Overview
The Assessment feature adds an important step to the service workflow, helping teams properly evaluate a customer’s request before providing a quotation or scheduling an Job.
Traditionally, users could only create quotes based on customer descriptions or photos. However, these details are not always sufficient to provide accurate pricing or identify service requirements.
To solve this, WIZniche introduces Assessments, a pre-inspection visit that allows technicians to collect information on-site before creating a Quote or Job.
This process helps build customer trust by ensuring that costs are based on verified findings rather than assumptions.
Workflow
Create an Assessment when additional inspection is required.
Assign it to a technician and schedule it based on the customer’s availability.
Use the Assessment to create a Quote or Job.
Continue the regular flow from there (Quote → Job → Invoice).
Creating and Scheduling an Assessment
To create an Assessment:
Click on the + Create → Assessment.
Enter customer details, select a technician, and set the date and time.
Save the record. The Assessment will appear in the Calendar for both the scheduler and assigned technician.
Assessments can also be created directly from a customer profile or lead request when a site inspection is necessary before quoting.
Viewing Assessments in the Calendar
All scheduled Assessments appear in the Service Calendar, similar to Jobs.
Users can:
Apply standard filters such as Team Member, Status, or Service Type.
View Assessments alongside regular Jobs.
Click any Assessment entry to open its details and update information if needed.
Technicians will see both their upcoming Jobs and Assessments listed within their assigned schedule.
Assessment Detail and Update Screen
Each Assessment has its own detail view, where users can:
Edit information such as technician, date, time, or notes.
Add service items, assets, and estimated costs based on the inspection findings.
Attach files or photos taken during the visit.
Record on-site notes for internal or customer use.
Once the inspection is completed, the user can update the record and convert the Assessment to either a Quote or Jobs, depending on next steps.
Permissions:
Only users with Service Management permissions can create or edit Assessments.
Technicians can view and update their assigned Assessments but cannot delete or reassign them.
Actions within an Assessment
Create one to many Quotes:
When the technician’s inspection results are ready to be shared with the customer.
Allows adding services, pricing, and detailed descriptions before sending for approval.
Create one to many to Jobs:
When the service needs to be performed immediately after inspection.
The conversion pre-fills customer and property information, simplifying scheduling.
Converted Assessments appear under the Jobs Page, clearly marked as converted items.
Example Flow
Customer calls with a request.
User creates an Assessment and assigns a technician.
Technician visits the site and records findings.
Admin reviews the report and converts it into a Quote.
Quote approved → Jobs created → Work completed → Invoice generated.