FROM CONVERSATION TO SERVICE DETAILS
Capture the request. Keep your team in control.
A service request rarely arrives as a complete record. Use voice or chat to capture quote details, add supporting files and work through maintenance conversations, with your team reviewing the result.
Quote assistant
BUILT AROUND THE WORK
Support the conversation without losing the service context.
Capture quote details
Describe the service need through voice or chat and bring the conversation into the quoting workflow.
Add the supporting context
Include quote uploads so the conversation has the information needed to describe the work.
Guide maintenance conversations
Help technicians work through the maintenance conversation from the browser-based technician workflow.
QUOTE CAPTURE
Turn the conversation into useful service details.
Start with the work the customer needs. Use voice or chat to capture the quote information, and include supporting uploads when the conversation needs more context.
- Choose voice or chat for the quote conversation.
- Add supporting information through quote uploads.
- Review what was captured before saving.
GUIDED MAINTENANCE
Support the conversation at the point of service.
Technicians can use maintenance assistance from their browser-based workflow. The assistant helps guide the conversation while the technician remains responsible for assessing the equipment and checking the result.
- Move into the maintenance assistance workflow.
- Follow the guided conversation for the task.
- Apply technician judgment and review the recorded information.
A clear path through the inspection.
Client & location
Start with the customer and service site so the conversation has the right context.
Equipment & plan
Identify the unit and maintenance plan before working through the inspection.
Voice or typing
Tap to speak or type a response as you move through the guided conversation.
Technician review
Check the captured details against the equipment and your observations before finishing.
Maintenance assistant
HOW IT FITS TOGETHER
A conversation with a clear next step.
01
Choose the task
Start with quote assistance or maintenance assistance for the work at hand.
02
Speak or type the details
Capture the service request and add supporting information as the conversation develops.
03
Review before saving
Check the captured information and confirm the next step in your service workflow.
BEFORE YOU CHOOSE
What would you like to know?
Can we use chat as well as voice?
Yes. The assistant supports voice and chat for quote capture and maintenance conversations.
Does the assistant replace technician judgment?
Your team remains responsible for checking the information and the work. Guided assistance supports the conversation; technicians still apply their professional judgment.
Can we include supporting files?
Quote uploads can provide supporting information during the assistant conversation. A walkthrough can show the file workflow available in your setup.
Guided help from the technician workflow.
Choose the work at hand
Open quote or maintenance assistance from the technician dashboard and keep the service context with the conversation.
Follow the maintenance conversation
Use the guided checklist and maintenance conversation screen to work through the available maintenance assistance workflow.
Configure the available mode
Choose the maintenance assistance available to your team, then review captured details before using them in service work.
Explore assistance around your service work.
Try a service conversation and review how captured details support the next step.