Field Services // Client Project

From Manual Field Notes to
AI-Assisted Service Work.

We built a multimodal AI assistant that lets field technicians speak questions, upload equipment photos, review service history, and get relevant troubleshooting guidance without stopping work to search through manuals.

Key Results RESULTS
24/7
AI Availability
Always Ready
Live
Day-to-day Visibility
Live
Human
Control
When Needed

Trusted by teams building ambitious products

What We Set Out to Improve.

Business
Equipment & Maintenance Company

A growing business looking to use AI in a practical way without creating more complexity for teams or customers.

Partnership
Multimodal AI Product Development

Coretus handled discovery, UX, AI workflows, integrations, testing, deployment, and ongoing improvement.

Goal
Faster Field Diagnosis & Reporting

Make AI useful in daily operations while keeping the experience simple, measurable, and easy to manage.

What We Built
Multimodal Field Service Assistant

A focused AI solution designed around the client's existing workflows, users, and business systems.

What Was Getting in the Way.

Technicians worked with equipment manuals, past service notes, customer history, photos, and troubleshooting guides. The challenge was accessing all of that information while standing in front of the equipment.

Typing long notes or searching manuals on a phone slowed the job down. The company wanted an easier way for technicians to use voice and images as part of the workflow.

Slow Troubleshooting
Technicians spent time searching documents while the customer waited.
Inconsistent Field Notes
Manual notes varied in detail and quality between technicians.
Experience Dependence
Newer staff often needed to call experienced technicians for help.
The Solution

What We Built.

01
Capture What the Technician Sees
The mobile assistant accepts photos, voice notes, equipment details, and service context in one workflow.
Key details
Input Voice Image Text
Control Business Rules
Experience Simple For Users
02
Use AI to Understand the Situation
The AI combines the visual input with technical knowledge and service history to surface relevant guidance.
Key details
AI Context Aware
Actions Image And Knowledge
Review Human When Needed
03
Create the Service Record
The assistant turns the conversation and observations into a structured service summary for review.
Key details
Output Service Report
Tracking Visible
Improvement Ongoing
Before and After

How the Workflow Improved.

Area
Before
After
Troubleshooting

Search Manuals

Technicians manually looked through documents.

Ask + Show

Technicians can ask questions and provide photos.

Field Notes

Type Everything

Reports were written manually after the job.

AI-Assisted Notes

Voice and observations become a structured draft.

Knowledge Access

Call Senior Staff

Newer staff frequently escalated routine issues.

Contextual Guidance

Relevant knowledge appears inside the field workflow.

Key Features

What Made the Solution Useful.

MULTIMODAL INPUT

Voice + Photo Understanding

Technicians can speak and show what they are seeing instead of relying only on text.

Business impact
Faster Field Interaction
TECHNICAL CONTEXT

Knowledge-Aware Assistance

The AI combines current input with manuals, service history, and approved guidance.

Business impact
Better Troubleshooting Context
REPORT AUTOMATION

Service Report Drafting

Observations, actions, and next steps can be turned into a structured report.

Business impact
Less After-Job Admin
Faster Delivery

How We Reduced Build Time.

Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.

What accelerated the work

4 reusable building blocks
01

Secure Access

A tested starting point for secure access reduced repeated setup work.

02

AI Workflow Layer

Reusable work for ai workflow layer let the team focus more time on the client’s specific needs.

03

Monitoring & Feedback

This made it easier to add monitoring & feedback without rebuilding common foundations.

04

Human Review

A tested starting point for human review reduced repeated setup work.

Results

The Business Difference.

A straightforward before-and-after view of what changed for the team and their customers.

RESULT: SPEED01

Troubleshooting

Technicians can access relevant guidance with less manual searching.

BeforeDocument Search
AfterAI Assisted
OutcomeFaster Field Decisions
RESULT: QUALITY02

Service Reporting

Voice notes and job details can be turned into a draft report.

BeforeManual Writing
AfterStructured Draft
OutcomeLess Reporting Time
RESULT: CONTROL03

Knowledge Access

More technicians can use documented knowledge without immediately escalating.

BeforeAsk Senior Staff
AfterContextual AI
OutcomeBetter Team Independence
ResultsFaster Field Decisions • Less Reporting Time
Trust and Control

How We Kept It Safe and Reliable.

01
Permissions
The AI only accesses information and actions that are approved for the user and workflow.
ACCESS CONTROLLED
02
Human Oversight
Important or unusual cases can be routed to a person before any sensitive action is taken.
HUMAN IN CONTROL
03
Activity Tracking
Key AI actions and outcomes can be recorded so teams understand what happened.
TRACEABLE
04
Continuous Improvement
Rules, prompts, workflows, and controls can be adjusted as usage patterns change.
ADAPTABLE
Client Testimonial

In their own words.

The biggest improvement was that technicians could use the AI while they were actually doing the work , not later when they were back at a desk.

Bring AI to the Moment the Work Happens.

Have a similar challenge? We can help you plan and build a practical Field Services solution around your goals, budget, and existing systems.

Voice + Image AI

Technical Knowledge

Service Report Automation