Extra work to signed completion
Approve additional scope and close the visit with the right evidence.
4 stages · 1 approval
Roles and responsibilities
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Step 2Review the estimate
Estimate NumberService CallCustomerEstimated Amount
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Step 3Record authorized work
Call NumberCustomerService LocationService Category
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Step 4Validate completion
Call NumberCustomerAssigned TechnicianArrived At
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Prepare the extra scope
Record the additional work against the active service call, including price, terms, expiry and the customer location. Preserve the original work scope. Submit the estimate revision rather than starting extra billable work while approval is still pending. The submission captures its author and the configured review limit; a later reassignment or policy change cannot make the request self-approvable.
Approval required
Review the estimate
Technician prepares an Estimates revision with exact Scope, amount, terms and expiry, then submits it. An independent Crew Lead within ApprovalLimitSnapshot or Operations Manager approves the exact revision: Status: Draft → Submitted → InternallyApproved. The customer then signs that presented revision with authorization evidence: Status: PresentedToCustomer → Approved. A changed scope or amount invalidates old decisions and signatures. Additional parts/labor must reference the approved estimate before work is charged.
Record authorized work
The assigned Technician or Crew Lead records Status: Dispatched → EnRoute → OnSite; server acceptance stamps arrival and opens a labor session. ETA communications require current channel permission. Labor, parts, notes and required photos are scoped to the call and authorized crew; only server commands append ServiceCallActivities. Times are instants, not date-only values. Additional parts and labor reference the exact approved estimate. Customer signature evidence is validated for the same call, document and scope; an image captured on another visit cannot authorize this work.
Validate completion
Technician requests completion while OnSite. Validate closed nonoverlapping labor sessions, posted parts, required photos, ResolutionSummary and an immutable current-scope CompletionSignature from an authorized customer signer. If payment is required, wait for confirmed capture covering the computed balance or an independent Operations Manager credit decision tied to the exact signed scope, unpaid amount and published policy revision. The retained credit receipt leaves an unpaid receivable; Pending, Authorized and Unknown payments do not satisfy collection. Only the validated server command performs Status: OnSite → Completed and stamps CompletedAt. Signature and payment capture happen before this transition, never as a trigger that assumes completion already succeeded.
Approvals and controls
1 approval required in this process
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Review the estimate
Crew Lead or Operations Manager signs · record authorized work waits
Estimates, Signatures - Reviewer differs from the estimate author.
- Changes invalidate prior approvalSignature applicability.
- Only an authorized customer signer can accept the exact document.
- Pending or unknown payment does not satisfy required collection.
- Credit completion requires an independent decisionRetain exact-scope evidence; changed work or payment balance invalidates it.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Prepare the extra scope | EstimatesServiceCallsServiceCategories | Submit an exact scope revision |
| 2 Review the estimate | EstimatesSignatures | Authorize additional work on the accepted revision |
| 3 Record authorized work | ServiceCallPartsServiceCallLaborServiceCallPhotosServiceCallNotes | Retain scoped work and completion evidence |
| 4 Validate completion | ServiceCallsSignaturesPaymentsCreditPoliciesServiceCallActivities | Commit verified completion once |
Process reports
All reportsCalls Completed
Count distinct completed calls by completion date, category, technician and location service area. Cancelled and rescheduled visits are separate outcomes.
On-Time Arrival
Among arrived calls with a valid promised customer window, measure arrivals within that frozen window in the location time zone; show missing windows separately.
First-Time-Fix Rate
For completed calls whose 30-day observation window has elapsed, report the share without an explicit RecallVisit linked by OriginalCall; show immature cohorts separately.
Tech Utilization
Closed billable labor hours divided by the matching immutable TechnicianAvailabilityDays basis, including days without calls. Later slot, leave or employment edits do not change an earlier denominator. Expand actual crew labor per member without double counting; exclude open clocks and show missing basis as incomplete, not zero.
Same-Day Payment Capture
Among completed calls requiring collection, measure confirmed net captures covering the billed amount within 24 hours of completion; authorizations, unknown outcomes and refunds do not count as paid.
CSAT by Tech & Category
Average verified responses on the configured score scale by technician, category and response period, with response count and invitation coverage; missing responses are not zero scores.
Run by an agent
Agent support
Proto cannot approve its own request, authorize a customer signature, invent a processor or AR acknowledgement, bypass a missing certification or rewrite signed and posted history. Sensitive connector credentials and card data stay outside prompts and operational notes.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› extra work to signed completion · prepare the extra scope on Estimates, ServiceCalls, ServiceCategories
✓ Record the additional work against the active service call, including price, terms, expiry and the customer location.
› extra work to signed completion · review the estimate on Estimates, Signatures
⏸ approval · waiting for the crew lead or operations manager
# 2 more stages after approval: record authorized work, validate completion
Other processes
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Completed visit to reconciled billing
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