Keep the job context
Connect the customer, equipment and agreed commercial detail to the work being planned.
Workflow / Customer collaboration
Share the right context.Bring the answer back.
Keep the agreement, field evidence and invoice connected to the customer’s response and the team’s next action.
01 / Agree the work
One shared document.A clear decision.
Make the agreement understandable before the equipment and people move.
Explore Rental
Share the agreement
Use the supported agreement link to present the document and its available supporting files.
Keep the signature
Record the supported customer signature with the agreement so the team can follow the decision.
02 / Confirm the work
Evidence from the field.Context for the office.
Bring the customer’s review into the supported field workflow while the work is still clear to everyone involved.
Record the activity
Use the field ticket to capture the work and the operational details needed by the office.
Collect the signature
Let the responsible customer sign the supported ticket workflow and retain that evidence with the record.
Review the handover
Keep the equipment, delivery record and any exception available to the people receiving the next task.
03 / Review the invoice
Make the question specific.Keep the response actionable.
An invoice question should come back with enough context for the office to investigate it.
Present the invoice
Share its lines, amounts, period and PDF through the document’s customer link.
Approve or dispute
Retain the named decision and a comment that explains a dispute against the relevant invoice.
Follow up in context
Have the internal team review the answer from the same document rather than recreating the conversation.
Does the customer receive internal workspace access?
The current customer links are scoped to their documents. Broader customer-wide access to equipment or requests must be explicitly included in the rollout scope.
Which response should we include in a demo?
Choose the response your team needs most: an agreement signature, a signed field ticket, or an approved or disputed invoice.
Can we connect this to our onboarding plan?
Yes. Include the customer-facing records, access boundaries and internal response owners in the same pilot acceptance checks.
Bring a customer question.Follow the answer back.
See how the customer’s document and response stay connected to the team’s next task.
Discuss customer collaboration