Walter AI

Draft findings, review diagnoses and improve estimate wording.

7 articles

• Draft findings from notes →While a technician records the outcome of an assessment, they can type their findings as free text and ask Walter, ServiceVisit's AI assistant, to read those notes. Walter proposes structured findings…
• Drafting Findings and Diagnosis with Walter →When a technician records an assessment, Walter can help in two separate ways. Draft from notes turns the technician's written notes into structured details. Get Diagnosis reads the notes and photos…
• Improve estimate wording with Walter →In the estimate editor, the "What we found" and "Recommended work" boxes are the text your customer reads above the cost breakdown. Next to each box is an Improve with Walter button. Walter AI…
• Improving Estimate Wording with Walter →The two boxes at the top of an estimate, What we found and Recommended work, are shown to the customer above the cost breakdown. They are what justifies the price. Walter can rewrite what you typed so…
• Walter Assistant Overview →Walter is the AI assistant built into ServiceVisit. It appears as a small number of buttons on the pages where you write something: an estimate, a customer reply, or an assessment. Walter reads what…
• Walter diagnosis for an assessment →When a technician captures an assessment, Walter AI can read what they wrote about the problem, along with any photos they added, and suggest a diagnosis. The technician writes the findings and then…
• Walter reply drafts →When you are replying to a customer in a conversation, you can ask Walter, ServiceVisit's AI assistant, to draft the reply for you. The Ask Walter button appears above the reply box on an active…