Job story: a customer summary when you finish
After you finish an appointment, draft what you found, did and recommend in the customer's language, plus the invoice narrative and warranty-claim notes, and edit before sending.
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- Owner
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On this page
Overview#
When an appointment is done, a Write the job story? suggestion appears. It drafts a short message and What we found / What we did / What we recommend for the customer, in English or Spanish, with before and after photos, plus an invoice narrative and warranty-claim notes. Everything is editable and nothing is sent until you press Send.
Before you start#
Settings › AI › AI assists › Job story must be on. Without AI the draft is built from the job's records (findings, invoice lines, troubleshooting outcomes, open estimates) and says so.
Steps#
Tap Finish appointment as usual.
On the done appointment, the suggestion row Write the job story? shows Suggested by AI. Tap Write it (or Not now to hide it for this job).
Pick the Customer's language and tap Write the job story.
Edit the Message and each line. Add a line or remove one with X.
Copy the Invoice narrative and Warranty claim notes if you need them.
Tap Save story (it's added to the job notes), then Text to customer. If texting isn't set up, the phone's share sheet opens.
Settings that change this#
Settings › AI › AI assists › Job story.
Tips#
Photos captioned "before" and "after" are used first; otherwise the first and last photo on the job.
Troubleshooting#
No suggestion row → the appointment isn't done, the story is already saved, or you tapped Not now.
FAQ#
Q: Does it invent work or prices? It writes only from the job's records and never includes prices; you edit it before it goes anywhere.
Coming from ServiceTitan#
Similar to an invoice summary, but customer-facing, bilingual and saved as a note.
Related articles
- AI assists in the field app: what they are and where they appearPartly availableThe ten optional AI tools for technicians, where each one shows up in the screens you already use, and how to turn them off.
- The appointment screen in the field appFind your way around an appointment in TradesWork Field: the header and status button, the guided stages, customer and job details, and every section from photos to notes.
- Invoice and take payment in the field appPartly availableStart the job's invoice, add work, get the customer's sign-off, text a pay link, and record cash, check or card payments on the job.
Still need help?
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