Work reports and AI drafts

Work reports record work performed at a customer's site and link it to relevant equipment. Write a report yourself or ask AI to organize brief work notes into a report.

Start a reportCopy Anchor Link

• In the app, select Create work report in customer details.
• In the web console, select a customer in Work reports, then choose New report, or start a report from customer details.

Before writing, check that the customer and related equipment are correct.

Choose a work typeCopy Anchor Link

Select the type that best matches the work:

• Inspection
• Installation
• Repair
• Replacement
• Configuration change
• Maintenance
• Other

Use an AI draftCopy Anchor Link

1. Select Generate AI draft.
2. Check the work type and date.
3. Describe the work actually performed briefly and specifically.
4. Select the registered equipment involved.
5. In the app, select Organize with AI and continue. In the web console, select the AI draft generation action.
6. Review the generated title and report body and make any necessary changes yourself.
7. Save the final version.

Include symptoms, identified causes, actions taken and the final status in your notes for a clearer draft.

AI-generated content is a draft for reference. Always verify equipment names, IP addresses, work results and facts before sharing it with a customer.

Write manuallyCopy Anchor Link

In the web console, select Write manually to enter the title and report body directly. If the title is blank, a title may be generated from the selected work type.

The following order makes records easier to find later:

1. Visit or support request
2. Equipment inspected and its condition
3. Actions taken
4. Results checked after the work
5. Follow-up work or customer instructions

View and edit reportsCopy Anchor Link

• Customer details show recent reports and the full list for that customer.
• In the Work reports menu, find reports by title, work type or summary.
• In report details, edit the work type, title, work date, work description, final body and related equipment.
• Delete incorrectly registered reports from the details screen. Double-check the customer and work date first.

Handling sensitive informationCopy Anchor Link

Avoid including administrator passwords, Wi-Fi passwords, authentication tokens or personal identifiers that do not need to be shared with the customer. Keep required network settings separately in equipment records with managed access permissions.