Summarize work orders for service teams

Service teams use AI Actions to summarize work orders. AI applies configured instructions to analyze work‑order data and generate clear, actionable summaries, allowing users to review key information without scanning full records.

Service teams and technicians

Summarizes work order data by applying AI‑defined instructions to generate concise, actionable summaries.

Reduces time spent reviewing detailed records and helps users quickly understand job status and next steps.

Generate AI‑driven insights for service records

Technicians and service engineers use AI Actions in Go to generate insights for service records. AI analyzes available data and presents insights directly within the mobile workflow, reducing the need for manual analysis.

Field technicians and service engineers

Analyzes service record data and returns AI‑generated insights within the record view.

Supports informed decision‑making by surfacing relevant insights at the point of work.

Recommend parts and verify trunk stock availability

Technicians use AI Actions in Go to identify required parts for a work order. AI recommends parts using work order data and documentation and verifies trunk stock availability, helping technicians prepare before or during service execution.

Field technicians and inventory‑aware service teams

Recommends required parts based on work order details and documentation, then checks trunk stock availability.

Prevents delays caused by missing parts and reduces manual inventory checks.

Execute service workflows using approved business logic

Service administrators configure AI Actions with embedded SFM transaction references. AI executes these approved workflows to create or update records consistently, reducing manual effort and ensuring data follows defined service processes.

Service administrators and operations teams

Executes service workflows by invoking referenced SFM transactions to create or update records.

Ensures reliable execution of reusable business logic while eliminating manual, error‑prone record handling.

Run AI Actions with the correct service context

Service administrators apply AI Actions to specific service objects, such as Work Orders or Cases. This ensures AI executes actions using the correct context and returns accurate, relevant results.

Service administrators and service teams

Applies AI Actions to specific service objects such as Work Orders or Cases.

Improves accuracy and relevance by ensuring AI operates within the correct object context.

Generate account‑level service insights

Service managers use AI Actions to generate account‑level service insights. AI analyzes recent work orders and produces summaries that highlight trends, risks, and recurring issues across the account.

Service managers and leadership teams

Analyzes recent service activity and generates high‑level, account‑level summaries.

Provides visibility into trends, risks, and recurring issues without manual analysis across multiple records.

Create or update service records using knowledge‑driven analysis

Technicians use AI Actions to analyze root‑cause information from source documents. AI combines Knowledge Access analysis with SFM execution to automatically create or update related service records, reducing manual steps.

Field technicians and service teams

Analyzes source documents using the Knowledge Access agent and executes SFM transactions to create or update related records.

Eliminates manual research and ensures record updates follow standardized workflows.

Automate parts replacement processing

Service teams use AI Actions to automate parts replacement processing. AI identifies required parts and executes workflows to add estimate lines and create RMA lines, streamlining parts handling and reducing manual effort.

Service teams and technicians

Identifies required parts and executes workflows to add estimate lines and create RMA lines.

Eliminates manual identification and data entry, reducing errors and speeding up parts processing.

Launch AI‑powered assistance from guided workflows

While working through an SFM wizard in Windows Go, technicians launch AI Actions directly from the wizard step. AI runs the configured action and supports the task without requiring the user to leave the workflow.

Field technicians and service engineers

Executes AI Actions directly from supported SFM wizard steps in Windows Go.

Provides in‑context assistance during guided workflows without interrupting task execution.

Open related records and source documents without leaving the screen

Technicians open linked records or source documents directly from the response when an AI Action returns a response in Windows Go. This enables quick verification and follow‑up without leaving the current screen.

Field technicians and service engineers

Provides clickable links to related records and source documents within the AI response.

Improves efficiency by allowing quick access to supporting information without navigating away from the workflow.

Schedule jobs quickly from the Scheduler Job List

Dispatchers select a job card on the Scheduler Job List and run an AI Action such as Schedule Immediately with AI. The AI schedules the job and returns the result inline, allowing planners to complete scheduling with fewer clicks.

Field technicians and service engineers

Executes AI Actions from the Job Action Menu to schedule jobs directly from the Scheduler Job List.

Reduces manual scheduling steps and speeds up job assignment.

Review AI‑generated scheduling responses inline

After an AI Action runs in Service Board, dispatchers review the AI‑generated response in the scheduling dialog. This provides immediate visibility into the outcome and supports quick decision‑making.

Dispatchers and service planners

Displays AI‑generated responses in a chat dialog after execution.

Helps users understand scheduling outcomes without navigating away from the Service Board.