Field Report Assistant

Problem Statement

Technicians capture photos and short notes on site, then spend extra time later turning that context into a customer-ready service report. Managers also need a consistent review step before reports are sent to customers or filed against the account.

Proposed Workflow

• Capture photos, notes, equipment IDs, and safety observations on mobile.
• Turn them into a clean, structured draft report before the technician leaves.
• Send each report to a manager for review before it reaches the customer.
• File the finished report in Salesforce against the right customer record.

Pilot Scope

The pilot covers one regional field team, a standard service-report template, and Salesforce filing. Offline capture is part of the pilot because technicians often work in facilities where signal is unreliable.

What It Connects To

• Mobile capture, for photos, notes, equipment IDs, and safety observations.
• Manager review, where reports can be approved or sent back before delivery.
• Salesforce, where the final report is attached to the account and service visit.

Acceptance Criteria

• Every draft shows the technician inputs it was built from.
• Capture keeps working offline and syncs once there’s a signal again.
• The pilot is clearly labeled while it’s still in pilot.
• It only goes company-wide after a manager approves.