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Technician Co-Pilot — User Guide

Last Updated: April 2026 | Version 1.0

Overview​

Technician Co-Pilot allows Field Technicians to query and act on data within a single open record using natural language. The conversation panel is scoped to the active record — whether that is a Work Order, Asset, or Service Ticket. Proposed changes require user approval before being applied.

Who It's For​

Field Technicians Accessing record context, understanding asset history, and getting task guidance while on-site

Any User Working within a record who needs quick, focused assistance without leaving the page

Technician Co-Pilot requires feature-level access enabled by an administrator.

Where to Find It​

  1. Open any module (Work Orders, Assets, Service Tickets, etc.)
  2. Select a record
  3. Look for the AI button in the page header
  4. Click or tap it to open the Technician Co-Pilot panel

Available on Web and Mobile

How to Use It​

On Web​

  1. Open any record in the platform
  2. Click the AI button in the page header
  3. The conversation panel opens, scoped to the active record
  4. Type a query related to the record (e.g., "What is the maintenance history for this asset?")
  5. Technician Co-Pilot analyzes the record and returns targeted results
  6. If changes are proposed:
    • Review the preview
    • Click Approve to save
    • Click Reject to decline
  7. Close the panel by clicking X

On Mobile​

  1. Open any record on the mobile app
  2. Tap the AI button in the page header
  3. The conversation panel opens
  4. Type a query or use voice input
  5. Review results and approve or reject any proposed changes
  6. Close the panel by tapping X

Using Voice Input​

Voice input supports hands-free queries — useful for technicians working on-site.

  1. Tap the Microphone icon in the conversation panel
  2. Speak the query in a clear, natural voice
  3. The system transcribes the input automatically
  4. Review the transcription, then tap Send
  5. To cancel, tap the Microphone icon again

Real-World Example​

A Field Technician is assigned a work order for a recurring HVAC fault on-site. Before starting work, the technician needs to understand the asset's history.

  1. Open the work order on the mobile app
  2. Tap the AI button in the page header
  3. Enter: "What are the previous faults recorded for this asset?"
  4. Technician Co-Pilot returns a summary of past issues and repair notes from the record
  5. The technician uses this context to diagnose the fault and complete the work
  6. After completing the job, the technician enters: "Update the resolution notes to say the compressor belt was replaced and unit tested successfully"
  7. Co-Pilot proposes the update — the technician taps Approve

Outcome: The technician completes the job with full context and logs the resolution without manual typing.

Limitations & Considerations​

Contextual ScopeTechnician Co-Pilot is scoped to the currently open record — it cannot access data from other records.
Approval RequiredAll proposed changes require explicit approval before anything is saved — no changes occur automatically.
Voice InputVoice input stops automatically after silence — for longer queries, speak continuously or type instead.
Empty Query ResultsIf a query returns no results, check that the relevant fields in the record are populated.
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