Service motions
The template starts with recognisable work, not a generic task type.
- Site survey and solution handoff
- Controller, relay, sensor and lock installation
- Scene programming and commissioning
- Connectivity or automation fault
- Upgrade, handover and preventive visit
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Hub, controller, gateway and network context
- Relay, sensor, switch, lock and controlled load identity
- Room, circuit and approved scene relationship
- Firmware and configuration-version reference
- Ownership, consent, warranty and support history
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Device topology and installation identity
- Approved scene and acceptance checklist
- Fault observation and non-secret diagnostic result
- Configuration version before and after change
- Resident handover without passwords or private-media capture
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate device warranty, installer workmanship and support contract
- Define covered configuration changes and chargeable enhancements
- Record vendor escalation references without promising vendor action
- Carry recurring connectivity faults into network-boundary review
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Reserve compatible controllers, relays, sensors and approved accessories
- Track serialised devices from store to installed location
- Plan electrical and network test tools without storing household credentials
- Reconcile removed devices, unused material and configuration backups by policy
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Tie approved design and installation milestones to billing
- Separate warranty correction, support cover and requested enhancement
- Record deposits, balance and provider-confirmed collection state
- Keep third-party subscriptions outside KaryaFlow collection unless integrated