Overview

Job Assistant uses AI to help you manage job details faster, with two functions: Summarize and Build.


1. Summarise Job Details

Turns rough technician notes into clean, professional job details.

  • Use when a technician has entered notes on the job (shorthand, abbreviations, informal language)
  • Click Job Assistant → Summarise
  • AI reads the existing notes and rewrites them into formatted, professional job details
  • Review the result and edit before saving

Best for: cleaning up technician handwriting/shorthand before the job details go to the customer or invoice.


2. Build Job Details

Generates a starting set of job details from a brief description.

  • Enter a short description of the work required, including the unit/equipment it relates to
  • Click Job Assistant → Build
  • AI generates suggested job details based on your description
  • Fill in or adjust the generated details as needed before saving

Best for: quickly scaffolding job details when starting a new job, so you're not typing from a blank field.


Tips

  • More detail in your input (unit type, symptoms, parts mentioned) gives better AI output in both functions
  • Always review AI-generated or AI-summarised text before saving; it's a starting point, not a final record