Project brief template

Result

Brief for "Field service app" ready: 3 goals, 4 items in scope.

# Project brief: Field service app

**Owner:** Head of operations

## The problem

Technicians get jobs by phone and write reports on paper. Office staff retype every report, and customers wait days for an invoice.

## Goals

- Send jobs to technicians' phones
- Capture reports and photos on site
- Invoice the same day

## Users

| Who | What they need |
|---|---|
| Technician | see today's jobs, record work, take photos |
| Dispatcher | assign jobs and see progress |
| Customer | get a report and an invoice |

## In scope

- Job list and job detail on mobile
- Photos and signature capture
- Dispatcher web dashboard
- Invoice export to our accounting tool

## Out of scope

- Inventory management
- Customer self-booking

## How we will know it worked

- Reports reach the office the same day
- No more retyping of paper reports

## Constraints (tech, compliance, brand)

- Works offline in basements
- Runs on the phones technicians already have

## Budget and timing

- Target date: Pilot with one team in 4 months

## Risks and open questions

- Poor signal on some sites
- Which accounting tool API to use

## Stakeholders and sign-off

- Head of operations (sign-off)
- Two lead technicians (pilot users)
- Finance (invoicing)