Company knowledge becomes voice and visual guidance at the jobsite. Here is one HVAC PM close-out, step by step.
9:41RTU-12 · PM close-out
Step 3 of 7
Listening
“What should I check before I close this out?”
9:41Show what you see
Coil and gauges in view
Photo tied to step 3 · Coil condition
9:42RTU-12 · PM close-out
CoSkip
Check the coil for damage, take a photo, and record the static pressure reading. Then you're clear to close.
From your HVAC PM procedure
Confirm asset and location
Capture nameplate photo
Inspect coil condition
Record static pressure
Customer sign-off
9:51RTU-12 · PM close-out
Proof packet ready
7/7steps
4photos
1exception
Signedcustomer
Send for review
1 · Ask by voice
Ask out loud. Hands stay on the equipment.
Technicians ask what to check next, the way they'd ask a senior tech standing beside them.
2 · Show what you see
Point the camera at the job.
Photos, labels, equipment details and visible conditions help the guidance fit the real equipment, and every photo is tied to the step it proves.
3 · Get guided step by step
Answers from your own procedures.
Next steps come from your manuals, SOPs, job notes and expert know-how, with proof prompts and exception paths built in.
4 · Close cleanly
The job ends with proof, not paperwork.
Notes, photos, readings and sign-off are captured as part of the work, so every job ends as one review-ready proof packet.
AI field guidance
Your best tech's know-how. In every tech's ear.
Load your manuals, SOPs, job notes and expert know-how once. CoSkip turns them into step-by-step guidance technicians can ask for out loud, right at the equipment. So senior techs stop answering the same questions all day, and newer techs have support on every job.
Technicians ask what to check next and show the equipment in front of them. CoSkip answers from your manuals, SOPs and job notes, and prompts for the proof each step needs.
Hands-freeVoice questions, right at the equipment
Your SOPsManuals, checklists and job notes as the source
Every technicianSenior-tech knowledge across the whole team
Proof, built in
The output isn't a form. It's proof.
Because the work is guided, the record builds itself. Every job ends as one review-ready proof packet, ready for the supervisor, the customer, a warranty claim or an audit.
Proof packetHVAC PM close-out
Example
Job
RTU-12 PM
Site
Example site
Technician
Example technician
Status
Ready for review
7/7steps verified
4photos
1exception resolved
Signedby customer
Record gauge readingsPhoto · reading · timestamp
Verified
Inspect coil conditionPhoto · timestamp
Verified
Electrical checkPhoto · note
Verified
Exception: worn connectionBefore / after photos · resolved on site
Resolved
Where CoSkip fits
Not another FSM.
Your FSM schedules the job. Your checklist tracks it. CoSkip works inside it, guiding the technician and handing a clean record back to the FSM, CRM or CMMS you already use.
FSM / CRMSchedules and records jobs. Doesn't guide each step.
Checklists and camera rollsTrack completion. Lose the context.
CoSkipGuides the work and captures the proof while it happens.
We're onboarding a limited number of pilot teams during our private beta. Pick one repeatable workflow, such as a PM close-out, inspection or warranty repair, and run it on real jobs with your own techs.
AI field guidance gives technicians real-time support while they are performing field work. CoSkip combines voice interaction, visual job context, and company knowledge so technicians can ask questions, follow approved steps, and close out jobs with more confidence.
How is CoSkip different from field service management software?
FSM systems schedule, dispatch and record jobs. CoSkip works inside the job itself: it guides the technician through each step and captures the proof as they go, then hands a clean close-out record back to the systems you already use.
Does CoSkip replace senior technicians?
No. CoSkip helps scale senior-technician knowledge across the team. It gives technicians approved guidance from your manuals, SOPs, job notes and escalation rules, while experienced technicians and managers stay in charge.
How do we get started?
Book a demo. If CoSkip fits, we start with a 6-10 week pilot on one repeatable workflow, with 3-5 sample procedures, one operations owner and 1-2 field leads.
How is our data handled?
Pilots are scoped around your security review, devices and system-of-record requirements, with SSO / SAML, role-based access and audit logs, and a DPA available. See the Security & Trust page for details.
See CoSkip on one of your workflows.
Bring a job that is hard to guide or hard to review.
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