Mike PleziaInside service technician, Clark Associates · Commercial Equipment, HVAC, and Refrigeration professional

AI as a Service Note Assistant

12 Oct 2026 · 1 min

Watch on YouTube

0:58

In this short presentation, the speaker promotes an AI-driven prompt that lets field technicians generate concise, bullet‑point service notes by simply dictating the details of a service call. The tool also accepts a photo of a data tag and can retrieve part numbers such as inducer drafts, blower motors, or heating elements. The speaker frames the AI as a virtual secretary that streamlines documentation and parts lookup, emphasizing the massive time savings and ease of use.

Chapters

If you hate writing service notes, but your office is always asking you to be more detailed, ask to use this prompt. Help me write a concise service note with short bullet points that describe this service call. And then talk through your service call and then hit the Enter button and it will give you a nice bulleted clean set of point— key points of what you happened— what you did and what happened on the service call and what you found, what your readings were. I mean, just from that standpoint alone, it's a really helpful tool. Imagine having your own secretary in your passenger seat who would, who could, you know, kind of dictate your service notes for you. You know, take a picture of a data tag and ask it to find, you know, an inducer draft motor or a blower motor or a heating element or some other part. Just have it find a part number for you. I guarantee you, once you try it, you're gonna love it because it saves you so much time.