ED
Copilot agent for frontline teams

Smart Work Orders

Built as part of an enterprise AI innovators team, Smart Work Orders gives technicians one place to pull up a work order, diagnose an issue in plain language, and find the right SOP.

One place for work orders
Pull any order by number
Plain-language diagnosis
Guided next steps for technicians
System of record
Work-order detail via the Cove APIs
All AI GPTs & Agents
MCP servers
Work Order MCP server

Connection between the AI assistant and the operational system of record.

RAG

Retrieves service manuals, SOPs, site requirements, safety and compliance guidance, and work-order history to suggest the right next step.

Before

Technicians closing out a job had to piece together information scattered across work orders, case history, service records, and internal SOPs.

After

Smart Work Orders puts all of it in one place inside Copilot: pull up any work order by number, diagnose an issue in plain language, and surface the right SOP quickly.

The agent was integrated with the Cove work order management system APIs, so work-order detail is retrieved from the system of record rather than copied into the assistant.

Starter prompt
View Work Order

“Show details for work order [enter number]”

Starter prompt
Diagnose Issue

“Help me diagnose this issue: [describe the problem]”

Starter prompt
Find SOP

“Show the SOP for [task or equipment]”

Example exchange

“The unit is cycling on and off and the space is not holding temperature. What should I check?”

The agent returns a short, ordered set of likely causes drawn from approved documentation, points to the matching SOP section, notes the parts and safety steps associated with that task, and offers to draft closeout notes once the technician confirms what was found. Details are paraphrased; no work-order numbers, sites, or customer names are shown.

  • Find work orders
    Retrieve a work order by number with the details that matter
  • Diagnose issues
    Describe the problem in plain language and get guided next steps
  • Generate work notes
    Draft consistent closeout notes from the job context
  • Get SOP guidance
    Surface the right SOP for the task or equipment

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