From d6226f8232741a9460471022a0cde5603a7b2f43 Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Mon, 20 Jul 2026 08:54:12 +0000 Subject: [PATCH] add docs for Ops --- docs/abri-hubspot-ops-guide.md | 10 +++++----- 1 file changed, 5 insertions(+), 5 deletions(-) diff --git a/docs/abri-hubspot-ops-guide.md b/docs/abri-hubspot-ops-guide.md index 783a125d0..d307854fb 100644 --- a/docs/abri-hubspot-ops-guide.md +++ b/docs/abri-hubspot-ops-guide.md @@ -26,9 +26,9 @@ counts. | When you… | Abri's system… | How you know it worked | |---|---|---| +| Set **Expected commencement date** for the first time | Sends us the tenancy details for the property | Tenant contact records appear in HubSpot, linked to the deal | | Set **Confirmed survey date** for the first time | Creates the survey booking (a "job") against the property, assigned to the surveyor on the deal | Abri's job number appears in **Client booking reference** on the deal | | Change **Confirmed survey date**, **Confirmed survey time** or **Third-party surveyor identifier** on a deal that already has a booking | Updates the existing appointment — new date/time and/or reassigns it to the new surveyor | The deal keeps the same Client booking reference | -| Set **Expected commencement date** for the first time | Sends us the tenancy details for the property | Tenant contact records appear in HubSpot, linked to the deal | | Record a **3rd attempt** (Number of attempts reaches 3) **and** set **Outcome** to an unsuccessful value (see below) | Cancels the booking as abandoned | — (this only fires once per deal) | **Unsuccessful outcomes** that count towards abandonment — the wording must match exactly: @@ -45,10 +45,10 @@ system. | HubSpot deal field | What it feeds | |---|---| +| **Expected commencement date** | Setting it the first time triggers the tenant-details fetch | | **Confirmed survey date** | The appointment date sent to Abri | | **Confirmed survey time** | The appointment slot: `morning` → AM, `afternoon` → PM, a clock time like `09:30` → AM/PM by whether it's before midday, left blank → all day | | **Third-party surveyor identifier** | Which surveyor the booking is assigned to in Abri's system. **Required** — a booking or appointment change cannot be sent without it, and it must be one of Abri's valid surveyor codes. Changing it on a deal that already has a booking reassigns that booking to the new surveyor | -| **Expected commencement date** | Setting it the first time triggers the tenant-details fetch | | **Number of attempts** + **Outcome** | Together they trigger abandonment (3+ attempts and an unsuccessful outcome) | | **Client booking reference** | Abri's job number, written back **by the system** after the booking is created | | **Deal name** | Used as the job description Abri's staff see | @@ -70,12 +70,12 @@ It is written automatically with Abri's job number and is how the system finds t booking when you later change or abandon it. If you overwrite or clear it, appointment changes and abandonments will stop working for that deal. -### The surveyor identifier must be a valid Abri code +### The surveyor identifier (Third-Party Surveyor Identifier) must be a valid Abri code Free-typed or misspelt values will be rejected by Abri's system and the booking won't be made. The tech team holds the current list of valid surveyor codes from Abri — use a -value from that list. (Longer term this field will be set automatically from the deal -owner; until then it's set by hand.) +value from that list. Soon this field will be set automatically from the deal +owner. ### Outcome wording is exact