AI Report Assistant

The AI Report Assistant helps your team turn a technician’s rough notes into a clear, professional report in seconds. From an open service order it can rewrite the report, summarize the intervention, translate it into Dutch, French and English, draft a customer email, and flag whether a follow-up is needed.

Assistive — always review

The assistant suggests text; it never sends anything on its own. Every result is a draft you can edit, saved on the service order. A person must read and approve the wording before it is shared with a customer. The assistant is instructed to never invent facts — when information is missing it stays deliberately neutral.

The AI Report Assistant: one button per action, with the results shown in editable fields.

Where to find it

Open a service order and go to the AI Assistant tab. You will find one button per action and a field for the raw technician note. If that field is empty, the assistant falls back to the report already captured on the order (work done, issue found, solution applied).

What it can do

Action	What it produces
AI Rewrite Report	A short, professional intervention report in the customer’s language
AI Summarize	A 2–3 sentence internal summary for the service team
AI Translate NL / FR / EN	The report in Dutch, French and English, side by side
AI Generate Customer Email	A ready-to-review email draft about the completed work
AI Analyze Follow-up	Whether a follow-up is needed, an urgency level, and a proposed next action

Rewrite the report

1. Open the service order and the AI Assistant tab.

2. Type or paste the raw technician note — a few keywords are enough.

3. Click AI Rewrite Report.

4. Read the draft, adjust anything you like, and keep it on the order.

Example. From a rough note such as “pump noisy, filter replaced, customer wants a return next week”, the assistant produces a clean report like:

During the intervention the filter was replaced. An abnormal noise was noted on the pump. A follow-up visit is recommended for next week.

Summarize, translate, email and follow-up

• AI Summarize — a quick internal recap for planning and hand-over.
• AI Translate NL/FR/EN — three parallel versions for a multilingual customer base.
• AI Generate Customer Email — a polite completion email, ready for a person to review and send.
• AI Analyze Follow-up — flags whether a follow-up is needed, an urgency level (Low / Medium / High) and a proposed next action for the planner.

Tip

Use Rewrite first, then Translate or Generate Customer Email — those steps build on the professional report, so the customer-facing text stays consistent.

Privacy & control

Your data stays under control

• Intervention data is only sent for AI processing when a user clicks an action — nothing runs automatically.
• Technicians can use the assistant on their own jobs; managers can use it on any job.
• Every request is logged (administrators only) with the date, the action and which AI service handled it — so you always know what was processed.
• The AI provider is chosen by an administrator under Settings → AI Report Assistant. If the selected provider is unavailable, a backup provider takes over automatically so the feature keeps working.

Tip

The assistant works hand in hand with the on-site report & signature written in the Technician App: the technician captures the facts on site, the office turns them into a polished, client-ready report.

Next step

• How the AI assistance works
• Integrations