A second pair of eyes on every job.
One click summarizes a long job and says what should happen next. Similar past jobs show how the same problem was handled nearby, and reply drafts arrive in the customer’s language.
Why it matters
Long job histories take minutes to read, the same questions get answered from scratch, and Spanish replies wait for the one bilingual person in the office.
In practice
- A window cleaning company. A commercial job has a long thread about ladder access. Summarize gives the office three lines and the next step: confirm roof access with the building manager.
- An HVAC company. Similar past jobs show two earlier “no heat” calls on the same street that were fixed by replacing the igniter, which the technician checks first.
How it works
Summarize
Three to five plain lines on the job and its history, and the next step.
Look back
Closed jobs of the same type nearby, how each ended and how long it took.
Draft a reply
A status update, a request for details or a closing note, in the customer’s language with an English version.
Key features
One-click summary
Saved and shown to everyone until the job changes, so opening a page costs nothing.
Similar past jobs
From your own records, not AI: same type, nearby, and how each one was finished.
Replies in their language
Spanish drafts with the English version alongside, ready to edit.
Private details stay out
Customer names, emails and phone numbers are never sent to the AI.
People decide
Drafts only fill the reply box; nothing is sent without a person.
Off switch
An admin can turn the assistant off for the whole company.
Common questions
Does the assistant send anything by itself?
No. It writes a draft into the reply box. A person reads, edits and sends it.
Which AI does it use?
Anthropic’s Claude, receiving only the job text it needs, never contact details.
Can we turn it off?
Yes. Similar past jobs still show, because they come from your records.