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Answers for the crew from your own manuals
Answer the crew’s questions from your approved manuals and procedures, so the boss is not the one answering every one of them.
Choose this office job and we build it around your process, systems, permissions and approval steps.
What it costs you now
Right now the answer lives with one person. A tech is on a roof at 7am with the outdoor unit half fitted, and the only way to find the clearance for that model is to ring the boss, who is mid-quote in someone's kitchen. The manuals exist, in a folder, on a laptop, in a ute somewhere. So the job either waits, or someone guesses and you find out on the next callback.
What it does
Your crew asks the question the way they would ask you, in WhatsApp, in their own words. The agent works out which job, site and piece of equipment they mean, then searches only the material you have approved: the installation manuals, your own written procedure, and your current price book where it matters. It answers in a sentence or two and attaches the exact section it read, so the tech can check the source themselves. If the model is unclear, the documents disagree, or the question needs your judgement, it stops and asks rather than picking one.
- Question comes in A team member asks in the channel you have approved, in plain words.
- Job and gear matched The agent ties the question to the right job, site and equipment model, and asks if the record does not say.
- Approved sources checked It reads only the current manuals, your procedure and the price book, and compares their dates.
- Answer with the source The crew gets the answer plus the section it came from, or the question comes to you untouched.
You ask on site. It answers with the work done.
You ask in WhatsApp
Today
It hands back
CITED ANSWER · PUZ-ZM71
Cited team answer
- ✓Matched the question to the site, asset and equipment model
- ✓Checked current manuals and the business’s approved procedure
- ✓Compared source dates and stopped if the instructions conflict
Prepared team answerThe model-specific clearance instruction is ready to review in the attached manual section. The matching company procedure is shown beside it; no conflict was found.
No customer-facing action1Current installation manual · clearance sectionPrimary
2Company outdoor-unit procedureMatches
A concise team answer with the source section attached and uncertainty returned to the boss.
Illustrative example. Names, numbers and records are made up.
What changes for the business
Your crew gets a straight answer with its source attached, and you stop being the phone number that unblocks every job.
- Fewer interruptions
The questions your team already asks you get answered without you stopping what you are doing.
- Answers you can check
Every answer carries the section it came from, so nobody has to take the agent's word for it.
- The gaps get visible
Questions it could not answer go in a queue, which tells you exactly which procedure is missing or out of date.
What it is connected to
It reads the job records you already keep.
These are the systems this office job usually touches, not a required stack. We connect only what your version of it needs, using your own accounts and the smallest set of permissions that does the job.
- WhatsApp So the crew asks in the app they already use on site.
- Your shared document folder The installation manuals, standards and your own written procedures.
- ServiceM8 or Simpro The job, site and equipment on the record, so the answer matches the actual gear.
- Your current price book For the how much is that part questions.
- Your email Where a supplier or manufacturer document arrives as an attachment.
The boundaries come with the office job
Where it stops, and who it asks.
What starts it, what it may read, what it may write, who approves, and where it stops. Written down before the office job runs.
What it will not doIt does not make the call for you. Anything that needs judgement, has a safety question in it, or where two documents say different things comes back to you with the question intact. It answers from your approved material only, so it will not fill a gap with something it found elsewhere.
- Trigger
- A team member asks a question in an approved channel.
- Reads
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- Job, site and asset context
- Approved manuals and procedures
- Current price books where relevant
- Writes
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- Cited team answer
- Source link
- Unanswered-question queue
- Approval
- Answers must come from approved current sources; judgement, safety ambiguity and conflicting instructions go to the boss.
- Stops when
- A supported answer is returned with its source, or the complete question is escalated.
- Exception path
- Missing model details, stale documents, conflicting instructions or site-specific judgement triggers a hand-off.
- Audit evidence
- The log preserves the question, job context, source version, cited section and any correction from the team.