# Remote Estimate or Site Visit: A Quick Brief Source: https://maito.app/workflows/decide-if-a-job-needs-a-site-visit Maito reads each visit request and its photos, shows what can be estimated remotely and what needs a visit, and holds a calendar slot if you decide to go. A short brief on each visit request shows whether a remote estimate is enough. [Sales](https://maito.app/workflows/team/sales) · [Construction](https://maito.app/workflows/industry/construction) · When you ask · Updated October 19, 2026 Works with - Slack - Email - Google Calendar - Microsoft 365 - Cal.com - Calendly - Gmail - Superhuman Mail ## How do you decide if a job needs a site visit? To decide if a job needs a site visit, ask Maito in Slack with the customer's request. It reads the form and photos, shows what is known and missing, and says which parts can be estimated remotely and which depend on seeing the site. You decide, and it holds a calendar slot. ## How it's done today The estimator drives out before knowing whether the job is ready or needs a visit. ## What Maito does 1. Read the form, photos and notes 2. Compare against the readiness questions 3. Say what a remote estimate can and can't cover 4. Offer visit slots from the calendar ## Example **Carlos** (2:03 PM): Dana Whitfield wants a site visit for a bathroom remodel at 9 Cedar Ave. Do we need to go? **Maito** (2:05 PM): Brief from her form and 6 photos. • Scope: replace the tub with a walk-in shower, new vanity, tile floor, about 5 x 8 ft • Ready: owns the house, plumbing stays in place, start is flexible, budget $14,000 to $18,000 • Missing: photo of the shower valve The vanity and tile can be estimated remotely. Catch: she wrote "soft spot near the drain". The shower conversion depends on what's under the tub, which points to a visit. Your call. Your calendar is open Thursday Oct 22 at 10:00 AM or Friday 1:00 PM. **Carlos** (2:08 PM): Visit, Thursday. Ask her to clear the space under the vanity. **Maito** (2:09 PM): Tentative hold added for Thursday Oct 22, 10:00 AM. Message to Dana drafted for your OK, including the clear-the-vanity request. ## How to set it up When you ask Decide if a job needs a site visit Set up Nothing to set up. Ask in Slack or by email whenever you need it. Connect calendar - Google Calendar - Microsoft 365 - Cal.com - Calendly Connect email - Gmail - Microsoft 365 - Superhuman Mail Use forms - Typeform - Tally No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault. Not connected yet? Your agent sends you a link to sign in. ## What it won't do Photos and forms don't show everything. It points to signs a visit is needed but can't diagnose hidden problems. ## Questions ### What does it use to decide? The customer's form, photos and your calendar. It gives you a brief and a suggestion, and you decide. ### Does it book the visit? It adds a tentative hold and drafts a message to the customer. Both wait for your approval. ### Can it ask for more photos? Yes. It lists what's missing, such as a photo of a valve, and drafts the request to the customer. ## More sales workflows - [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call) - [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically) - [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call) - [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread) - [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review) - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fdecide-if-a-job-needs-a-site-visit)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)