You can interact with Copilot using natural language queries to retrieve key information including Visit Status, Time Blocks, Timesheets, and Service Order dispatch related information .
What can I ask about Service Visits?
Here are some examples of the types of questions you can ask to retrieve service data:
Show me Scheduled Visits |
Show me Dispatched Visits |
Show me Dispatch Complete Visits that are not marked All Work Done |
Show Dispatch Complete Visits with Additional Work |
Show me Time Blocks |
Show me Service Orders assigned to a specific Technician |
Show me Timesheets that are not signed by Technicians |
Show me Coverage Zones |
Show me Technician Coverage Zones |
Show me Technicians |
Show me Schedule Incomplete Service Orders |
Show me Problem Codes |
Show me a Visit |
Available actions to perform
Text a Technician |
Schedule/Reschedule/Unschedule Time Blocks |
Create a copy of a Service Order |
Schedule Additional/Reschedule/Unschedule Visits for a date |
Schedule Additional/Reschedule/Unschedule Visits by reference |
Assign a Service Order to a Technician |
Unschedule a Visit and assign its Service Order back to the Technician |
Send an email for a Visit’s Additional Work to the Service Order’s Sales Rep |
Schedule a Visit for a Service Order for a Technician |
Artificial Intelligence (AI) can make mistakes. Always double-check before making business impacting decisions.