Core requirements
Recurring maintenance
Create a maintenance agreement with two visits, seasonal rules and renewal reminders. Verify that unscheduled visits are visible before they become missed obligations.
Installation capacity
Block crews, equipment and multi-day work while preserving space for service. Ask how the system handles permits, parts readiness and dependent tasks.
Customer windows
Test confirmation, reminder, “on my way,” delay and reschedule communication. Confirm opt-out controls and which channels cost extra.
Seasonal planning
Review demand and technician capacity by week. Useful scheduling should reveal overbooking risk before the first heat wave, not only after calls are late.
Demo checklist
- Recurring visit generation
- Multi-day jobs and crew assignments
- Capacity and conflict warnings
- Customer reminders and status messages
- Waitlist or cancellation fill
- Seasonal technician availability
- Calendar and accounting integration
Make the demo measurable. Give every vendor the same sample customer, schedule and job. Record steps, missing data, required add-ons and whether the workflow works on the mobile app.
