Plan for interrupted use
Connections fail, sessions expire, and users leave tasks unfinished. Decide what happens to pending work and show clear recovery steps instead of assuming every action succeeds immediately. Save a baseline before replacing an existing approach.
Define what happens to entered data when a request fails or a session expires. Users should not lose work without clear feedback. Confirm who handles urgent changes and who checks the result.
Make the plan fit your market
Discuss whether users in Raleigh need appointments, field-service access, local inventory, or delivery features. Use the actual workflow to decide whether location data is necessary; do not request device permissions merely because the app serves a local market. Base local references on service coverage and customer needs, not invented examples.
Collect only data needed for the task, document access roles, and plan deletion and recovery. Security should be considered while designing the workflow. Use only the customer information needed for the agreed work.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities