Record who requested attendance, who can approve charges and what the initial callout covers before creating the repair scope. Keep diagnosis separate from additional work when the agreement requires a new decision. Attach the accepted repair description and commercial limit to the job so the technician can identify when further approval is needed.
Understand the decision
A tenant may report a problem while a property manager controls spending and another entity receives the invoice. An emergency visit can expose a larger repair. The workflow should preserve the original authorization while making the newly proposed work understandable to the person responsible for payment.
Work through the requirements
- Identify the requester and spending authority.
- Define the initial attendance scope.
- Record approval for the proposed repair.
| Record or decision | Why it matters |
|---|---|
| Callout request | Preserves reported problem and site contact. |
| Authorization note | States approved scope and commercial limit. |
| Repair proposal | Explains additional work requiring a decision. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
A contact listed on the property is not automatically authorized to approve every charge. Keep requester, access contact and paying customer distinct, and have the business define the evidence its agreements require.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Plumbing contractors in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: field service materials and warehouse configuration ↗Odoo 19: sales quotations and invoicing methods ↗Odoo 19: helpdesk after-sales workflows ↗