AI Inspection-to-Report for Field Sales
Home-services contractor for attic and crawl-space work
Turn on-site inspection findings into a report and scope of work while the rep is still with the customer.
Project highlight
5 minutes to a finished report
Reported project outcome: a finished report within 5 minutes of inspection, replacing a process that took more than a day or relied on a rough verbal offer.
The business challenge
After an inspection, the rep either shared a preliminary report or waited more than a day to send a finished one. Prospects compared offers in the meantime, and deals were lost before the written proposal arrived.
What we delivered
- An on-site app for capturing video and voice memos for each finding.
- AI-written report overview and finding descriptions.
- Severity classification, photo hazard annotation, and live transcription from voice memos.
- A scope of work ready for signature while the rep is still on site.
Business impact
A clear written proposal is available while the customer and rep can still discuss the findings together. The workflow is designed to shorten the sales cycle and help more inspections progress to signed orders.