I want to see the product
Walk through guided work and review the proof packet output.
CoSkip Resources
Everything your team needs to plan an AI-guided field workflow.
Use these guides, tools, checklists, workflow examples, and pilot planning resources to evaluate CoSkip, build the business case, review security needs, and scope one focused field workflow.
Use the Pilot Kit and Workflow Teardown to scope one real field workflow, align operations, IT, finance, and field leadership, and decide whether CoSkip is ready for a focused pilot.
Choose your path
Start with the question your team is asking now.
Different buyers need different proof. Use the path that matches your stage, then move toward one practical workflow.
I want to build the business case
Model callback cost, close-out time, admin review, and missing proof.
I want to know if we are ready
Assess workflow, procedure, device, proof, integration, and ownership readiness.
I need IT or security review
Review trust resources, pilot-scoped data handling, exports, access, and system planning.
I am ready to test one workflow
Use the pilot path or request a teardown to map the workflow before applying.
Flagship resource
The Field AI Pilot Kit.
Use the Field AI Pilot Kit to align operations, field leadership, IT, finance, and executive sponsors around one workflow, clear proof requirements, measurable outcomes, and a practical CoSkip pilot path.
Built for operations, service, IT, finance, and executive stakeholders.
Field AI Buyer's Guide
Frame guided work, proof packets, and pilot fit for leadership.
Proof Packet Template
Define the photos, notes, timestamps, exceptions, and signoff needed.
Pilot Planning Worksheet
Choose the workflow, field team, success metric, and review path.
Callback & Close-Out Cost Worksheet
Estimate the friction before modeling a pilot.
Security & IT Review Checklist
Prepare data, access, retention, exports, and review requirements.
Integration Planning Worksheet
Clarify FSM, CRM, CMMS, storage, reporting, API, and webhook needs.
Vertical Workflow One-Pagers
Map proof-heavy workflows by trade and operating model.
Technician Adoption Checklist
Plan field lead involvement, devices, training, and feedback loops.
Pilot Readiness Scorecard
Check the operational, technical, and ownership signals that make a pilot practical.
First 30 / 60 / 90 Day Pilot Plan
Sequence prep, field testing, review, and expansion decisions without turning it into a transformation project.
Buyer tools
Use the tools that match your stage.
Tool
Field AI Readiness Score
Check workflow, procedure, device, proof, integration, security, and pilot ownership readiness.
Get Score → ToolROI Calculator
Model the cost of callbacks, close-out paperwork, admin review, and missing proof.
Calculate ROI → DemoInteractive Demo
Walk through guided steps, voice prompts, required proof, exceptions, and close-out.
Try Demo → ProofSample Proof Packet
See what supervisors, customers, warranty teams, and auditors can review after the job.
View Sample → PilotPilot Program
Understand the 6-10 week path to test CoSkip on one real workflow.
View Pilot Path → SecuritySecurity & Trust
Review how pilots can be scoped around retention, access, exports, review paths, and IT requirements.
Review Trust →
Resource library
A focused directory for evaluating CoSkip.
Use existing pages for live tools and request the Pilot Kit for planning worksheets that are not published as standalone downloads.
Build the business case
ToolROI CalculatorBest for Finance, Owner/GMWorksheetCallback & Close-Out Cost WorksheetBest for OperationsGuideField AI Buyer's GuideBest for LeadershipBriefExecutive Pilot BriefBest for SponsorsPlan the workflow
ServiceWorkflow TeardownBest for Service LeadersWorksheetPilot Planning WorksheetBest for Ops OwnersTemplateProof Packet TemplateBest for SupervisorsChecklistField AI Readiness ChecklistBest for Pilot TeamsReview product and proof
DemoInteractive DemoBest for Product EvaluationProofSample Proof PacketBest for Review TeamsOverviewProof-of-Work OverviewBest for Customer TrustGuideSales AI for Field TeamsBest for Revenue LeadersPrepare IT and operations
SecuritySecurity & TrustBest for IT/SecuritySystemsIntegrationsBest for Systems OwnersChecklistSecurity & IT Review ChecklistBest for ReviewChecklistTechnician Adoption ChecklistBest for Field LeadsExplore use cases
Use CaseHVACPM close-outs, rooftop inspections, callbacksUse CasePlumbingDiagnostics, repairs, close-out proofUse CaseSewer & DrainCamera inspections, jetting, blockage proofUse CaseElectricalPanel inspections, troubleshooting, safety checksUse CaseFacilities ManagementSite checks, exceptions, vendor reviewUse CaseUtilitiesAsset inspections, contractor verificationUse CaseWarranty / RepairClaim-ready documentation and repeat issuesDirectoryIndustrial MaintenanceStart from the use-case overview
Vertical resource packs
Start with the field workflow where proof matters most.
PM close-outs, rooftop inspections, callbacks
Proof: nameplate photos, readings, equipment condition, exceptions, customer-ready close-out.
View HVAC →Water heater diagnosis, leak repair, fixture close-out
Proof: before/after photos, parts notes, customer signoff, service action.
View Plumbing →Camera inspection, main line clearing, emergency backup
Proof: camera stills, blockage type, severity, before/after evidence.
View Sewer & Drain →Panel inspection, troubleshooting, safety confirmation
Proof: panel photo, breaker condition, exception note, signoff.
View Electrical →Equipment-room checks, recurring site inspections, vendor review
Proof: asset condition, issue photos, readings, exceptions, signoff.
View Facilities →Asset inspection, contractor verification, safety checks
Proof: location, asset ID, hazard notes, completion photos, timestamp.
View Utilities →Covered repair, repeat failure, parts replacement
Proof: prior work, failed part, before/after record, technician rationale.
View Warranty / Repair →PM inspections, lockout checks, recurring maintenance
Proof: procedure completion, readings, exception capture, supervisor review.
Explore Use Cases →
Workflow teardown
Not sure where to start? Ask for a workflow teardown.
Pick one repeatable workflow. CoSkip will help map the steps, proof requirements, exception paths, system handoffs, pilot assumptions, and review outputs so your team can decide whether it is ready for AI-guided field work.
- 01
Share one workflow
PM close-out, inspection, warranty repair, customer handoff, safety checklist, or service-call close-out.
- 02
Identify required proof
Photos, notes, timestamps, exceptions, signoff, and step verification.
- 03
Map pilot assumptions
Inputs, field leads, devices, review path, systems, and security considerations.
- 04
Get a recommended next step
Readiness, ROI, demo, pilot application, or more procedure prep.
Stakeholder alignment
Give every evaluator the resource they need.
Service / Operations Leader
Wants fewer callbacks, faster close-outs, and better review.
Field SupervisorWants consistent work, required proof, exceptions, and easier coaching.
Technician / Field LeadWants clear steps, less paperwork, and fewer after-the-fact questions.
IT / SecurityWants scoped data, access controls, export paths, and reviewable requirements.
Finance / OwnershipWants ROI model, pilot cost discipline, and measurable improvement.
Sales / Customer SuccessWants proof packets that support recommendations, follow-up, and customer trust.
Resource request
Get the Field AI Pilot Kit
Complete the form to unlock the downloadable planning kit for evaluating one AI-guided field workflow, including pilot planning, proof packet, ROI, readiness, IT/security, and technician adoption resources.
- Example field workflow map
- Proof packet structure
- Security and integration checklist
- Pilot scoping questions
Field AI insights
Read Field AI insights
Practical writing on guided workflows and proof packets.
Read CoSkip writing on guided workflows, proof packets, technician enablement, field operations, architecture, trust, and pilot playbooks.
FAQ
Questions teams ask before piloting field AI.
What is field AI?
Field AI is practical assistance for work that happens outside the office. For CoSkip, that means guided workflows, voice and visual prompts, proof capture, exception handling, and close-out records that help teams review what happened.
What is a proof packet?
A proof packet is a review-ready record of completed field work. It can include photos, notes, timestamps, step verification, exceptions, signoff, and a customer or supervisor-ready close-out summary.
What should we prepare before a CoSkip pilot?
Start with one repeatable workflow, 3-5 sample procedures or close-out examples, a field lead, an operations owner, known proof requirements, and one measurable success target.
Do we need integrations before starting?
No. A pilot can begin with structured proof packets and exports. Integration planning for APIs, webhooks, FSM, CRM, CMMS, or document systems can be scoped as the workflow matures.
Which workflow should we test first?
Good first workflows are repeatable, proof-heavy, and painful to review later. Examples include PM close-outs, inspections, warranty repairs, customer handoffs, camera inspection close-outs, safety checks, and service-call close-outs.
Who should be involved in a workflow teardown?
A workflow teardown works best with an operations or service leader, one field supervisor or technician lead, and IT or security input if the workflow has sensitive data, device, retention, or integration needs.
How long does a CoSkip pilot take?
CoSkip pilot planning commonly starts with a focused 6-10 week path, depending on workflow scope, procedure readiness, field participation, review requirements, and integration expectations.
Is CoSkip only for HVAC?
No. CoSkip can support repeatable field workflows across HVAC, plumbing, sewer and drain, electrical, facilities management, utilities, warranty repair, industrial maintenance, and other service teams where guidance and proof matter.
Ready to turn one workflow into proof?
Ready to turn one field workflow into guided work with proof built in?
The work happens in the field. The proof should too. Start with the Pilot Kit, request a workflow teardown, or apply for a focused pilot.