14-DAY SCHEDULING TRIAL CHECKLIST
Business / reviewer:
Trial start / end:
Devices and browsers to test:
Features and plan to evaluate:
Use fictional examples until ready to manage real records.

FILLED OBSERVATION — FICTIONAL
Case: assessment needs a return
Expected: one Job retains the first Visit and a separate planned return
Observed: first Visit completed; Job kept open; return added after part confirmed
Evidence: EXAMPLE-201, reviewed on phone and desktop
Result: fits this case
Follow-up: test a changed return time before moving the live repair diary

DAYS 1–3: SETUP
[ ] Define success criteria and must-have features
[ ] Create a Customer, correct Location and first Job
[ ] Check private notes versus customer-facing information
[ ] Schedule one normal Visit with realistic occupied time

DAYS 4–7: CHANGE AND RETURN
[ ] Move a scheduled Visit and review customer communication
[ ] Complete a Visit with remaining work; keep the Job open
[ ] Add the return only after dependencies are confirmed
[ ] Test recurrence if needed and available on the intended plan

DAYS 8–11: PEOPLE AND RECORDS
[ ] Check assigned person's view if team access is required
[ ] Inspect a customer Visit page before sharing a real link
[ ] Prepare a completed Job hand-off if using Free Invoice App
[ ] Download and inspect available CSV exports

DAYS 12–14: DECISION
[ ] Repeat the hardest workflow on the working phone
[ ] Record gaps, workarounds and untested items
[ ] Confirm ongoing plan cost and included features
[ ] Decide what upcoming work to move and who will check it

REPEAT FOR EACH TEST
Case / date:
Expected result:
Observed result and record reference:
Pass / gap / not tested:
Next action / owner / date:

Final decision and reasons:
Untested requirements: