Capture the job
Identify the service, location, property or equipment details and the customer’s requested outcome. Ask for relevant photos only when useful.
AI frontdeskHOME SERVICE BUSINESSES / OPERATING CONTEXT
Every job arrives with the details your team needs.
A service request needs to become a workable job: the right scope, service area, visit, person and follow-through. Skillies can build that connection for cleaning, maintenance, repairs or installation, using the way your field team actually operates.
Discuss your workflow01 / THE WORKFLOW
Connect the steps.
Keep the context.
Define the estimate
Use configured rates, additions and callout terms to quote the defined work. State any inspection condition that could change the scope.
Quote workflowCoordinate the visit
Match the accepted request to actual coverage and scheduling rules. Confirm access arrangements before assigning the agreed appointment.
Priya · coordinationBrief the field team
Provide the assigned team with the job scope, customer notes, location and preparation checklist through the agreed work view.
Assigned field teamTrack work and changes
Record arrival and job updates from the team. Keep additional work, customer authorization and revised charges separate from the original quote.
Field leadComplete and care
Use the recorded completion and payment state to share the next step, collect feedback and route any unresolved service issue.
Priya · coordination02 / CONNECTED SYSTEMS
Built around your existing tools.
Service catalogue
Read job types, coverage areas, rates, additions and the conditions attached to a standard estimate.
Dispatch & roster
Connect confirmed visits, assigned staff and supported status updates to the field team’s existing work process.
Job records
Keep approved site photos, work notes and completion evidence with the relevant service request and customer.
Invoices & payments
Link the final agreed scope to its invoice and use verified payment events for collection follow-ups.
03 / OPERATIONAL VISIBILITY
Make the open
questions visible.
- Unassigned visits and jobs waiting for access or preparation
- Customers awaiting a verified arrival or progress update
- Additional work awaiting a customer decision
- Repeat complaints, incomplete jobs and overdue invoices
Know what to expect.
Can the agent promise a technician’s arrival time?+
Only when a reliable scheduling or dispatch source supplies that information. A preferred time or a requested visit is not a confirmed assignment, and an estimated arrival should be labelled accordingly.
What happens if the job changes after an inspection?+
The team’s findings can trigger a revised scope and estimate. Record the customer’s authorization before treating additional work as agreed, while preserving the original quote and inspection conditions.
Can it diagnose a fault from a message or photo?+
It can capture the reported symptoms and relevant images for the field team. Technical diagnosis, safety assessments and the actual work remain with the people qualified to perform them.
Start with your operating reality.
Scope the workflow, the access and the measures of success together.