Open the AI assistant from the app header or while filling a form. Describe the job, dictate notes, attach a clear photo, pull a job from ServiceM8, Fergus, or Xero, then check every field before you download.
AI assistant
Describe the job once. Supported fields fill in. You confirm the big steps and check the answers before download.
Type notes, dictate on site, attach a clear photo, or ask for a connected job from ServiceM8, Fergus, or Xero.
Supported fields update from chat. Saved details, job imports, and presets wait for your confirmation first.
Review every value, ask what is still missing or whether the PDF is ready, then download when it looks right.
Use whatever is fastest on the job: typed notes, voice, or a clear photo of the paperwork in front of you.
Notes to fields
Customer
Address
Type or paste the job in everyday words. Matching supported fields fill while you are still on site.
Voice dictation
Listening…
Dictate site notes into the chat, review the transcript, then send when it reads right.
Photos to fields
From job sheet
Reading photo…
Attach one clear photo of a job sheet, board label, or handwritten note and pull visible details in.
The assistant works with the form you are filling: supported fields, saved details, connected jobs, and a review pass before download.
Type or paste job details in everyday words. Matching supported fields fill while you are still on site, including dates like "tested today".
Dictate site notes into the chat, review the transcript, then send when it reads right.
Attach one clear photo of a job sheet, board label, or handwritten note and pull visible details into supported fields.
Ask the assistant to list and apply saved licence, business, crew, or customer blocks. Confirm before they land on the form.
Search connected ServiceM8, Fergus, or Xero jobs from chat and import customer, site, and job details into supported fields.
Ask what is already filled, what still looks missing, or whether the PDF is ready to preview before you download.
Ask what a field means, or pull help from the form guide for the template you are filling.
Move to the right section without hunting the form menu, or load a saved form preset after you confirm.
The AI assistant speeds up data entry. It does not take compliance decisions out of your hands.
The AI assistant does not lodge forms with regulators, councils, or portals for you.
You decide whether the work complies and whether the PDF is ready to hand over.
Saved details, job imports, and form presets wait for your confirmation in chat before they change the form.
Turn the assistant off under Settings -> Features to hide the app header launcher and form toolbar button. Team members choose their own setting.
Upgrade to Solo or Team, open a supported form, and turn job notes into filled fields you can check on the spot.