digitalgym/build-standards

v2026.11.4CC-BY-4.0

Open build standards for 39 back-office workflows: Database Reactivation, Price One Pager, Review Request, Next Service, Fault Triage, Document Filing, Remittance Split, Open Home Feedback, Job Brief, Dispatch Board, Inbox Triage, Follow Up, Cash Seam, Client Desk, Virtual Admin, Client Memory, Job Close, Exception Desk, Parts Ready, Simpro Claude Connector, Just Sold Pack, Two Records, Timesheet Check, Material Order, Recurring Report, Debtor Chasing, Booked After Hours, Quote Out, Rent Arrears, Fire Service Pack, Advice File, Multi Site Conformance, Cited Answer, Compliance Calendar, Invoice Out, Invoice Check, Rejected Pack, Knowledge Base, Knowledge Graph. Each carries ordered checks, object schemas, a conformance checklist and a pass test.

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skills

advice-file

How a multi-office advice or credit network turns every broker interview into one file the next person can pick up. Consent recorded before the first field, verbatim stored before classification, only published keys writable, completeness computed from the purpose, lookups resolved not transcribed, one live file per client in the CRM, every blocking gap a task with an owner, lender policy answered as a cited clause or declined, a recommendation that cannot leave draft without a person, and the detached-library test to run against any vendor who says the model knows the panel. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-ADVICE-FILE open standard, free to implement under CC BY 4.0.

License: CC-BY-4.0

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