Where to start
List three situations from the last month that cost you time: a rescheduled install, lost handover photos, a customer left without an update. Judge any system by whether those three would have gone differently.
Stages, not just dates
Check whether a job splits into stages with their own status and owner. Without that you get a task list that says nothing about installation progress.
Records attached to the stage
Photos and notes should belong to the stage. If they go to a separate gallery or drive, nobody finds them six months later.
Customer approval in the flow
Ask how a customer confirms a stage. An email with an attachment is not a handover, because it leaves no record on the job.
Work with weak signal
Signal is poor in plant rooms and on roofs. Check whether crews can save progress locally and sync once the connection returns.
Roles instead of one login
Owner, coordinator, and crew need different views. One shared login for everything ends in accidental changes.
Cost of starting and leaving
Ask how long the first project takes to set up and whether you can export your data if you change your mind.
