How It Works

Open the Clients page to see every client in a searchable, sortable table showing name, company, email, phone, and language.

• Real-time search filter
• Click column headers to sort
• Click a row to open that client

Click New Client (or the pencil icon on an existing row) to open the client form. Fill in the details:

• Personal Info – First name, last name, company, language
• Contact – Email, phone, cell, SMS
• Address – Full address for reports

Each client row offers one-click actions:

• Edit – Update client details
• View Interventions – See all work done for this client
• Delete – Remove the client (confirmation required)
• Email – Click the email to compose a message
• Call – Click the phone number to dial

View all your report templates as cards with name, description, and creation date. Edit or delete any report template.

Use the drag-and-drop builder to add custom fields:

• Text & multi-line fields
• Date & time pickers
• Signature capture
• Photo fields
• Checkboxes & dropdowns

Browse professionally designed report templates. Filter by category (Repair, Inspection, Installation—) or by profession (HVAC, Plumbing, Electrical—).

Already have a form? Upload it and AI will convert it into a reusable report template with smart fields.

• PDF
• Word (.doc, .docx)
• Text (.txt)

Click Start New Intervention and fill in the basics:

• Title – e.g. “HVAC Inspection”
• Description – Optional extra context
• Client – Pick from your list or add inline
• Reference # – e.g. “WO-12345”

Inside the intervention Details page you can:

• Record Audio – Record directly in the browser or upload audio files. AI transcribes each recording automatically using Whisper.
• Upload Documents – Upload PDF, Word, Excel, or text files. Text is automatically extracted for AI processing.
• Add Text Notes – Type notes directly as a content source for report template generation.
• Add Photos – Snap or upload site photos for visual documentation.
• Retry Transcription – If a recording fails, retry with one click.

The Interventions page shows all your work in a searchable table. For each intervention you can:

• View Details – Recordings, photos, report templates, generated files
• Edit – Change client, reference, or status (Draft ? Completed ? Cancelled)
• Attach Report Templates – Link one or more report templates to the intervention
• Delete – Remove an intervention (confirmation required)

Each generated document appears in the Generated Reports section with a status badge:

• Draft – Needs review
• Completed – Ready to share

Click View/Edit to fine-tune any field before finalizing.

Once finalized, use the action buttons on each generated report:

• Open PDF – Download or view the generated PDF
• Generate PDF – Re-generate the PDF at any time
• Share – Send via email or share link
• Print – Print directly from the browser
• Download All – Batch-download every PDF for the intervention

Your home base after logging in. See at-a-glance stats for interventions, documents, and subscription usage. Quick-launch a new intervention with one click.

Customize your experience:

• Language preference
• Theme selection
• GPS stamping on/off
• Notification preferences

Manage your account profile, upload a profile picture, and review your subscription plan. Monitor document and report template usage against your plan limits.