Start online
Use guided pages and request forms to send the issue, property details, service category, and best contact method.
1
Staff review
Tri-Lutions confirms scope, urgency, account ownership, pricing path, and whether onsite work is appropriate.
2
Approve next step
Scheduling, service notes, recurring work, and official invoices stay tied to reviewed customer records.
3
The normal customer workflow.
Every visitor should know where they are, what happens next, and when a real person takes over.
Start with guided help
The customer uses Start Here, smart-home planning, tech store guidance, or diagnostic troubleshooting instead of guessing which form fits.
Create a local record
The request is saved into the local staff workflow and, after qualification, Taveryna Business so it can be reviewed, quoted, scheduled, or converted into a work order. The preserved Odoo adapter is migration-only.
Staff reviews scope
Tri-Lutions confirms the service line, customer responsibility, property/device details, risk level, and whether onsite work is needed.
Work is logged
Service notes, yard photos, invoice drafts, and work order status are kept with the job so follow-up is clear.
Payment uses official invoices
Customers should use approved invoice or provider-hosted payment links. Do not send card numbers, PayPal credentials, or passwords through public forms.
What each division needs from the customer.
Better intake prevents bad quotes, wrong hardware, and unclear expectations.
Local I.T. and home office
We need the problem, device/network list, ISP/router details, urgency, remote-vs-onsite preference, and whether backups or account recovery are involved.
- Use Local I.T. intake for repair and setup requests.
- Use Wi-Fi help for coverage, speed, or reliability.
- Use Home office setup for work-from-home planning.
Smart home systems
We need current hubs, account ownership, device types, wiring/PoE options, privacy needs, comfort with apps, and long-term maintenance expectations.
- Use Smart Home Roadmap before buying devices.
- Prefer maintainable platforms over disconnected gadgets.
- Document update, account, and recovery responsibilities.
Self-service FixPath & DIY guides
We provide 32+ interactive troubleshooting flows, diagnostic checklists, and ready-to-use site kits for customers who want to solve tech issues immediately or prepare for an on-site visit.
- Use FixPath Knowledge Base for instant troubleshooting.
- Use Ready Kits for checklists and planning templates.
- Escalate to Local I.T. support if on-site help is required.
Hardware advisory
We need the goal, budget, existing gear, install comfort, compatibility requirements, return window, and whether staff should review before purchase.
- Use Tech Store for guided product lanes.
- Use Hardware Advisory when the purchase affects security, network, or operations.
- Affiliate links should always be disclosed clearly.
What stays protected.
Customer records, payment provider setup, signed agreements, and staff tools stay behind controlled internal workflows until identity, permissions, and provider-hosted payment paths are fully configured.