SkillOversight
Connecting the Field Team
Talks to the crew on site and updates the record
What is Connecting the Field Team?
Connecting the Field Team is a field data-collection method that speaks with team members on site by phone to take the job status and updates the record without anyone visiting the office. luup speaks with the field crew over the phone; the team member does not need to install an app, log into the panel or fill in a form, and the answers are written straight into the job record.
The field crew finishes the job, but the record is entered in the evening, from memory.
The job is reported by speaking the moment it ends; the record updates there and then.
How does it work?
- 1
The call goes out
Contact is made with the field crew at the job's completion time.
- 2
Questions are asked
Job status, what was done and what remains are asked.
- 3
It is recorded
The answers are written into the relevant job record.
- 4
The customer is told
If needed, a status update goes to the customer.
What does it need?
A skill with a missing precondition is not hidden in the panel — it is shown with the gap. Hiding what is required only produces disappointment during setup.
- A defined field team
- An open job record
What it deliberately does not do
Claiming a result is easy. What follows is not a claim but a set of limits the product enforces mechanically: the skill cannot do these things, because a layer that cannot be switched off stops it.
- It does not track the field team's location continuously; it asks for status per job.
- It gives the customer no arrival time that did not come from the team.
- It never answers on the team's behalf by guessing.
Where it sits on the autonomy ladder
A 0–4 ladder decides how much the assistant may do without asking you, and it is set separately for each channel and each topic. The meaning of each rung is the same across every skill.
Connecting the Field Team comes into play at rung 1 of the ladder.
- 0
Listens only
Writes nothing to customers; it only records.
- 1
Drafts a reply
Writes it but does not send it; the draft waits in the panel.
- 2
Waits for approval
The reply is ready; sending it is your decision.
- 3
Answers on its own
Sends, and stops to call you in when it gets stuck.
- 4
Full authority
Books, quotes and collects payment.
Wherever the ladder sits, every outgoing message passes the Conversation Rules and the consent check; neither layer can be switched off.
SSS
Sık sorulanlar
No. Connecting the Field Team works over the phone; the team member does not need to install an app, log into the panel or fill in a form. For field crews used to working from a phone, that is the lowest-friction route.
You set the number of calls and their timing; usually a single call at the end of the job is enough. If the team member is busy, the call is postponed.
You define the questions: is the job complete, which part was used, did extra work come up, was a customer signature taken. The answers are written straight into the job record.