Service motions
The template starts with recognisable work, not a generic task type.
- Site survey and project mobilisation
- Wiring, panel and distribution work
- Installation, testing and snag correction
- Breakdown and corrective service
- Milestone inspection and handover
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Project, site, building, floor and work zone
- Panel, circuit, MCB, cable route and controlled load
- Approved drawing, revision and bill-of-material reference
- Milestone, snag and variation history
- Customer asset and installed-component identity
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Approved drawing or instruction reference
- Before, in-progress and completed-work photographs
- Cable, panel and protection-device measurements
- Installed material, route and deviation record
- Inspection, snag closure and customer approval
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate project defect liability, manufacturer warranty and AMC cover
- Retain variation approval before expanding chargeable scope
- Route repeat trips and safety observations to supervisor review
- Carry completed installation into asset and preventive history
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Issue wire, cable, MCBs, panels and fittings by project or job
- Track drum, cut-length, scrap, unused material and store return
- Assign calibrated meters, crimping tools, ladders and PPE
- Reconcile subcontractor or site-custody material explicitly
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Link approved milestones and measured work to billing events
- Separate material, labour, expense and variation values
- Retain advance, retention, deduction and collection state
- Keep worker expense approval distinct from customer invoice approval