Q3 Planning Draft

RelayOps Roadmap Review

RelayOps helps regional field-service teams coordinate dispatch, parts, invoices, and customer updates from one workspace.

Owner
Product
Audience
Leadership review
Last updated
June 12, 2026

Decision needed

Approve a focused Q3 plan instead of shipping every request.

Sales wants an enterprise story before the utility conference. Support wants fewer invoice questions. Operations wants a cleaner dispatcher workflow. The current draft puts every requested feature into the quarter so no stakeholder feels ignored, but it leaves the team without a credible delivery plan.

18 Feature requests bundled
11 Customer requests bundled
4 Teams involved
0 Items removed this cycle

Commit

Role-Based Permissions

Add custom roles, field visibility, and admin policy controls for larger accounts.

Why now
Protects the enterprise story Sales needs before the utility conference.
Scope guardrail
Admin UI, policy engine, audit events, and migration only.
Success signal
Enterprise pilot can configure roles without engineering help.

Commit

Invoice Clarity Release

Replace the current invoice screen with clearer line items, tax details, attachments, and print styles.

Why now
Targets the billing questions Support keeps receiving from customers.
Scope guardrail
Prioritize comprehension and payment readiness over a broad visual redesign.
Success signal
Invoice-related support contacts fall by 20% after rollout.

Commit

Offline Technician Mode

Allow technicians to complete jobs, collect signatures, and capture photos when service is unavailable.

Why now
Gives field teams the mobile story they expected after last quarter.
Scope guardrail
Local storage, sync conflicts, photo queue, and status replay.
Success signal
Technicians can finish priority job flows without network coverage.

Recommended sequence

Plan the quarter around proof points, not stakeholder parity.

July

Enterprise and billing foundations

Start Role-Based Permissions and Invoice Clarity. Keep the Technician Heat Map to a dispatcher research spike before selecting a map vendor or mobile telemetry path.

August

Automation discovery and integration risk

Prototype Smart Follow-Up Rules with Customer Success. Validate QuickBooks sync edge cases, retries, mapping UI, and error queue before committing build capacity.

September

Field reliability and release hardening

Ship Offline Technician Mode and harden the committed releases. Keep Referral Credits and Customer Self-Service out of Q3 unless committed work lands early.

Scope calls

What changes from the current draft

Workstream Requester Q3 call Review note
Role-Based Permissions Sales Commit Enterprise conference story depends on this being demo-ready.
Technician Heat Map Operations Discover Needs dispatcher workflow validation before buying map and telemetry complexity.
Invoice Redesign Support Commit Narrow to invoice clarity and payment confidence, not a full billing rebuild.
Smart Follow-Up Rules Customer Success Discover Validate event triggers, templates, and opt-out logic with two accounts.
Executive Dashboard CEO Defer Use saved exports for Q3; revisit broad reporting after core workflows stabilize.
QuickBooks Sync Finance Discover OAuth, tax codes, retries, and mapping UI make this too risky to commit blind.
Offline Technician Mode Field teams Commit High trust impact; needs conflict handling and photo queue discipline.
Referral Credits Marketing Defer Growth upside is real, but less urgent than enterprise readiness and workflow reliability.
Customer Self-Service Support Defer Portal scope overlaps auth, payments, messaging, and estimate approval.

Risks to manage

Credibility checks

  • Permissions cannot slip if the enterprise deal is the primary Q3 proof point.
  • Invoice work should solve the top billing complaints before expanding visual polish.
  • Offline mode needs conflict handling, photo queue reliability, and clear release gates.
  • Reporting demand should be met with temporary exports until product instrumentation is stronger.

Leadership review

Open decisions

  1. Confirm the three committed workstreams for Q3 delivery.
  2. Choose whether Heat Map, Smart Follow-Up Rules, or QuickBooks discovery gets first design capacity.
  3. Agree that Referral Credits and Customer Self-Service move to Q4 unless capacity opens.