All applications
Contractor handoff briefs
Cleaning & facilities

Contractor handoff briefs

We prepare contractor work packs from approved requests, site instructions, and relevant asset history.

How we put it to work

  1. Gather the job context.

    AI retrieves the confirmed problem, access instructions, and earlier work. Missing contact or asset details are flagged before dispatch.

    Your teamConfirms scope and which information can be shared.

    Gather the job context. AI retrieves the confirmed problem, access instructions, and earlier work. Missing contact or asset details are flagged before dispatch.
    Site records
    Contractor visit
    Access instructions
    AI
    Record linked
  2. Prepare the work pack.

    AI organizes approved information into a brief with evidence and questions to resolve. Your existing process supplies permits and safety requirements.

    Your teamApproves instructions, access, and required permits.

    Prepare the work pack. AI organizes approved information into a brief with evidence and questions to resolve. Your existing process supplies permits and safety requirements.
    Contractor brief
    Scope confirmed
    Access checked
    Questions listed
    Draft · Awaiting review
  3. Check the returned report.

    AI compares the contractor report with requested work and highlights missing answers for your reviewer.

    Your teamVerifies completion and authorizes acceptance or further work.

    Check the work pack against the report. Requested and returned work: Inspect unit AHU-3; Record test result; Attach site photo. AI flags the unanswered test-result requirement: AHU-3 inspected; No test result; Photo attached. Facilities manager verifies completion.
    Check the work pack against the report
    Requested and returned work · Illustrative example
    Incoming record
    Inspect unit AHU-3
    Record test result
    Attach site photo
    Compared record
    AHU-3 inspected
    No test result
    Photo attached
    AI flags the unanswered test-result requirement
    Facilities manager verifies completion

What your first engagement includes

  1. 01Review your setupConfirm existing features, data access, and system compatibility.
  2. 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
  3. 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
PILOT REVIEW

How we measure the pilot

Compare the same work before and during the pilot.

  • Time to complete

    Time to prepare a contractor work pack, including the human check.

    Review time
  • Review quality

    How often a draft needs a material correction before approval.

    Correction rate
  • Workflow reliability

    Returned reports missing requested information.

    Exceptions to resolve
  1. Current process
  2. Pilot results
  3. Review together

Agree what to improve or expand based on the results.

Start with one workflow in your business.

Related technology and workflow references

Background reading on the capabilities behind this application. Your setup determines which connections are practical.

Swipe to explore 1 / 3