Local visit records
Keep structured context for the work performed at a customer site.
FIELD SERVICE
Give the next visit a memory.
Carry customer-site context forward with local visit records, discovery, baselines, and comparisons between versions.
“What changed since last time?” should not depend entirely on the technician who was there.
AutoSolve field mode supports the work around a customer visit: collect the permitted local context, preserve a baseline, and compare it with a later version.
WHAT YOU CAN DO
Host and peripheral discovery
Inspect the supported local environment with the access and consent appropriate to the visit.
Customer-site baselines
Save a versioned reference for the site rather than relying only on a free-text note.
Version comparison
Review added, removed, and changed observations between baseline versions.
Follow-up context
Use the comparison to guide further investigation and explain what needs attention.
Continuity between visits
Make the record useful to another technician returning to the same customer.
FOLLOW THE WORK
How the pieces connect.
An illustrative sequence. Your workflow defines the systems, actions, and acceptance criteria.
- 01
Visit
Identify the customer site and permitted scope.
- 02
Capture
Record local observations and a baseline.
- 03
Compare
Inspect changes against a prior version.
- 04
Handoff
Leave useful context for the next visit.
THE USEFUL OUTPUT
A customer visit record with a baseline, observed differences, and unresolved follow-up.
A question for your evaluation
Can a returning technician identify what changed without reconstructing the entire previous visit?
Local field records do not imply that cloud integrations or AI calls work without connectivity.
INSIDE THE PLATFORM
The operational workspace.
A related application view. Screenshots show configured test or demonstration data, not a customer deployment.
KEEP EXPLORING
LET’S MAKE IT WORK
Bring a real workflow.
See how the pieces fit.
See the platform. Choose a workflow. Define what success looks like.