Orchestra · Home Agent
See how a concern becomes a clear next step.
Example: decision needed
AC drain concern noted during a visit.
The team notices moisture near the accessible drain area, records the location and photographs the condition. A qualified HVAC provider is recommended to investigate. Scope and expected charges go to the owner before additional work.
| What changed | Moisture observed near the drain area. Cause unconfirmed. |
|---|---|
| Next decision | Approve a provider visit after reviewing scope and charges. |
| Update after work | Provider notes and completion evidence reviewed; follow-up recorded. |
Example: team follow-through
The work order carries the details.
| Observation | Location, condition notes, and supporting photos. |
|---|---|
| Scope | Qualified provider investigation; no unapproved repair. |
| Authorization | Owner decision and agreed charges recorded. |
| Assignment | Appropriate provider, agreed timing, and access plan. |
| Completion | Provider notes, available evidence, and review status. |
| Follow-up | Record outcome and next care date when confirmed. |
Example: the record behind the home
The next visit starts with useful history.
- Equipment location, confirmed model, and available manual.
- Vendor contacts and agreed responsibilities.
- Prior work, photos, invoices, and warranties.
- Upcoming maintenance and decisions awaiting approval.
- Unconfirmed details flagged for verification.
The record supports the people caring for the home. Setup and scope are agreed during onboarding.