Fill forms from site notes, not blank boxes
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
From site notes to filled fields
Describe the job once. Supported fields fill in. You confirm the big steps and check the answers before download.
Describe the job
Type notes, dictate on site, attach a clear photo, or ask for a connected job from ServiceM8, Fergus, or Xero.
Fields fill in
Supported fields update from chat. Saved details, job imports, and presets wait for your confirmation first.
You check and download
Review every value, ask what is still missing or whether the PDF is ready, then download when it looks right.
Three ways to get the details in
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
Plain notes to fields
Type or paste the job in everyday words. Matching supported fields fill while you are still on site.
Voice dictation
Listening…
Voice dictation
Dictate site notes into the chat, review the transcript, then send when it reads right.
Photos to fields
From job sheet
Reading photo…
Photos to fields
Attach one clear photo of a job sheet, board label, or handwritten note and pull visible details in.
Paperwork, finished on site
The assistant works with the form you are filling: supported fields, saved details, connected jobs, and a review pass before download.
Plain notes to fields
Type or paste job details in everyday words. Matching supported fields fill while you are still on site, including dates like "tested today".
Voice dictation
Dictate site notes into the chat, review the transcript, then send when it reads right.
Photos to fields
Attach one clear photo of a job sheet, board label, or handwritten note and pull visible details into supported fields.
Saved details
Ask the assistant to list and apply saved licence, business, crew, or customer blocks. Confirm before they land on the form.
Job software import
Search connected ServiceM8, Fergus, or Xero jobs from chat and import customer, site, and job details into supported fields.
Form review
Ask what is already filled, what still looks missing, or whether the PDF is ready to preview before you download.
Field and form help
Ask what a field means, or pull help from the form guide for the template you are filling.
Section jumps and presets
Move to the right section without hunting the form menu, or load a saved form preset after you confirm.
It fills. You check. Nothing lodges itself.
The AI assistant speeds up data entry. It does not take compliance decisions out of your hands.
No auto-lodging
The AI assistant does not lodge forms with regulators, councils, or portals for you.
No compliance sign-off
You decide whether the work complies and whether the PDF is ready to hand over.
You confirm the big steps
Saved details, job imports, and form presets wait for your confirmation in chat before they change the form.
Your account, your choice
Turn the assistant off under Settings -> Features to hide the app header launcher and form toolbar button. Team members choose their own setting.
Straight answers about the AI assistant
Finish the cert before you leave site
Upgrade, open a supported form, and turn job notes into filled fields you can check on the spot.