# Local Service Automation Checklist

Format: HTML checklist plus printable Markdown
Site: Sidebus

Use this as a first-pass starter kit. Keep it lean, make it work once, then improve it from real usage.

## Missed-call capture

- Define the minimum useful outcome for Missed-call capture.
- List the tool, document, or trigger that controls Missed-call capture.
- Write the first working version before adding extra detail.
- Assign an owner and a review moment for Missed-call capture.

## Quote intake

- Define the minimum useful outcome for Quote intake.
- List the tool, document, or trigger that controls Quote intake.
- Write the first working version before adding extra detail.
- Assign an owner and a review moment for Quote intake.

## Follow-up sequence

- Define the minimum useful outcome for Follow-up sequence.
- List the tool, document, or trigger that controls Follow-up sequence.
- Write the first working version before adding extra detail.
- Assign an owner and a review moment for Follow-up sequence.

## Review request loop

- Define the minimum useful outcome for Review request loop.
- List the tool, document, or trigger that controls Review request loop.
- Write the first working version before adding extra detail.
- Assign an owner and a review moment for Review request loop.

## Weekly owner dashboard

- Define the minimum useful outcome for Weekly owner dashboard.
- List the tool, document, or trigger that controls Weekly owner dashboard.
- Write the first working version before adding extra detail.
- Assign an owner and a review moment for Weekly owner dashboard.