CMS Pilot Acceptance Checklist

Run this end-to-end before demoing to stakeholders.

• Create 3 new intake requests from /intake
• Convert all unassigned intakes into work orders from /board
• Move one work order through full pipeline to COMPLETE
• Confirm auto QB sync behavior on COMPLETE
• If QB sync fails, confirm RETRY_PENDING + Retry button works
• Open QB Preview and verify customer + line items make sense
• Export CSV and verify rows include latest work orders
• Open timeline for one order and verify action history