Help your field technicians reduce visit durations & administrative tasks with intelligent summary generation for accurate, comprehensive reports that incorporate real-time customer data, word order summary, steps completed, job images, and more.
Enhance field technician efficiency & record accuracy with detailed summaries of completed work and outcomes, ensuring precise and consistent work order records for assets, sites, and premises.
Objects Referenced
Work Order, Asset, Service type, Location, Product
Data Sources
CRM
Record Summary
How to use
Generate a summary at the touch of a button within your workspace.
Availability
GA Oct. '24
DISCLAIMER: Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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