1. What this page explains
How to install, configure and use ExpectationLock™ features such as Expectation Locks, Understanding Screens, DriftGuard™, ScopeFuse™, PromiseFirewall™, Expectation Weather™ and Evidence Bundles.
2. Who this is for
Agencies, consultants, freelancers, studios and service providers that need clearer customer understanding records and scope boundaries.
3. Before you start
Define your service packages, included/excluded items, revision rules, customer responsibilities, silence timers and escalation process.
4. Step-by-step instructions
Create a customer, create an Expectation Lock, add included/excluded scope, define responsibilities, send the Understanding Screen, run risk/drift tools and store final completion/evidence records where supported.
5. Common mistakes
Starting work before a lock is confirmed, failing to list excluded items, ignoring customer silence, making vague promises, and using evidence bundles only after a dispute instead of maintaining the timeline.
6. Troubleshooting
Use EGGY-CONFIG-008 for settings, EGGY-EXT-006 for extension entitlement/callback issues and EGGY-ROUTE-009 for broken customer confirmation links.
7. Related articles
ExpectationLock SOPs, scope-change SOP, customer silence SOP, evidence bundle SOP and signed entitlement callback guide.
8. When to contact support
After checking edition, extension availability, selected lock, exact page, customer confirmation link and error text.