Scope is in development. Use this checklist to discuss a future evaluation; production access is not yet available.
Start with one repeatable job.
Choose a familiar service that moves through a clear quote, approval, payment and booking process.
- List the information you collect from a customer.
- Identify the person responsible for each handoff.
- Write down what should trigger the next step.
Make the pricing rules explicit.
Gather the measurements, material rates and optional charges that affect a quote.
- Use consistent units for measurements and prices.
- Confirm how tax, deposits and installation charges should work.
- Prepare sample jobs with known totals to check your formulas.
Plan the customer experience.
Decide what a customer should see and do through their private link.
- Prepare quote and follow-up message wording.
- Choose when to request approval, payment and booking.
- Agree reminder timing and the process for exceptions.
Review before going live.
Discuss availability and setup with Odidor during early access. Test a sample workflow before enabling real actions.
- Review each record change and calculated total.
- Check approval, payment and booking paths with sample data.
- Confirm ownership and a process for pausing or correcting a job.