Issue Auto Resolutions uses AI to automatically close, or suggest closing, open issues when a service entry is completed. The feature runs automatically on completed services, and can be configured for automatic closure or suggestion-only mode.

To enable Smart Issue Resolutions in your account:

1. Go to your Account Menu and select Settings

2. In the settings sidebar, click AI Service Advisor in the Intelligence section.
3. In the Smart Issue Resolution section, toggle the feature on to access settings.

Resolution settings: Automatically resolve high-confidence issue matches and suggest the rest for review, or suggest potential issue matches for manual review and resolution.

If set to Auto resolve, Smart Issue Resolutions will review, reconcile, and resolve Service Entries with open Issues.

If set to Manual Issue resolution, find issues that may need to be resolved within a completed Service Entry. Issues can then be manually resolved as needed.

How Work Order Smart Assessments Work

For manual Assessments:

1. Click Service on the sidebar navigation and select Work Orders.
2. Locate and click the Work Order you'd like to run an assessment on.
3. Click Run Smart Assessment.

For accounts set to automatic Smart Assessment mode, the assessment will run on its own. This will happen in the following circumstances:

• When a new work order is created with labor already recorded on it
• When a work order's status changes (in either direction, not only when it moves out of a completed status)
• When the first labor line item is added to a work order that doesn't already have an assessment result. 
  • A work order needs at least one service task line item to be eligible. 
  • Only one assessment runs at a time per work order, and an automatically triggered run can start a few minutes after the triggering change rather than instantly.
• When a Work Order completes and creates a Service Entry, the Work Order's existing assessment is carried into the Service Entry's Smart Assessment display instead of the system running a redundant assessment on the new Service Entry.