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How To Accept an AI-Generated Work Order

Steps to accept an AI-generated work order draft and create it as an active work order


Follow these steps to accept an AI-generated work order:

  1. Go to Service Requests

    From the left-hand navigation, under Warranty.

  2. Open the service request

    Click on the service request that contains the AI-generated draft.

  3. Review the AI draft

    The AI Work Order Engine will have generated a draft based on the homeowner's description and photos.

  4. Accept the draft

    Click Accept & Create Work Order to create it.

  5. Assign a vendor

    Select the appropriate vendor for the work order β€” they will be notified automatically via email once the work order moves to in progress.


πŸ’‘ Good to know: You can accept some AI drafts and edit or reject others within the same service request β€” each draft is reviewed independently.

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