How it works

Forward it. Approve it. Close it out.

Three steps from work order to a completion pack your client will accept. You approve every one.

Step 01

Forward it

Send the work order to your SI JobAgent address as an email, PDF or photo. Add a completion pack the client already accepted, and SI JobAgent learns what they expect.

  • Any facility manager, any format
  • Client profile built from accepted packs
  • No new system for your clients
Step 02

Approve the plan

SI JobAgent proposes the scope, the client checklist and anything the work order left out. It drafts the questions for the client. You check them and press send.

  • Missing PO, limits and access flagged
  • Every message waits for your OK
  • Every action logged
Step 03

Close it out

Your tech gets one link for photos, readings, times and sign-off. SI JobAgent checks the evidence against the client profile and hands you a completion pack ready to invoice.

  • No app to install
  • Works without signal
  • Notes ready for the client portal

You approve
every step.

SI JobAgent drafts. You decide. Nothing goes to a client until you press send, and every action is logged.