About Service Report Summarization

The description of About Service Report Summarization is divided into the following sections:

• What is ervice Report Summarization?
• Model Configuration and Usage
• AI Model Identifiers
• Data Considered for Text Generation
• Processing Example for Service Report Summarization
• Prerequisites
• Benefits

What is Service Report Summarization?

Service Report Summarization is an AI-powered feature that creates a short, easy-to-read summary of service work completed by field technicians. It helps you quickly understand what was done, which parts were used, and the outcome without reading the full technical report. The summary appears at the top of the Service Report in a separate section.

You can enable this feature on the Report In and Debrief pages on the Mobile Application.

When Reporting In:

You can control whether a summary is generated using a toggle in the Report In section. If the toggle is off, the system creates the service report without the AI-generated summary. If it is on, a summary appears at the top of the report in a clearly marked section, offering a quick overview of the work performed. You can review and edit the summary in a dialog box before finalizing it, ensuring that the content is accurate and customer ready.

From Completed Work:

When enabled through Workflow Configuration, the system can generate a summary and optionally include pricing details based on the Debrief section. If this setting is not enabled, the report is generated as usual without the summary. If a summary has already been created, you can choose to reuse it or generate a new one. The summary remains editable in a dialog box, allowing you to validate and adjust the content before submission.

Model Configuration and Usage

This is a LLM based model and can be used without training. 

AI Model Identifiers

• AI Model Name: SERVICE_REPORT_SUMMARIZATION 
• AI Model Use Case: service-report-summarization 
• Use Types:
• Text Generation  

Data Considered for Text Generation

To generate the summary for the work task (already completed) the following inputs will be used.  

• Task Description
• Activity Type
• Actual time spent
• Who performed the work
• Working Time
• Travel time
• Materials issued
• Completed work steps
• Object
• Performed work
• Cause details
• Contract 

 

Processing Example for Work Briefing

Example: The task involves troubleshooting electrical issues under the activity type "Installation." Neila Vedeneev performed the work, which included assembling and installing furniture for the client. The reported actual work time is 0.9 hours, and travel time is 1.64 hours. Materials used include an ignition control module. The cause of the issue was blocked vents, and the work was performed under contract HVAC-BM-004 – One annual inspection. Task steps included inspecting and testing the fan, checking refrigerant levels, and cleaning condenser coils.

Example Service Report by the LLM: TNeila Vedeneev performed an HVAC inspection under contract HVAC-BM-004, addressing blocked vents and troubleshooting electrical issues. The work included inspecting the fan, checking refrigerant levels, and cleaning condenser coils. Work time was 0.9 hours, with 1.64 hours of travel time.

Prerequisites

To ensure accurate and functional predictions, the following data and system conditions must be in place:

• Workflow Configuration must allow summary creation
• Mobile device must be online (offline generation is not supported)

Benefits

Using Service Report Summarization, you can:

• Gives customers a quick, clear overview of completed work
• Reduces confusion or hesitation during sign-off
• Enhances transparency and customer trust
• Saves time for both technicians and customers
• Allows editing to ensure accuracy before submission