1
ACCEPT JOB
2
SET WINDOW
3
DOCUMENT
4
CLOSEOUT
DOLI Daily Flow
- Review New Orders / Scheduled Jobs.
- Accept job only if you can perform the work.
- Set the 3-hour arrival window before the deadline.
- Call/text customer before arrival.
- Mark Enroute / On-Site in the field app and DOLI/mobile app.
- Take before and after photos.
- Capture signature and completion forms.
- Upload paperwork/photos before closeout.
Problem Reporting
Use Product Problem, Site Not Ready, Need Installs Action, or escalation channels when the site/product/customer issue blocks the job. Damage claims should be escalated immediately and documented with photos and professional notes.
Call CRST IVR Field Help Accounting
Closeout Standard
Upload everything before end of day. Missing photos/forms/signatures can slow payment, damage claim defense, or closeout approval.