The visit is only the beginning.
Clevis is being designed to help the details of a service visit make it all the way to the next person. Here is the workflow we are working toward.
Capture the work in context.
A photo of an equipment label. A spoken observation. A note about what changed. The idea is to make useful information easier to capture while keeping the visit, customer and equipment attached to it.
We are exploring phone and wearable input. Supported devices, recording behavior and real-world performance have not been validated.
Build a record someone can use.
The proposed workspace brings observations, equipment history and open items together around a job. The goal is a record that still makes sense to the next technician, not a loose collection of files.
A source should remain distinguishable from an AI draft. A transcript is not proof that an observation is correct.
Let the technician put it right.
The planned review step gives a person a chance to correct the equipment, wording, measurements and scope before a report or action leaves the workspace.
Customer messages, payments and other consequential actions need explicit boundaries. These are design requirements, not a claim that those controls are implemented.
Make the next step explicit.
A visit can end with an unresolved item. The intended handoff names what remains, who owns it and what evidence will show it is complete. Integrations and automatic follow-through are still being defined.