Course Code: SVC-13
Goal: Complete a full service lifecycle scenario from setup through execution, using CUBE’s integrated platform tools to simulate a real-world operational workflow.

Session Overview

Duration: 1.5 Hours
Format: Live Workshop (Instructor-led via Teams or in-person)
Level: Advanced – Final hands-on simulation
Resources Provided:

• Capstone Checklist
  
• Sample Project Brief
  
• Field Simulation Guide
  
• Submission Review Sheet
  

Capstone Objectives

By the end of this session, participants will be able to:

• Create a new service site and import assets
  
• Set up PM tasks and link to a service contract
  
• Convert recommendations into proposals
  
• Execute and complete a Service Work Order (SWO)
  
• Use the mobile app for task management and reporting
  
• Validate time entries, generate billing, and submit reports
  
• Complete the full cycle from service creation to proposal generation
  

Capstone Checklist

Participants will complete the following sequence:

1. Site Creation
   
• Add new service site and assign contacts
  
2. Asset Import
   
• Upload asset list and tag locations
  
3. PM Setup
   
• Create and assign a PM template to imported assets
  
4. Service Contract
   
• Generate a service contract estimate linked to site
  
5. Proposal Generation
   
• Convert approved PM scope into a formal proposal
  
6. SWO Creation
   
• Execute service using assigned labor and tasks
  
7. Mobile App Usage
   
• Complete task in field using mobile interface
  
8. Timesheet Validation & Billing
   
• Validate submitted hours, generate invoice
  
9. Report Submission
   
• Submit SWO report with documentation via the customer portal
  
10. Recommendations
    
    • Enter recommendations and convert to proposals

Note: When scheduling, make sure to include this session code: SVC-13.