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Agent implementation notes

Organize property-service requests before the handoff

A service request can arrive without the location, access details, or information needed to assign it. A clearer intake process helps the next person understand what needs attention.

Prepare the request for review

Summarize the submitted information, flag missing details, and draft a follow-up. A person confirms job scope, timing, and any promise to the customer.

Check fit before commissioning a build

This is an illustrative workflow, not a dedicated property-service package or a completed customer project. Review the dispatch system, permissions, and exception owner before commissioning a build.

Common questions

Can the workflow quote or schedule a job?

That depends on the approved rules, systems, and review process. Any booking or quote action needs explicit authorization and testing.

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What would you put an agent to work on?

Tell us about the work, the tools involved, and the decisions that need a person.