ASI Digital Work Order Pilot

ASI Digital Work Order Pilot
A 90-day pilot to help Aqua Sciences safely move from paper work orders to a digital-first operating loop.
The goal is simple: Prove the work order loop from request to invoice-ready — without disrupting current operations.
Why This Matters
ASI already has a working process. But the current setup creates friction at every step.
📄 Paper Work Orders
Physical forms that can be lost, misread, or delayed in transit between office and field.
📁 Scattered Photos
Job documentation spread across shared folders, texts, and emails with no central record.
📞 Manual Follow-Up
Calls and messages to track job status, missing closeout details, and billing readiness.
This pilot gives the office and field team one shared place to create, track, complete, review, and prepare work orders for billing.
The Pilot Goal
Prove that ASI can confidently run service work through a complete digital work order cycle — end to end.
Every stage of the loop is accounted for — from the first call to the final invoice-ready status. The pilot validates each handoff in real conditions.
What's Included
Digital Work Order Setup
Internal work order creation for calls and emails, plus a customer-facing service request form.
Schedule & Assignment Visibility
See who is assigned to what, when — across the full team at a glance.
FieldFlow Mobile Access
Technicians read job orders, capture documentation, and close out work from their phones.
Comments & Communication
Job-specific comments keep all communication tied to the work order — no more scattered texts.
Closeout Documentation Workflow
Structured closeout steps ensure Donna has everything needed before billing review.
Basic Reporting & Training
Invoice-readiness reporting plus full staff training and pilot support throughout the 90 days.
Pilot Timeline
1
Days 1–30: Setup + Workflow Shaping
We confirm ASI's workflow, configure the pilot system, prepare pilot data, and train the team. This phase is about getting everything right before go-live.
2
Days 31–90: Active Pilot Use
ASI runs digital work orders alongside paper, tests the workflow, gives feedback, and measures whether the system saves time and improves visibility across the team.
What This Pilot Will Prove
Five core questions this pilot is designed to answer for ASI:
Office Speed
Can the office create and track work orders faster than the current paper process?
Job Preparation
Can Danny prepare jobs with better visibility into what's scheduled, assigned, and pending?
Field Readiness
Can field techs read digital job orders directly from their phones — no paper required?
Closeout Completeness
Can Donna reduce follow-up for missing closeout details before billing review?
Invoice Readiness
Can completed work become easier and faster to review and prepare for invoicing?
If the loop works, we expand from there.
What Is Not Included Yet
The pilot is intentionally focused. It does not include full automation or deep integrations — those come after the core loop is proven.
Future phases can be scoped once the pilot validates ASI's real-world service workflow.
Pilot Investment
Standard 90-Day Pilot Value
$8,500
Full market rate for a 90-day digital work order pilot of this scope.
ASI Pilot Partner Rate
$5,000
This rate reflects the existing relationship and the opportunity to shape the system around ASI's real-world workflow before expanding.
The ASI Pilot Partner Rate is offered specifically because this engagement helps build and refine the system around real service operations — creating value for both sides before deeper automation and integrations are introduced.
Payment Structure
Payment 1
$2,500
Due to initiate services. This payment kicks off the engagement — workflow confirmation, system configuration, and team training begin immediately.
Payment 2
$2,500
Due when the pilot environment is ready for active team use. This milestone payment is triggered when the system is configured and ready for the team to begin live use.
This structure keeps the upfront commitment manageable while giving ASI a real working pilot — not just a concept deck.
After the Pilot & Next Steps
Ongoing Managed Support
If the pilot is successful, ASI can continue with a monthly managed support plan covering:
System upkeep and bug fixes
White-glove support
Minor workflow adjustments
Staff support
Reporting refinements
Ongoing optimization
New features and integrations would be quoted separately as ASI's needs grow.
Ready to Begin?
Review and sign the formal Scope of Work. Once signed, you'll be redirected to submit the 50% pilot deposit and initiate services.
The next step is yours — let's prove the loop together.
Review & Sign SOW