Describe Copilot in Field Service
Technicians, and administrative individuals such as service managers and dispatchers, need to be able to answer questions and perform tasks quickly. With Copilot in Field Service, these individuals can take full advantage of copilot capabilities in the Field Service web application. Onsite workers can access copilot functionality directly from the Field Service Mobile app. Copilot can summarize information related to work orders and service accounts, help catch up on recent changes to records, prepare for onsite visits, and answer questions about related information. Like all copilots, it has a chat interface that dispatchers and technicians can use to interact with Copilot in natural language.
In addition to the copilot chat interface, Copilot in Field Service can complete the following tasks:
Provide a work order summary: An AI-generated work order and booking recap provide a summary of a record and its related data. The recap summarizes the record's history, future actions, arrival times, work criticality, required parts, and other contextual information. This summary makes it easy for service managers, dispatchers, and frontline workers to quickly understand the context and the next steps.
Perform work order updates: While working in the mobile app, onsite workers can use Copilot to update important fields on a work order such as booking statuses, product quantities, service durations, and more.