AI Assistant (Mobile)
Overview
The mobile AI Assistant is optimized for the constraints of field work: dirty hands, no keyboard, a customer standing next to you. It's voice-first. Speak a question, speak a note, speak a message draft — the assistant handles it and returns a result you can act on with a single tap.
It has full access to the current job context, the customer's history, and the CRM knowledge base. You're not talking to a generic chatbot — you're talking to a system that knows who you're working for, what you're supposed to be doing, and what happened the last three times someone was at this address.
Features
- Voice Activation — Wake with a tap or a voice trigger; speak your request naturally
- On-Site Q&A — Ask questions about the current job: "What did the last tech note about the HVAC unit?" "What's included in this estimate?"
- Customer History — "Has this customer ever had issues with water pressure?" The assistant searches job history and answers
- Note Dictation — "Add a note: found corrosion on the main supply valve, advised customer to replace within 6 months" — saved as a structured job note
- Message Drafting — "Draft a follow-up message telling the customer their parts are ordered and we'll be back Thursday" — generates an SMS draft for review and send
- Estimate Questions — Ask about line items, pricing, scope — useful when a customer challenges a charge on-site
- Hands-Free Mode — Auto-reads back results via audio for truly hands-free operation
Common Voice Commands
| Command | What It Does |
|---|---|
| "What's the scope on this job?" | Reads the job description and estimate summary |
| "Log a note: [note text]" | Creates a job note immediately |
| "Draft a message to the customer" | Opens message draft with AI-generated content |
| "What's the customer's history?" | Summarizes past jobs and notes |
| "What's included in the estimate?" | Lists estimate line items aloud |
CRUD Reference
| Object | Create | Read | Update | Delete |
|---|---|---|---|---|
| AI Conversation | ✅ | ✅ | — | ✅ |
| Dictated Note | ✅ | ✅ | ✅ | ✅ |
| Draft Message | ✅ | ✅ | ✅ | ✅ |
| Voice Command Log | — | ✅ | — | ✅ (purge) |
Notes
Voice processing requires an active internet connection — the assistant is not available in full offline mode. Text-based input is always available as a fallback. The assistant does not send messages automatically — all outbound communication requires explicit confirmation. Voice recordings are not stored; only the transcribed text and AI response are logged. The AI Assistant module must be enabled under Settings → Plugins & Modules.