
Step by step
- 1Capture Notes: Collect install notes, photos, serials, customer, site, and equipment context.
- 2Validate Setup: Check required sensor configuration, missing photos, and closeout checklist.
- 3Request Missing Details: Ask field tech for missing readings, photos, or customer details.
- 4Validate Resubmission: Check the technician's new readings, photos, and closeout details.
- 5Update Records: Log corrected configuration, customer notes, and follow-up tasks.
- 6Send Recap: Send customer recap after the missing setup evidence is complete.
What the team gets
- Install details get captured
- Field techs review a focused missing-info request
- Customers receive polished closeout recaps
Apps it uses
Microsoft Teams
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