Overview
The AI Visit Summary feature helps technicians turn their visit notes into a polished, customer-ready summary in just a few taps. Using Apple Intelligence, mTech can now take the free-text notes a technician enters during a visit and generate a clear, professional technical summary, correcting typos, tidying up phrasing, and presenting the work in a way that is ready to share with the customer.
This means technicians can continue writing notes quickly and naturally, in whatever way is easiest for them, while the back office gains confidence that the record shared with the customer is accurate, well presented, and does not need to be manually reviewed or tidied up before it is sent.
Before You Start
Before using this feature, the following setup is required:
In ERP+ Company Mobile Configuration, the SEAPPLEINTELSUMMARY parameter must be set to Y.
How It Works
Step 1: Document the visit as usual. While completing the visit, enter free-text notes as you normally would, using the Work Done and Technician Notes fields to describe what was done, any additional work identified, and any other relevant details.
Step 2: Open the Visit Review screen. Once the visit is complete, move through the Visit Review screens to confirm the resolution, work done, additional work, technician notes, and work status.
Visit Review screen showing Resolution, Work Done, and Technician Notes.
Step 3: Select AI Summary. At the bottom of the Visit Review screen, the AI Summary option will become available once the work status has been set.
The AI Summary option appears at the bottom of the Visit Review screen.
Step 4: Generate the summary. Tap AI Summary to open the AI Visit Summary screen. From here, tap Generate AI Summary to create the summary.
The AI Visit Summary screen with instructions before generating a summary.
Step 5: Review the polished summary. Apple Intelligence reviews your notes and produces a clear technical summary, covering the work performed, tasks completed, diagnostics, parts used, other charges, and any forms completed. You can review this before deciding what to do with it.
Step 6: Add the summary to the visit record. You can then choose to add the generated summary to Work Done or to Additional Work, replacing or supplementing your original free-text notes with the polished, customer-ready version.
A generated AI summary with the options to add it to Work Done or Additional Work.
Once the summary has been added, you can still edit it directly on the Visit Review screen at any point before completing the visit, so any final adjustments can be made before the visit is closed.
Benefits
Technicians can write notes quickly and naturally, without worrying about spelling, grammar, or phrasing.
Apple Intelligence turns those raw notes into a polished, customer-facing summary in seconds.
The back office can trust that customer-facing notes are presentable without needing to manually review or edit them first.
Reduces the time spent tidying up visit records before they reach the customer.
Keeps the original flexibility of free-text notes while adding a consistent, professional finish when it is needed.
A Note on Accuracy
The AI Visit Summary is generated directly from the technician's own notes. It is designed to improve clarity and presentation, not to add new information, so technicians should still make sure their original notes capture everything relevant before generating a summary.
Version
This is available on mtech 2.16+ and Coins ERP+ v12.06.