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Signature workflow

Move every deficiency from guided report to evidenced resolution

Structured capture, configured classification, controlled routing, appointments, targets and possession evidence keep responsibility visible from first report to closure.

Deficiency to evidenced resolution HomeBook product view
A focused product state grounding the deficiency to evidenced resolution workflow.

Workflow outcome

Fewer misrouted jobs, less chasing and stronger evidence for warranty and commercial decisions.

Structured capture, configured classification, controlled routing, appointments, targets and possession evidence keep responsibility visible from first report to closure.

Deficiency to evidenced resolution product workflow
A HomeBook product view used within the deficiency to evidenced resolution workflow.

How the work moves

A clear route from first action to completion

  1. 01

    Purchaser or inspector

    Capture

    Submit details, location, photographs and floor-plan position.

    Team decision
    The reporter confirms the structured information.
    Record
    Complete deficiency record
    Operational value
    Fewer clarification calls and faster first-time triage.
  2. 02

    HomeBook

    Apply rules

    Apply the configured category, priority, warranty and ownership rules.

    Team decision
    The developer defines the rules and approves exceptions.
    Record
    Triage and ownership record
    Operational value
    Fewer wrong call-outs and stronger warranty control.
  3. 03

    Trade

    Accept & schedule

    Receive context, accept work and coordinate access.

    Team decision
    Teams manage dependencies and exceptions.
    Record
    Acceptance, appointment and target history
    Operational value
    Less chasing and earlier visibility of missed targets.
  4. 04

    Trade

    Evidence

    Add notes, photographs, time, costs and receipts.

    Team decision
    The developer inspects and approves possession.
    Record
    Proof of possession and costs
    Operational value
    Clearer support for warranty, paid-extra and backcharge decisions.
  5. 05

    Developer / purchaser

    Close

    Review resolution and sign off where relevant.

    Team decision
    Human approval remains the final gate.
    Record
    Closure, warranty and commercial history
    Operational value
    Defensible closure with fewer repeat conversations.

Apply this workflow

Bring the current process, role hand-offs and approval points.

HomeBook will map them into the product journey and identify the evidence needed to evaluate the change.

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