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

follow-up

Chasing what is owed to the business that is not money. A quote decision, a signed variation, a certificate, a purchase order number or a form, each an open item with a kind, an owner on the other side and a due date; ranked by value at risk then age; a capped cadence on channels with consent; a call that discloses first and records one outcome as a date or a decision; stops the moment the item arrives; escalates to a person on a no, a dispute or the cap. The call is the hosted step. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-FOLLOW-UP open standard, free to implement under CC BY 4.0.

License: CC-BY-4.0

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