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CoSkip Pilot Program

Pilot CoSkip on one real field workflow in 6-10 weeks

Bring one repeatable workflow, a few sample procedures, and a small field team. CoSkip will help you test voice-guided work, proof capture, and close-out automation on real jobs.

The fastest way to understand CoSkip is to test it on one real workflow with measurable outcomes.

  • 6-10 week pilot path
  • One workflow to start
  • 3-5 sample procedures
  • Field lead + operations owner
  • Voice-guided steps
  • Proof-of-work packet
Pilot fit

Who is a strong fit for the pilot program?

CoSkip pilots work best when there is one repeatable workflow, a clear operations owner, and a real need to reduce paperwork, callbacks, proof gaps, or inconsistency across technicians.

Strong pilot fit

  • 10-250 field technicians, or one focused team within a larger organization
  • One repeatable workflow with measurable pain
  • 3-5 sample procedures, checklists, manuals, or expert notes
  • A pilot champion or operations owner
  • 1-2 field leads willing to test and provide feedback
  • A clear success metric such as close-out time, callback rate, proof completeness, or inspection consistency

Not ready yet?

  • Workflow is still unclear
  • Procedures are not documented or are scattered
  • No field lead has been identified
  • Metrics are not yet baselined
  • Security or integration owner is unknown
Take the Field AI Readiness Score

Not every team needs to be fully mature to start. The key is choosing one practical workflow and measuring the right outcome.

What you get

What pilot partners get

01

Guided workflow prototype

Step guidance, proof rules, and exception paths.

CoSkip pilot workflow preview showing one workflow moving from setup to field test and review.
02

Proof-of-work packet

Photos, notes, timestamps, signoff, and exports.

03

Field test plan

Focused rollout with field leads and feedback loops.

04

Pilot results review

Reporting time, proof completeness, and friction signals.

05

Scale recommendation

Expand, refine, integrate, or pause with clarity.

Workflow scoping session

We identify one high-friction field workflow and define what success should look like.

Guided workflow prototype

CoSkip turns your procedure into guided field steps, proof requirements, and exception paths.

Proof-of-work packet

Photos, timestamps, notes, signoff, and verified steps are organized into a close-out record.

Field test plan

A small group of technicians or field leads tests the workflow in realistic conditions.

Pilot results review

We review what changed across reporting time, proof completeness, exceptions, and workflow friction.

Scale recommendation

You receive a recommendation for whether to expand, refine, integrate, or pause.

Pilot inputs

What CoSkip needs from pilot partners

These inputs keep the pilot focused on a real workflow instead of becoming an open-ended implementation.

Check if you are ready
01

One target workflow

HVAC PM close-out, facilities inspection, warranty repair, safety inspection, commissioning checklist, or similar.

02

3-5 sample procedures

SOPs, checklists, manuals, photos, troubleshooting notes, expert instructions, or close-out forms.

03

One pilot owner

An operations leader, service manager, or field leader who can keep the pilot moving.

04

1-2 field leads

Technicians, supervisors, or team leads who can test and provide practical feedback.

05

Baseline metric

Current close-out time, callback rate, proof completeness, inspection consistency, or rework rate.

06

System and security context

CMMS/FSM, SSO/MDM needs, data retention expectations, device environment, and review path.

6-10 week path

A focused pilot path, not an endless implementation

The goal is to test one real workflow quickly, learn from the field, and decide whether to expand.

Pilot roadmap

One workflow, four focused phases

The roadmap keeps the pilot practical: scope, configure, field test, and review before any broader rollout.

  1. 01
    Scope workflow

    Pick the workflow and success metric.

  2. 02
    Configure guidance

    Turn procedures into guided proof steps.

  3. 03
    Field test

    Validate with field leads in real conditions.

  4. 04
    Review results

    Assess proof quality and next steps.

3-5 procedures1 pilot owner1-2 field leadsMeasurable outcome
The pilot roadmap keeps scope tight: one workflow, a few procedures, field leads, and one measurable outcome.
Week 0-1

Scope and success criteria

  • Select workflow
  • Confirm team
  • Gather procedures
  • Define success metrics
Pilot brief and workflow map
Week 2-3

Procedure-to-guidance setup

  • Turn procedures into guided steps
  • Define proof requirements
  • Add exception paths
  • Review devices and security
Configured pilot workflow
Week 4-6

Field test and feedback

  • Test with field leads
  • Refine unclear steps
  • Validate proof packet quality
  • Capture technician feedback
Field-tested workflow and proof packet
Week 7-10

Rollout, measurement, and next-step plan

  • Expand to pilot group
  • Measure success criteria
  • Identify integration needs
  • Decide expand, refine, or pause
Pilot results and scale recommendation
Example workflows

Start with one workflow that is painful, repeatable, and measurable

HVAC and mechanical service

HVAC preventative maintenance close-out

Pain: Paperwork, missed steps, callbacks, customer disputes.

Nameplate photoFilter/belt checksElectrical confirmationClose-out report
See demo workflow →
Learn more for HVAC teams →
Utilities and infrastructure

Asset inspection or contractor verification

Pain: Inconsistent proof, manual close-out, contractor review friction, audit-supporting records.

Asset IDSafety checksCondition photoSupervisor-ready record
Learn more for Utilities →
Discuss utility workflow →
Utilities, industrial, facilities, and regulated operations

Safety or compliance inspection

Pain: Audit gaps, incomplete steps, inconsistent evidence.

Safety confirmationsTimestampsException photosInspection summary
Check readiness →
Measured pilot

What we measure during the pilot

A good pilot is not just a demo. It should produce measurable evidence about whether CoSkip improves the way work gets done.

Time

Close-out time

Time spent on notes, photos, forms, signatures, and after-the-job documentation.

Proof

Proof completeness

Percentage of required steps with the right proof attached.

Rework

Callback or rework signals

Repeat visits, supervisor follow-up, missing information, or avoidable friction.

Adopt

Technician adoption

Whether the workflow helps technicians instead of adding another burdensome app.

Review

Supervisor review quality

Whether proof packets reduce chasing, clarification, and manual review time.

Scale

Pilot scalability

Whether the workflow should expand, be refined, integrated, or paused.

CoSkip pilot review visual showing workflow fit, proof completion, field feedback, and next-step readiness.

Pilot metrics are directional and depend on workflow, adoption, devices, connectivity, procedure quality, and pilot scope.

Field conditions

Built for real field conditions and enterprise review paths

Devices and field environment

We confirm phones/tablets, connectivity, noise, PPE, gloves, offline needs, and field conditions before testing.

iOS / AndroidHands-free useOffline-aware planningField constraints

Security and data expectations

Pilot scoping includes SSO/SAML, MDM, retention, access control, audit logs, and data-review requirements where relevant.

SSO / SAMLMDM-readyZero-retention optionRBAC / audit logs

Systems and integrations

A pilot can start with manual export, structured reports, API/webhook planning, or system-of-record integration depending on scope.

ServiceTitanUpKeepFiixSAP PMNetSuiteAPI / webhooks
Systems path

Manual review first, integration when scoped

A pilot can prove the workflow before committing to API, webhook, or system-of-record implementation work.

  1. Field workflow

    Technicians test one guided process.

  2. Proof packet

    Evidence is organized for review.

  3. Review / export

    Operators validate the output first.

  4. API / webhook

    Technical scope follows the pilot.

  5. System record

    Route data where it belongs.

Scoped systems FSMCMMSEAMGISWork orders
Integration planning can stay scoped during the pilot: manual review and export first, then API, webhook, or system-of-record paths where they make sense.
Apply

Apply to become a CoSkip pilot partner

Tell us about your field team, workflow, and pilot goals. We'll use this to determine fit and recommend the best starting point.

Workflow fit review Readiness recommendation Pilot scoping next step

What happens after you apply?

  • We review your workflow fit.
  • We confirm pilot readiness.
  • We identify the best starting workflow.
  • We recommend next steps.
1 workflow6-10 weeksMeasurable outcomes

Not ready to apply yet?

Use the readiness score or ROI Calculator to prepare your pilot business case.

Check readiness Calculate ROI
Contact
Company and team
Pilot workflow
Goals
Security / IT
After the pilot

What happens after the pilot?

A good pilot should create clarity. The goal is not to force a rollout; it is to prove whether CoSkip can create measurable value on real work.

Expand

If the workflow performs well, expand to more teams, regions, or related workflows.

Refine

If results are promising but adoption or procedures need work, refine the workflow and test again.

Pause

If the workflow is not a good fit, capture what was learned and identify a better starting point.

FAQ

Pilot Program questions

Do we need to be fully ready before applying?

No. You should have a likely workflow and a willingness to gather sample procedures, but the Field AI Readiness Score can help identify gaps before pilot scoping.

How many technicians should participate?

A focused pilot can start with a small group of field leads or technicians. The strongest fit is usually one team with enough recurring work to measure outcomes.

What kinds of procedures can CoSkip use?

SOPs, checklists, manuals, photos, troubleshooting notes, expert instructions, inspection forms, and close-out templates can all help define the workflow.

Do we need an integration before the pilot?

Not always. A pilot can start with structured proof packets, exports, or manual review while integration requirements are scoped.

What security requirements can be considered?

Pilot scoping can include SSO/SAML, MDM, access control, retention, audit logs, data review, and security review paths where relevant.

What if our workflow is not HVAC?

CoSkip is designed for repeatable field workflows across service, facilities, maintenance, warranty, compliance, and inspection-heavy operations.

What does success look like?

Success depends on the workflow, but common metrics include reduced close-out time, better proof completeness, fewer missing details, improved supervisor review, and clearer next-step decisions.

Can we see the product before applying?

Yes. Try the Interactive Demo and review the Sample Proof Packet to understand the experience before applying.

Ready when you are

Ready to test CoSkip on one real workflow?

Apply for the pilot program or use the readiness and ROI tools to prepare your business case.

One workflowField-tested proofScale recommendation

Apply to Become a Pilot Partner

Tell us a bit about your team. We'll follow up with next steps.

Join the Waitlist

Get launch updates and early access invites.