Work Performed Comments

The work performed comments allows the Technician to input what work they have completed on the work order. The 'Work Performed' comments section allows technicians to detail the tasks they have completed on the work order. By adding multiple comments, technicians can provide a comprehensive account of the repair process. Each comment is date- and time-stamped, which is visible to both back-office staff and technicians. This helps address any customer concerns about the time taken to complete the repair.

To require technicians to enter a work performed comment, this should be set on the work order type. Switch on Work Performed Comment Required for the appropriate work order type.

To navigate to this screen: Select a work order from the WIP screen

1. Within the Work Order Details screen on the top right, select the 3 dots.
2. From here select Work Performed. The Technician can then enter their work performed comments.

From this screen the technician can enter work performed comments. The Service app also provides the problem description of the work order within this screen for quicker reference. To add comments, press within the text box and begin typing.

TIP: If enabled, the Technician can use Talk to Text when entering comments. Often this is shown as a microphone on the tablet keyboard.

• The AI will generate suggested work performed comments based on:
  • The work order description
  • Parts Added
  • Checklist Question comments added on other than Ok answers

NOTE: This is only possible on checklists assigned to SERVICE type work orders currently. 

Here are the steps to follow if you wish to utilize this feature:

1. Press the Suggest button within the work performed comment screen. This will allow an AI-drafted comment suggestion that the technician can accept, edit or ignore.

2. The AI-generated work performed comment suggestion then appears. To add the work performed suggestion, tap on it. This will then add it to the Add Work Performed card.
   • Once added, the Technician can edit the comment to provide additional wording or remove any wording, if they choose.

3. Once added and no additional edits are needed, select Save.

After entering a comment, technicians can also select the Rewrite button, which provides AI Rewrite suggestions. The following steps provide instructions on how to use this feature:

1. Select the Rewrite button.

2. Suggested improvements are made to the work performed comment.
3. There are then three options that are presented:
   1. Ignore the Rewrite suggestions
   2. Hide the Rewrite suggestions
   3. Accept the Rewrite suggestions

4. Select Save.

The Technician can add multiple days worth of comments within this screen and has the ability to edit/delete comments.

When enabled, technicians must enter Work Performed Notes before starting a new work order or travel if no notes have been recorded for the current day within the specified time frame. If a minimum character count is set, technicians must also meet that requirement before proceeding.