Use case · Delivery & Operations · Flagship

Draft completion reports and customer updates from field notes

For field and project businesses: crews capture permissioned photos and a voice note; AI drafts the completion report and customer update; the supervisor checks facts, quality and safety before anything is sent.

Baseline

The owner chases progress by phone and customers chase the owner. Record it: status calls per job, report turnaround, customer chase-ups per week.

Sample output

Completion report draft: work done, materials used, two photos referenced, one outstanding item flagged; plus a 4-line customer update — both marked FOR SUPERVISOR REVIEW.

Illustrative example. Not a live customer result.

Inputs

  • Permissioned site photos and a short voice note per job
  • Your report template and quality checklist
  • Send permissions: who may message customers

What AI prepares

  • Transcribe the voice note and extract what was done, found and outstanding
  • Draft the completion report in your template
  • Draft a short customer update in plain language

A person approves

  • The supervisor confirms site facts, quality and safety before sending
  • AI never signs off acceptance or safety
  • Customer messages go out only from an authorised person

What would make this useful for your business?

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Draft completion reports and customer updates from field notes · Boteam