AI-Powered Technician Note Compliance

Technicians weren't documenting their work properly. Invoices were being written off due to missing information, billing was slow, and charges were disputed because there was no proof of work. An audit revealed over six figures in write-offs.

We created an automated AI assessment system that runs daily at 5 PM. It pulls every technician note, scores it against a compliance checklist (time logged, who they spoke with, materials used), generates a daily report, and auto-pings non-compliant techs on Slack. We paired compliance tracking with a quarterly bonus to incentivize good documentation.