Technicians talk. AI writes the report. Managers stay in control.
Your techs record a quick voice note after each job. ServiceBrief AI turns it into a structured report, a customer-ready summary, and quote opportunities — validated against your company knowledge, with human approval before anything goes out.
No credit card required · Set up in minutes · You own your data
Henderson Residence
Okay, finished the call at the Hendersons.
The upstairs AC was blowing warm air — condenser fan wasn't starting.
Found a weak capacitor, swapped it out, tested the fan motor.
System's cooling normally now. Coils could use a cleaning next visit…
Turn every job into time saved and revenue found
Less paperwork for technicians, more consistency for managers, and faster answers for customers.
Save technician time
Reduce report writing after every visit.
Improve consistency
Every report follows company standards.
Find missed revenue
Detect quote opportunities automatically.
Faster customer communication
Generate summaries ready to send.
Built for the messy reality of field service work
Technicians speak naturally. Managers get structured reports. Customers receive clear summaries.
Voice-first job capture
Technicians record what happened on-site instead of typing long notes after every visit.
Structured service reports
AI extracts issue, diagnosis, work completed, parts, tests, safety concerns, and follow-ups.
Quote opportunity detection
Detect revenue opportunities from technician notes and match them against company price items.
Company knowledge RAG
Upload SOPs, manuals, quote templates, and price books so AI works with your company context.
Approval workflow
Review, edit, approve, export, or send customer summaries only after human confirmation.
Safe customer communication
Guardrails prevent unsupported pricing, warranty claims, or invented technical details.
From technician voice note to approved customer-ready report.
AI drafts the work, but humans approve anything customer-facing or quote-related.
Capture the real field context with audio, photos, and optional manual notes.
Transform messy speech into validated service data with status tracking.
Use uploaded SOPs, templates, manuals, and price books for better reasoning.
Edit, approve, export, or create follow-up quote drafts with full source visibility.
Give the AI your company brain.
Upload SOPs, price books, quote templates, manuals, and warranty policies. ServiceBrief uses them to validate reports and draft quote opportunities with visible sources.
Documentation, follow-ups, and revenue intelligence
Start with voice reports. Expand into quote drafts, follow-up queues, and field-team quality review.
Technicians
Capture jobs faster with guided voice notes and photo evidence.
Dispatch & admin
Get customer-ready summaries without chasing technicians.
Owners & managers
Find follow-ups and quote opportunities from every visit.
Questions owners ask before switching
Straight answers about AI accuracy, data ownership, and what it takes to get started.
Will the AI send something wrong to my customers?
No. Nothing customer-facing goes out without human approval. The AI drafts the report and summary, flags missing information, and a manager reviews, edits, and approves before anything is sent or exported.
Who owns the data we upload?
You do — audio, transcripts, reports, documents, and settings. Your data is never used to train AI models, and you can export or delete it at any time.
How long does setup take?
Minutes, not weeks. Create your workspace, answer a few questions about your company, and upload your first voice note. Adding SOPs and price books later makes the AI smarter, but it's optional to start.
Do my technicians need to learn new software?
They record a voice note on their phone after the job — that's it. No forms, no typing, no training sessions. The AI and your office handle the rest.
Which trades does ServiceBrief support?
HVAC, plumbing, electrical, roofing, and general maintenance. The AI adapts to your trade using the company profile and documents you provide.
What about customer privacy?
By default, technicians record their own voice notes — not customer conversations. Audio retention is configurable: keep recordings, auto-delete after 30 days, or delete after approval.
Ready to turn field notes into business records?
Upload your first technician note and test the full pipeline: transcription, structured report, RAG validation, customer summary, and follow-up detection.
No credit card required · You approve everything before customers see it