Service OS Pro · $3,500
Build the operating plan before you configure the platform.
The Engagement Workshop is a shared working session for the people who understand the day, the numbers, and the decisions. It produces the Build Document: the workflow map, SOPs, KPIs, selected capabilities, role ownership, and an ownership path. The Build Document belongs to you even if the next step is not Service OS Pro.
What happens
- A current-state map
- First-launch priorities
- Decision rules
- Capability selection
- A data and access list
- The ownership choice
What to bring
- Your service types
- The crew and role list
- Current tools
- A recent dispatch problem
- Price-book and invoice context
- The person who can decide operating rules
What you leave with
- The Build Document
- A launch sequence
- An open-dependency list
- A scope boundary
- The next decision
The workshop does not create a custom development commitment, a delivery SLA, or an integration guarantee. With required inputs, a configured launch typically follows in 2–3 weeks after the workshop and required inputs — typical, not universal.