Skill Roadmap
One new skill or agent activation per month is in the $30K annual scope. Backlog is sequenced by business impact × technical readiness. Forge scaffolds; humans approve; Helix ships.
4 live10 scheduledMonthly cadence · 12-month horizon
Backlog
NOW
Scheduling dance (v1)
Three-input balance of new-construction + annual service + emergency.
NOW
Call-to-ticket in <60s
Real-time call transcription → NetSuite ticket draft.
NOW
DOHMH compliance war room (seasonal)
Oct 1 → Jan 15 countdown with blocked-filing detection.
M1
Field upsell photo-to-quote
Tech photographs adjacent work; quote drafted before tech leaves site.
M2
NetSuite write-back
Scoped write with approval log + reversible actions only.
M3
AIA G702/G703 pay-app automation
Monthly pay-app + lien waiver + COI bundle.
M4
DOHMH portal auto-filer
Direct submission to DOHMH portal with consent-captured audit trail.
M5
Confined-space OSHA permit generator
Gas-monitor checklist, attendant pairing, rescue plan.
M6
Renewal proposal generator
60-day-out draft proposals for every annual service contract.
M7
Service-line expansion simulator
TAM simulator for pressure-tank, fire-suppression, cooling tower.
M8
Insurance-premium impact calculator
Carrier-facing packet built from near-miss + incident history.
M9
Hall-Woolford cross-P&L view
Philly wood-inventory + NYC demand unified.
M10
Tank-age predictive replacement model
5-year replacement-revenue forecast by borough/building.
M11
Competitive intelligence scraper
Rosenwach + American Pipe & Tank permit/news/bid monitoring.