SSF Ops — Simple Smart Field Services Operations

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Consultant review portal

Consultant · Consultant · Preview

Separate consultant sign-in, review and approval screens are planned.

Preview: this function is not available end to end in the supplied staging source.

Illustrative demo image of Consultant review portal
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Find the consultant section in the current navigation, if your role exposes it.
  2. Separate consultant sign-in, review and approval screens are planned.
  3. This workflow is labeled Preview because the end-to-end action is not available in this source snapshot.
  4. Use a company administrator or the existing work-order record for the currently supported step where applicable.

Fields and controls shown in the demo

  • Consultant
  • Approval status

Guide updated 2026-09-27. Release changes must update this page and its image together.

Consultant review portal | SSF Ops Wiki