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Renaissance Maintenance Technical Discovery

Private Pre-filled: review + confirm Service Channel + Migration + Portal

This is pre-filled with what we already know from the discovery calls and the 2026-07-21 Service Channel API analysis (the full v3 spec, 663 endpoints). Read each answer, confirm or correct it, and fill the blanks. The Service Channel capability questions are already answered from the docs; what is left for you is mostly account-specific (which permissions are enabled, CVS's invoice config, the June-2026 change). The two things that still most change the plan are the data-extraction path (still open) and the account provisioning.

Pre-filled = what we already know; confirm or correct it Confirm = we need your account-specific answer
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About this session

Who is in the room and whose answers these are.
1

Service Channel account, API access, and auth

Capabilities are known from the docs. What is left is your account provisioning.
Pre-filled from the API analysis.
Confirm. The public v3 spec is current; Tyler noted a 2026-06-15 change.
Pre-filled from the API analysis. Confirm the permissions are enabled on your (provider) account.
Pre-filled from the API analysis. Confirm who registers the app and holds the credentials.
Pre-filled: webhooks ARE supported (resolves the "SC does not send an event" pain). Confirm the provider webhook permission + event catalog.
Sandbox2 (sb2api.servicechannel.com), refreshed weekly. Confirm: get RM sandbox app creds.
Pre-filled. Confirm SCG admin access to register its app.
2

Inbound: Service Channel to HubSpot

What arrives, how it is keyed, and the notes feed.
Pre-filled from the WO model. Confirm the subset RM needs mapped.
Pre-filled. Confirm the CVS suffix encoding.
Pre-filled from the API analysis.
Pre-filled. Confirm RM's Extended status set.
Pre-filled. Confirm the initials convention to standardize.
Confirm.
Pre-filled. Confirm access + formats.
3

Outbound: HubSpot to Service Channel

The four gates. Pre-filled from the API analysis (all supported). Confirm the account permissions.
WorkActivities accepts arbitrary past dates (no GPS). Universal path needs the XML check-in/out permission.
Pre-filled. Confirm: submit this early (external dependency).
4

Current integration + enhancements

What exists today, and what to amplify (all confirmed feasible).
Confirm the current behavior + the polling workarounds you use.
All of these are confirmed feasible in the v3 API. Check the ones to do first.
Pre-filled: confirmed feasible.
5

Data migration (RMS / Solient / AWS)

The blocker. This one is genuinely open: decide the extraction path.
Open decision. Pick one + set an owner and date.
Solient's site says each client gets its own AWS server, so RM likely has access. Confirm who holds credentials.
Confirm. RMS must keep running through the transition.
Pre-filled (likely tables). Confirm with Solient.
Pre-filled from the 2026-07-06 export test. Confirm the missing pieces are exportable (check the boxes that apply).
Pre-filled. Confirm cadence.
6

Custom portal

Harvest prior thinking; confirm the fallback.
You said you had almost mapped a portal previously. Share it so we do not restart from zero.
Pre-filled. Confirm the minimum-time rule.
Pre-filled.
Pre-filled. Confirm the exact fields to expose.
Per the calls, leaning Phase 2. Confirm.
7

HubSpot object model + finance

Reconcile the model; capture the CFO's finance rules.
Pre-filled recommendation. Confirm the final shape.
Pre-filled draft. Confirm stage names.
Pre-filled. Confirm CVS invoice type + which other customers need batch.
Schedule a dedicated session with Fanny.
Pre-filled. Confirm the exact formulas Brent will supply.
8

Decisions, open items, attachments

Land the decisions and attach the docs.
Extraction path + owner, object-model shape, portal fallback, which enhancements are Phase 1.
Likely: register the SC apps, submit the Contractor web-service form, confirm CVS invoice config, resolve the data-extraction path.
The SC v3 spec is already analyzed. Attach account-specific items: a screenshot of your API access page, the tenant event catalog, or CVS's invoice spec.

Save the discovery

What happens next:

  1. Prash turns these answers into the field-level mapping + integration recommendation
  2. The data-access request goes to Solient and the app-registration + Contractor web-service form go to Service Channel
  3. We size the Service Channel build and confirm the Phase 1 vs Phase 2 line
Progress auto-saves in this browser as you go.
Sector Labs

Saved

This feeds the Service Channel integration scope, the data-migration plan, and the portal build. Questions? Ping prash@sectorgrowth.ca.