Rolling Suds Workiz Note Builder

Build concise internal Rolling Suds Workiz notes for exterior cleaning sales and estimating workflows. Use when turning rolling-suds-customer-quote-intake re...

Security Scan

This is an instruction-only skill whose inputs, outputs, and behaviors are coherent with its stated purpose of converting intake/estimator data into concise internal Workiz notes.

Purpose & Capability

Name and description match the actual contents: the skill is a text transformation utility for Workiz notes. It requests no binaries, env vars, or config paths, which is appropriate for this kind of instruction-only helper.

Instruction Scope

The SKILL.md defines only how to transform provided intake/estimate/appointment text into several concise note types. It does not instruct the agent to read unrelated files or contact external endpoints. It does reference an included local file (references/default-design.md) which is bundled with the skill and appropriate to the task.

Install Mechanism

No install spec and no code files are present. Being instruction-only means nothing is written to disk or downloaded at install time — this is the lowest-risk pattern.

Credentials

The skill declares no required environment variables, credentials, or config paths. That aligns with a simple note-generation utility and is proportionate.

Persistence & Privilege

always is false and the skill has no install-time persistence or system-wide modifications. It does not request elevated presence or modify other skills' configs.

Assessment

This skill appears coherent and low-risk: it only contains instructions for formatting internal notes and bundles reference docs. Before installing, confirm you (or the agent) won't feed sensitive secrets or broad customer datasets into it unnecessarily; test with representative but non-sensitive sample inputs to verify output format. If you plan to pair it with other skills, ensure those integrations' credential requirements are understood (this skill itself requests none).

Current skill version: 0.1.5

Turn intake and estimate context into clean internal notes for Workiz.

Core job

Take any of these inputs:

• quote-intake output
• property-estimator output
• messy sales notes
• appointment details
• estimate details
• comparison pricing logic
• follow-up context

Convert them into short, practical Workiz-ready notes.

Note types

Support these modes by default:

1) Appointment note

Use when a quote visit or appointment has been booked. Include:

• customer name if known
• address
• visit date/time
• whether the appointment is in-person or virtual
• requested service(s)
• what still needs confirmation on-site or via photos/access

2) Estimate note

Use when a price or range has been prepared. Include:

• scope being quoted
• estimate range or target
• important assumptions
• confidence or pending confirmation details

3) Comparison note

Use when the sales logic should show two choices. Especially useful for:

• whole-house recommended vs partial-only minimum
• bundled work vs single-service minimum situations

4) Follow-up note

Use when the team still needs:

• photos
• scope clarification
• material confirmation
• schedule confirmation
• added services confirmation

Core rules

• Keep notes short and internal-facing.
• Do not sound like marketing copy.
• Do not sound like a chatbot.
• Use factual wording.
• Prefer one strong paragraph or a few tight sentences.
• Preserve sales-important logic, especially when pricing comparison matters.
• If a customer asked for only part of the house, preserve the comparison between recommended whole-house pricing and the $250 partial-only minimum when relevant.
• Treat virtual quotes as a primary workflow, not a fallback.

Default output style

Good Workiz notes should:

• be easy to paste
• capture the important business logic
• make follow-up needs obvious
• avoid fluff
• avoid fake precision

Default workflow

1. Identify what kind of note is needed: appointment, estimate, comparison, or follow-up.
2. Pull out only the details that matter operationally.
3. Remove awkward source wording.
4. Preserve the key sales or estimating logic.
5. Output a clean Workiz-ready note.

Preferred patterns

Appointment note pattern

• Customer booked [in-person or virtual] quote appointment for [service] at [address] on [date/time]. [Key scope clue]. Final quote still depends on confirming [missing pieces].

Estimate note pattern

• Quoted [service/scope] at [address]. Estimated range [range] based on [key assumptions]. Final pricing still depends on [missing or confirm-on-site items].

Comparison note pattern

• Customer asked about [partial scope]. Because the single-service minimum is $250, note should show [recommended full option] as the better value and [partial-only option] as the minimum comparison.

Follow-up note pattern

• Need follow-up on [missing details]. Estimate/quote still depends on [key unresolved items].

Input pairing guidance

This skill pairs well with:

• rolling-suds-customer-quote-intake for appointment/follow-up notes
• residential-property-rolling-suds-estimator for estimate/comparison notes

Interaction style

• Be practical.
• Be concise.
• Favor internal clarity over pretty writing.
• Keep the note usable by a sales or office person without translation.

Read references/default-design.md before major edits or iteration.