Maintenance · Service report
Maintenance · HVAC · heatingThe service report, complete before leaving the site.
The technician dictates a few sentences and photographs the nameplate. The standard report goes to the customer and the office, with no re-typing.
By the way, I've already built this for an HVAC company with around twenty technicians.
The report is where information gets lost.
- Photos pile up unsorted, then get sorted at the office.
- Brands and serial numbers are copied by hand, with mistakes.
- When quoting, nobody knows which part to replace: a technician has to go back.
- Time on site is not always recorded.
- The office re-types what the technician already wrote.
- Work still to do (a quote, a return visit) is written down nowhere, except in the technician's head.
A technician's note, a report ready to send.
Pick a job. On the left, what the technician sends from their phone. On the right, the report the tool produces, with what a person needs to check.
Demonstration with fictitious data. At your company, the tool follows your report template and writes into your database.
Four steps, no re-typing.
Dictate and photograph
On the phone, even without signal. The technician describes the job out loud, in their own words.
Read the nameplate
AI reads brand, model and serial number, and finds the equipment in your database.
Write the report
In your company's format: reason, work done, parts, time, work to plan.
Send and move on
The report goes to the customer and the office. If a part needs replacing, the quote is prepared straight away.
A written plan, for your company.
Tell me which documents slow you down. I'll send back the two or three worth automating, and the shortest path to a tool that runs.
Thank you, received. I'll reply within two business days.
What people ask me before we start.
No. They dictate and take photos instead of writing: it is quicker than before. The day on site is used to fit the tool to the way they work.
Yes. We start from your current reports: sections, mandatory mentions, layout. The tool fills in your template, not its own.
The app can work offline and sync when the signal is back. That is what we built for an HVAC company.
The tool does not guess: it flags what it could not read, and a person validates before the report goes out.